Finance trustee volunteer jobs in Clevedon, somerset

The Friendly Trust is seeking a committed and experienced Trust Officer to join our team. This role offers an opportunity to make a tangible difference by supporting vulnerable people to manage their financial affairs and access their rights.

The postholder will manage a varied caseload, providing advice, financial administration, and ongoing support to Service Users and their families. This includes working with welfare benefits, budgeting, and acting as a DWP corporate appointee where appropriate.

Key responsibilities include:

• Delivering person-centred advice on welfare benefits, financial management, and related matters
• Managing Service Users’ day-to-day finances, including budgeting and expenditure monitoring
• Developing and reviewing individual money management plans
• Maintaining accurate records in line with legal and regulatory requirements
• Building effective relationships with Service Users, families, and partner agencies
• Ensuring compliance with relevant legislation, including the Mental Capacity Act 2005

About you

You will bring:

• A minimum of 3 years’ experience in social care, advocacy, or a related field
• Experience supporting disabled people, individuals with mental health needs, or vulnerable adults
• Knowledge of welfare benefits and relevant legislation
• Strong organisational, communication, and case management skills
• Experience of financial administration and record-keeping
• A full driving licence and access to a car

Great opportunity to lead and support our charity's team through the next phase of development to drive One Medicine forward. 

Job Purpose

To lead the operational delivery of Humanimal Trust’s charitable aims and strategic objectives, as set by the Board of Trustees, ensuring that plans are translated into clear priorities, well-managed programmes and effective day-to-day operations. The postholder will line manage the operational team, oversee the finances and the fundraising activities, and maintain strong governance and compliance within Charity Commission requirements, at all times representing the Trust’s One Medicine purpose with professionalism and integrity.

Dimensions

· Line management responsibility for the operational team

· Budget responsibility: manage agreed operational budgets and monitor expenditure against plan

· Oversee delivery of the annual business plan and operational work programme

· Build and maintain relationships with key stakeholders, supporters, partners and suppliers

· Oversee the fundraising activities

Main Responsibilities and Role

· Provide visible operational leadership for Humanimal Trust, championing One Medicine and role-modelling the Trust’s values

· Translate Board-approved strategy into clear operational priorities, delivery plans and measurable outcomes

· Line-manage the operational team: allocate work, set objectives, provide coaching, and manage performance and wellbeing

· Maintain and improve operational policies, procedures and controls in line with charity regulation, GDPR/data protection and recognised good practice

· Ensure effective delivery of core operational functions (administration, supporter care, governance support, data management and supplier coordination)

· Protect the Trust’s reputation by maintaining high standards of quality, confidentiality, safeguarding and risk management

· Monitor progress against the operational plan, tracking risks, issues and dependencies and reporting regularly to the Chair/Trustees

· Lead on team resourcing and capability: recruitment planning (where applicable), induction, training and continuous improvement

· Work closely with the Chair and Trustees to support good governance, prepare papers, and ensure actions and decisions are implemented

· Attend and present at Board meetings

Finance

· Manage day-to-day financial processes for the Trust, ensuring appropriate approvals, controls and timely processing

· Oversee expense claims and supplier payments in line with policy; ensure accurate records are maintained for audit and reporting

· Track and report on income/expenditure and operational costs, highlighting variances and supporting budget planning with Trustees and finance support (where in place)

· Maintain a clear audit trail for key financial decisions, contracts and delegated approvals

Planning and Organising

· Develop and implement operational plans that translate Trustee priorities into clear workstreams, milestones and accountabilities

· Plan, organise and prioritise team workload and resources to deliver objectives, balancing immediate operational needs with longer-term planning

· Maintain and review the organisational risk register, escalating issues and ensuring proportionate mitigations are in place

· Maintain and review the Trust’s policies and guidance documents

· Monitor and report delivery, performance and compliance (e.g., quarterly/annually as agreed), supporting effective governance and continuous improvement

Decision Making

· Make operational decisions to deliver the Trust’s agreed plans within delegated authority, escalating strategic or high-risk matters to the Chair/Trustees

· Lead and line-manage the operational team, including recruitment planning (where applicable), workload allocation and resource deployment

· Liaise with external partners, supporters, volunteers, suppliers and professional advisers to support delivery and maintain effective relationships

· Liaise with the Chair of Trustees and the Trustees on a regular basis.

· Evaluate and improve processes, systems and ways of working to enhance quality, efficiency, supporter experience and internal control

· Identify learning and development needs for the team and support continuous improvement and professional development

· Manage operational capacity and prioritisation, ensuring resources are aligned to the Trust’s delivery commitments

· Approve expenditure, contracts and commitments within delegated authority and in line with policy

Internal and External Relationships

Internal

· Chair of Trustees and Board of Trustees (including sub-committees), providing timely updates, papers and delivery reporting

· Operational team and volunteers, providing leadership, coordination and support

External

Supporters, donors, partner organisations, volunteers, suppliers and professional advisers (e.g., finance, HR, legal), acting as an operational point of contact as required

Knowledge, Experience, Skills and Style Required

Essential

· Educated to degree level (or equivalent experience), with strong digital/IT capability (MS Office and CRM/databases) and a clear understanding of GDPR/data protection.

· Proven experience in an operational leadership/management role, delivering organisational plans, improving processes and achieving measurable outcomes.

· Excellent communication, negotiation and influencing skills, with the ability to work effectively with Trustees, colleagues, volunteers and external stakeholders.

