Treasurer volunteer roles in limehouse, greater london

Bgen, the Botanic Gardens Education Network, is seeking a new Treasurer Trustee to join its Board. This unpaid voluntary role offers a unique opportunity to support a small, but passionate charity at a pivotal moment in its growth.

Bgen is a specialist support network for professional plant and natural world educators. We help our members to connect people and plants in innovative and engaging ways, through online events, face to face training and networking events and our Annual Conference.

We are looking for a Treasurer who will bring enthusiasm, commitment, fresh perspectives and who will broaden the diversity of thinking on our Board. The successful candidate will combine professional financial knowledge and experience with a deep commitment to supporting our mission in this vital non-executive role.

As our new Treasurer trustee, you will play an active role within the Bgen Board and provide leadership on its financial health, ensuring robust processes, accurate records and sound-decision making with transparency and accountability.

This is an exciting opportunity to join the dynamic Board and support our work to empower plant and environmental education and engagement professionals across the UK.

Availability and commitment

 As a Board member you will need to be able to attend up to six board meetings per year (held online) and the Annual General Meeting, organised in January – February each year. You will also spend around 2 -3 days per quarter in between meetings, to prepare the quarterly accounts, provide advice and coordinate payments, with support from the Bgen Coordinator and Bgen Bookkeeper. Days may vary throughout the year, depending on activity.

On October 7th, we are hosting a Bgen Board Strategy Away Day at Birmingham Botanical Gardens and your attendance would be extremely helpful.

This position would be for a period of three years minimum (term can be renewed after this time).

We’re not just talking about change — we’ve lived it.

We’re looking for a Treasurer/Trustee to help power our pre-treatment work.

Dear Prospective Trustee

Thank you for your interest in becoming a Trustee and Treasurer for Woolwich Service Users Project (WSUP). As a grassroots charity rooted in lived experience, we are committed to providing holistic support for individuals and families facing poverty, homelessness, substance misuse, and mental health challenges. 

Our work is growing, and we are seeking a dedicated and skilled Treasurer to join our Board of Trustees. This is a critical role in ensuring financial sustainability, governance, and transparency, helping us to continue delivering essential services to the community. 

If you are passionate about social impact and have finance, accountancy, or financial management expertise, we would love to hear from you. 

We hope this pack provides you with an insight into our work and what being a Trustee at WSUP involves. Please reach out if you have any questions. 

Warm regards, 

Chris Hill 

Chair of Trustees 

About WSUP 

Woolwich Service Users Project (WSUP) is a community-led charity providing practical, health, and wellbeing support to people at risk or experiencing homelessness and poverty in Woolwich and the Royal Borough of Greenwich. Our services include: 

• Essential Support: Hot meals, clothing, showers, laundry, and haircuts. 

• Healthcare Access: Hepatitis C, TB testing, eye exams, GP drop-in 

• Housing & Benefits Signposting: Preventing homelessness through connecting with services. 

• Recovery Support: Harm reduction and peer-led recovery pathways. 

• Community Engagement: Mindfulness sessions and volunteering opportunities. 

WSUP is committed to embedding Trauma-Informed Care (TIC) and Psychologically Informed Environments (PIE) to improve service user experience. 

We work closely with local and national partners, including South East London Cancer Alliance, King's College London, Commonweal Housing, and homelessness services across South East London, Groundwork - Greenwich Healthier Communities Fund. 

Treasurer (Trustee) role description 

As well as fulfilling the general duties of a Trustee, the Treasurer maintains an overview of WSUP’s financial affairs, ensuring appropriate financial measures, controls, and procedures are in place. The Treasurer reports to the Board at regular intervals on the financial health of the organisation. 

Key responsibilities 

• Overseeing the presentation of budgets, internal management accounts, monthly and annual financial statements to the Board of Trustees.

• Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place.

• Ensuring that robust and comprehensive financial policies are in place and being implemented and supporting the development of policies covering financial reserves and cost management.

• Monitoring and advising on the financial viability of the charity.

• Overseeing financial controls and adherence to systems, regularly liaising with Chief Executive.

• Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process

• Keeping the board informed about its financial duties and responsibilities and liaising with the Chief Executive to develop the financial understanding of the Board of Trustees. 

• Defining Key Performance indicators (KPI’s) and tracking against forecast. Also to include monitoring fundraising targets. 

• Ensuring investments and assets are maximised. 

• Lead on the appointment of and liaison with external auditors.

• Oversee the development and implementation of systems for appraising, mitigating and reporting corporate risk.

• Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies, for example, the Charity Commission and/or the Registrar of Companies. 

• Liaise with the bank and be involved with the payment authorisation process 

• Oversee payroll updates and payment authorisation, plus authorise/pay employment related taxes/pensions/NI 

• Review financial aspects of grant applications 

What we are looking for 

Essential skills & experience 

• A finance professional. A knowledge of charity finance is an advantage. Otherwise an enthusiasm to learn, drawing from sound commercial experience and an understanding of the voluntary, community and social enterprise (VCSE) sector 

• A strategic thinker with an ability to balance risk and opportunity. 

• Clear communicator with the ability to bring the financial information alive to non-finance specialists.

• Willing to play an active role in areas such as forecasting, setting budgets, liaising with auditors 

Desirable skills 

• Understanding of grant funding, financial sustainability, and social impact finance. 

• Experience working with QuickBooks, Xero, or similar accounting software. 

• Previous experience as a Trustee, Treasurer, or charity finance lead. 

General responsibilities of all trustees 

As a Trustee, you will: 

• Support and provide advice on WSUP’s purpose, vision, goals and activities.

• Approve operational strategies and policies and monitor and evaluate their implementation.

• Oversee WSUP’s financial plans and budgets and monitor and evaluate progress.

• Ensure the effective and efficient administration of the organisation.

• Ensure that key risks are being identified, monitored and controlled effectively.

• Review and approve WSUP’s financial statements.

• Provide support and challenge to WSUP’s CEO in the exercise of their delegated authority and affairs.

• Keep abreast of changes in WSUP’s operating environment.

• Contribute to regular reviews of WSUP’s own governance.

• Attend Board meetings, adequately prepared to contribute to discussions.

• Use independent judgment, acting legally and in good faith to promote and protect WSUP’s interests, to the exclusion of their own personal and/or any third party interests.

• Contribute to the broader promotion of WSUP’s objects, aims and reputation by applying your skills, expertise, knowledge and contacts. 

As a small charity, there will be times when the trustees will need to be actively involved beyond Board meetings. This may involve scrutinising board papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, presenting externally, or other issues in which the trustee has special expertise.

Time commitment & term 

• Board Meetings: Held monthly (in Woolwich or remotely). 

• Finance & Audit Meetings: 3–4 per year. 

• Ad-hoc Involvement: Supporting the CEO on financial matters. 

• Estimated Time Commitment: 1–2 days per month. 

• Term: 3 years, with the option for renewal (max 9 years). 

• Expenses: This is a voluntary role, but reasonable expenses will be reimbursed. 

Benefits of becoming a WSUP Trustee 

• Play a key role in shaping the future of a growing, community-led charity. 

• Gain experience in charity governance, leadership, and financial management. 

• Work alongside a team of passionate and experienced professionals. 

• Make a tangible impact in the lives of people in Royal Borough of Greenwich. 

• Develop new skills and networks in the charity and voluntary sector. 

How to apply 

To apply for the role of Treasurer, please submit: 
- Your CV outlining your relevant experience. 
- A short cover letter (max 1 page) explaining why you are interested in the role and how your skills align with WSUP’s needs. 

If you’d like to discuss the role informally, please contact CEO, Darek Karwacki 

Commitment to diversity & inclusion 

WSUP is committed to building a diverse and inclusive Board that reflects the communities we serve. We particularly welcome applications from individuals with lived experience of homelessness, substance dependancy, or mental health challenges, as well as those from Black, Asian, and Minority Ethnic backgrounds, people with experience of migration, and those in precarious housing. 

We are happy to discuss reasonable adjustments to support your application. 

Thank you for your interest in joining WSUP as a Trustee. We look forward to hearing from you. 

Woolwich Service Users Project (WSUP) 

Charity No: 1175999 

Cedarwood Festival is seeking a new Treasurer to join the growing board team for 2025 and beyond. The new member will play a key role in the growth of the organisation and join an experienced team, passionate about the expansion of the gospel and unity in the north of England. 
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Role Purpose: 

Responsible for the overall financial health and compliance of the organisation. Producing financial reports, developing strategies to support the charity objectives.  Guiding and advising Trustees in making sound business decisions in the long and short-term. 

Role Duties: 

• Monitor the financial operations with event director, such as payroll ifapplicable, invoicing, and other transactions.

• Monitoring and managing cashflow, forecasting, income and expenditure. 

