Treasurer for Age UK Berkshire

Treasurer (trustee) for Age UK Berkshire

Do you have financial oversight and enthusiasm to help an organisation that supports older people across in Berkshire?
You could be the next Treasurer for Age UK Berkshire, a local charity with a nationally trusted name.

With origins in the 1950s, and now a thriving £1m+ charity that works with and for older people across the whole county, Age UK Berkshire is looking for our new Treasurer, to support the Board and CEO in our financial governance for the future.

You won’t be preparing day-to-day financial statements, as these are provided by our outsourced accountancy firm. Rather, you’ll have a strategic oversight of our finances, bringing your analyses and advice to help us to strengthen and grow our services.

In 2023/2024, our total income was £1,736,856, and our Balance Sheet stood at £1,948,760, making all our trustees’ governance of these funds a highly-responsible duty.

The role and what we are looking for in a new Treasurer 

Our Board includes people with experience in working with and for older people, and we’d expect our new Treasurer to have strong empathy with our cause and our beneficiaries. 

You’ll have experience of financial management, possibly in a SME or charity. Having a financial qualification would be very useful but isn’t a requirement; similarly, an understanding of the charity SORP or FRS102 isn’t necessary but would be welcome.

The ability to communicate financial information clearly, especially to other trustees, is very important. Support from our outsourced accountants will be available, as they produce our management accounts.

You don’t necessarily need prior experience of charity trusteeship, as full induction will be provided, plus specialist support as a new trustee including access to external training.

We are a charity not a business, but we apply business principles to governing our organisation. We want to expand the diversity of our Board, in all meanings of the word, and strongly welcome applications from people from less-represented groups. 

The focus of a trustee role is strategic, and trustees don’t get involved in the organisation’s operations; however, regular contact and liaison with other trustees, employees and volunteers is expected.   

We ask for about six hours per month which includes all meetings, discussions, etc., probably more at year-end and at our AGM. You will need access to digital communications, as much of our charity’s business is run that way.

How to apply  

This appointment is being managed for us by involve Community Services, a charity-support organisation, who offer a no-obligation discussion by phone or video.
A detailed Treasurer Recruitment Pack can be made available to you upon request.  

Trustee appointments are subject to satisfactory references, to completion of an online Safeguarding course and an Enhanced DBS check. 

Your CV or similar will be read by our existing trustees and CEO, and an interview offered as soon as mutually convenient.   

I need to know more   

Contact Mike Allen via Apply Now, below, for more information and arrange to have a no-obligation initial informal discussion (Teams/Zoom/phone).