· Strong people management skills, supporting staff through change, setting clear expectations and creating an inclusive, high-performing team culture.

· Demonstrable experience working in or with a charity/not-for-profit, with a good understanding of governance, compliance and supporter-facing operations (experience in human health, animal health or science an advantage).

· Strong judgement and analytical skills, able to manage competing priorities, budgets and risks and to deliver reliably in a small-organisation environment.

Desirable

· Understanding of the UK charity regulatory environment and good governance practice.

· Experience working with Boards/Trustees, including preparing papers, reporting on delivery and supporting effective decision-making.

· Knowledge and experience of fundraising operations and supporter care.

· Demonstrable understanding of, and commitment to, One Medicine.

Job Context and Special Features

This role is a key senior management position within Humanimal Trust, with responsibility for ensuring that strategy is translated into effective delivery, that the operational team is supported to perform at its best, and that the Trust operates with strong governance, compliance and financial control.

This is a one-year fixed term appointment for a 28-hour (3.5 day) working week, starting at the earliest opportunity.  The role is home-based in the UK, with occasional travel to other locations in the country.

Release Counselling and Therapy for Women is entering an exciting new chapter. 

Founded in Brighton and Hove in 2013, Release has grown from a small local charity into a financially robust organisation with a growing national reach. Under the leadership of our outgoing CEO, the charity has been transformed—moving from a challenging financial position to one with strong reserves, clear sustainability, and ambitious plans for growth. 

We now provide affordable 1:1 online counselling to women across the UK, alongside specialist group programmes supporting maternal mental health and key life transitions. One-to-one counselling is a core offer and a vital income stream, enabling us to extend our reach while staying true to our values. 

This period has also seen Release grow to working with over 20 dedicated volunteer counsellors, strengthening our capacity and community impact. 

As our CEO steps down, Release is ready for its next phase—building on strong foundations, amplifying our national impact, and remaining firmly rooted in our purpose: being a charity that supports women’s mental health, run by women, for women.

Bowel Cancer UK is the UK’s leading bowel cancer charity. We’re determined to save lives and improve the quality of life of everyone affected by bowel cancer. We support and fund targeted research, provide expert information and support to patients and their families, educate the public and professionals about the disease and campaign for early diagnosis and access to best treatment and care.

We currently have employees working across four nations in England, Wales, Scotland and Northern Ireland. Thanks to the generosity of our community, we’re in a privileged position to be able to deliver our ambitious new strategy, On a Mission. There are huge challenges facing bowel cancer patients across the UK and our community needs us now more than ever. We’re building a strong and united team to bring us closer to a world where nobody dies of bowel cancer.

Job Summary

This role forms a key part of a new Strategy & Insight Team at Bowel Cancer UK, which seeks to build core capabilities to enable us to be as effective as we can be for people affected by bowel cancer. The Audience Insight Specialist will be an internal leader, building our capability to understand our core audiences and the people we need to reach to achieve our strategic goals. You will support a cultural shift in how the charity takes an audience-led approach to planning, decision-making, and communications, as our CRM, data infrastructure, and Strategy & Insight functions continue to develop. Making best use of internal and external sources, you will distil data into meaningful insight, tailored to different audiences. You will support a consistent approach to audiences across the organisation, while flexing to meet the needs of different teams, ensuring that any understanding of audience is rooted in evidence.

Safeguarding

Safeguarding is everyone's responsibility and at Bowel Cancer UK we are committed to safeguarding children, young people and vulnerable adults and we expect all staff and volunteers to share this commitment.

Successful candidates may be subject to either a satisfactory basic, standard or enhanced DBS check from the Disclosure and Barring Service (DBS) dependent upon the role.

Relationship Manager (North and Scotland)

Full-time (37 hours) | permanent

c£36,000 depending on experience | Home-based | Hybrid

At the Bone Cancer Research Trust, we exist because families refused to accept a world where primary bone cancer had no hope, no answers and almost no research. Today, we’re the UK’s leading bone cancer charity and every supporter you engage helps push vital research forward and provides comfort to families who need us.

About the role

As Relationship Manager, you’ll build genuine, lasting connections with our Special Funds - our named funds created in honour or memory of someone affected by primary bone cancer, community supporters and local businesses. Your relationship-led approach will help create the family feel connections we’re known for, inspiring long-term support and raising vital income for people affected by primary bone cancer

You will:

• Grow and manage Special Funds, our named funds created in honour or memory of someone affected by primary bone cancer.
• Build strong, meaningful relationships with all our supporters, ensuring every person feels valued and connected.
• Secure and steward regional corporate partnerships
• Meet a regional income target of approx. £300,000
• Represent BCRT in your region, strengthening awareness and community connections at meetings and events.

About you:

• A natural relationship builder with 3+ years’ fundraising experience and a genuine passion for supporter care.
• Compassionate and professional, especially when working with families personally affected by primary bone cancer.
• Organised, proactive and confident working independently, able to balance a varied workload.
• A clear and engaging communicator, bringing warmth and positivity to every interaction.
• Able to travel across the region (car required).

Why you’ll love working with us

You’ll join a small team that works collaboratively and keeps our community at the centre of everything we do. We’re supportive, friendly and you’ll have the flexibility to manage your work while seeing the direct impact of the relationships you build.

What we offer

· Flexible approach to working hours

· 30 days annual leave per year plus bank holidays

· Private Health Insurance (following successful probation)

· 6% employer pension contributions

· Life Assurance of 4x annual salary