• Oversee outside services for tax preparation, auditing, banking, investments, andother financial needs as necessary 

• Track the company’s financial status and performance to identify areas forpotential improvement 

• Seek out methods for minimising financial risk to the company

• Produce financial reports for Trustees 

• Provide insightful information and expectations to Trustees to aid in long-term andshort-term decision making 

• Review financial data and prepare monthly and annual reports as appropriate

• Present financial reports to Trustees and stakeholders as relevant and appropriate.

• Stay up to date with technological advances and accounting software to be usedfor financial purposes 

• Establish and maintain financial policies and procedures for the company

• Understand and adhere to financial regulations and legislation. 

Desired Skills & Qualifications: 

Experience in organisational accounting and finance. Over 5 years’ experience in a  similar professional or voluntary finance role; general management and/or leadership  skills and experience; understanding of data privacy standards; good communication  skills, both written and verbal; good understanding of business principles and practices;good attention to detail; organisational skills; good computer skills; integrity, honesty.

Communication & Location: Most communications will take place via zoom and occasionally in person in the north east of England. Desired location would be north east of England to meet with team easily if needed but not essential.

Job Type: Part-time – Volunteer.

Reporting to: TRUSTEES

Essential qualities: You will be a committed Christian and share the vision and values of Cedarwood Festival that can be found on the website.

Buckinghamshire Disability Service (BuDS) is a leading disability charity operating across England.. The role of Co-Treasurer will be pivotal for the charity as it moves forward from a county to a national charity.

What will you be doing?

BuDS is an independent pan-disability organisation which is not tied to Government, NHS or council contracts. Our visionary aim is to abolish disability by building a world which is Fair4All, free of the barriers which disable people. We are led by disabled people and committed to the social model of disability.

We have decided to recruit Co-Treasurers because we recognise that the role will be easier to manage if divided between two individuals.The Co-Treasurers will be Trustees of BuDS and will need to embody our values and ethos. BuDS values diversity and inclusion and encourages everyone who meets the needs of the role to apply, regardless of their background or circumstances.

What Does the Role Entail? 

The role of Co-Treasurer is expected to involve a time commitment of around 2-3 hours per week, a combined total of 4-6 hours between the two post-holders. BuDS works remotely and flexibly using Microsoft Teams, so much of the work can be done at your own pace at times which suit you best. Meetings are kept to a minimum as all the Trustees are busy people. 

Working closely with the Co-Chairs and Co-Secretaries, and split between the two Co Treasurers, the five key responsibilities will be: 

1. The charity’s financial health and managing financial risks or hazards
2. Supporting grant or contract applications and funding proposals 
3. Supervising financial admin and ensuring best practice and compliance
4. Supporting the move to a Charitable Incorporated Organisation
5. Curating the Annual Accounts

What are we looking for?

These are the skills and experience we think are needed for this role, divided between the two Co-Treasurers. We are keen to develop people’s knowledge and skills through training and mentoring. 

Essential: 

• Strategic budgeting and forecasting 
• Microsoft Office 365 applications for remote working 
• A flexible, positive, problem-solving and organised approach to tasks 
• Commitment to the social model of disability 
• Lives in England 

Desirable: 

• Accountancy qualifications
• Charity finances and reporting and the SORP 
• Knowledge about Charitable Incorporated Organisations
• Lived experience as a disabled person or someone with a close personal connection

What difference will you make?

Our Trustees’ lived and professional experience of disability will help keep us on the right path as we grow. Trustees also have a key role in ensuring that our Values permeate the organisation at all levels, including within the Board itself.

Change and growth is a challenging time, and the continuing strategic and oversight role of Trustees will be critical to BuDS’ continuing success, with the officers (Co-Chairs, Co-Secretaries & Co-Treasurers) playing a pivotal role. The decisions to which you’ll be asked to contribute will be important

Following a change to our Articles concerning the composition of our Board, the successful candid could be the first Trustee in the 60-year history of the British Wheel of Yoga to be drawn from outside the membership, as part of our commitment to increasing the skills base and diversity of our Board.

We have a high-performing staff finance team so this is not a “nuts and bolts” Treasurer role where you are required to do the book keeping. Instead you will be the key link between the finance team and the Board as you lead your fellow Trustees in the performance of their fiduciary duties and engagement with the charity’s finances.

Key requirements include:

• ​Good knowledge, understanding and experience of charity and company finance, accounting requirements and procedures
• ​Good knowledge and understanding of the regulators’ (Charity Commission, Registrar of Companies) requirements regarding charity and company finance and reporting
• The ability to be an effective member of the Board team and its finance sub-committee (which you will chair), thinking strategically and working cooperatively.
• The ability and willingness to commit sufficient time to fulfil the role effectively.

Meeting schedule:

• Quarterly Board meetings in March, June, September and December
• Financial Planning Workshop in May
• The above meetings are all held via Zoom
• In person Board Retreat (January). A 24-hour residential event which gives an opportunity for Trustees to get to know each other and do some strategic thinking and planning.

With the exception of the Board Retreat, this is a fully remote role that would suit candidates from anywhere in the UK.

We are a small, friendly charity, run by four volunteer trustees and loads of volunteer fundraisers. We are a dynamic charitable incorporated organisation (CIO) based in Liverpool, dedicated to fundraising initiatives that create meaningful impact both locally and for baby and children’s hospitals in Sana’a, Yemen. Rooted in solidarity values, our work often aligns with principles of Islamic giving, including zakat, but is open to all who wish to give and support. On occasion, we co-fundraise with charities for Palestine.

We are seeking a volunteer treasurer to help us with financial management and reporting. Our turnover is less than £50,000 per year and we are therefore able to produce light touch accounts for the Charity Commission. We would like support with this, and with ensuring we remain financially compliant, as well as with ideas for sustainable fundraising. The trustees meet less than once a month and we anticipate a small time committment for this role. 

We are particularly keen to see applications from people who have a specific interest in health and wellbeing for people living in war affected states, especially Yemen; or who have a connection with Liverpool. We're a real passionate 'family' and look forward to welcoming a new member who shares our goals.

�� The Role

As our Volunteer Treasurer, you will play a vital role in supporting the financial health of the charity. You’ll oversee our finances, ensure transparency, and provide guidance to trustees on managing funds responsibly and in accordance with both UK charity law and, where relevant, principles of Islamic giving.

�� Key Responsibilities

• Maintain clear and accurate financial records using simple bookkeeping tools (e.g., spreadsheets or accounting software).
• Prepare simplified annual accounts and financial reports suitable for a small CIO.
• Advise the Board of Trustees on financial matters, ensuring informed decision-making.
• Oversee bank reconciliations, expense tracking, and budget monitoring.
• Ensure compliance with Charity Commission regulations and reporting deadlines.
• Provide guidance on zakat-eligible projects and ensure funds are managed in accordance with Islamic charitable principles where applicable.
• Help develop and review financial policies and procedures.
• Attend trustee meetings (typically quarterly) and provide financial updates.
• Brainstorm and share experience of novel and sustainable fundraising ideas.

�� Skills & Experience

Essential:

• Experience with bookkeeping, accounting, or finance (qualified accountant or qualified by experience).
• Familiarity with charity finance and reporting requirements (especially for small charities/CIOs).
• Strong attention to detail and ability to present financial information clearly to non-finance colleagues.
• Understanding of Islamic giving, including zakat, and ability to advise appropriately.
• Commitment to the values and objectives of the charity.

Desirable:

• Knowledge of digital accounting tools (e.g., QuickBooks, Xero, Excel).
• Previous trustee or treasurer experience in a charity setting.
• Experience of fundraising.
• Based in or familiar with the Liverpool community.
• Special interest in aligned issues or geographies.

�� What You’ll Gain

• Opportunity to make a tangible difference through financial stewardship.
• Be part of a passionate and friendly team of trustees and volunteers.
• Gain experience in governance and charity finance.
• Flexibility and autonomy to manage your time and role.

Are you looking for a volunteering role that supports the impact of the whole third sector? Infrastructure charity DataKind UK is looking for new members to join our Board of Trustees, including a Chair and Treasurer.

DataKind UK is a small charity with a vision for a strong, thriving third sector that embraces data use to become more impactful. We connect third sector organisations with data professionals to improve their decision making, problem solving, and working practices, by applying data science approaches to sector-wide challenges.

We’re looking for enthusiastic and supportive individuals to fuel our mission and direction by providing oversight of our operations, supporting with major decision-making, and advocating for our work and cause.

Being a trustee is a great way to give your time to a cause you care about, broaden your network, and develop your strategy and governance skills and knowledge. We particularly welcome applications from black, Asian, and minority ethnic candidates, LGBTQ+ candidates, and candidates with disabilities, as we would like to increase the representation of these groups in our community.

How to apply

To apply, please read our candidate pack for more detail and send a 1-2 page cover letter outlining what you would bring to the role based on the skills outlined in the candidate pack, especially highlighting if you are interested in the Chair or Treasurer role, along with your CV, by Monday 2 June.

Initial screening calls will take place during the week commencing Monday 9 June.

Interviews will take place on the 17, 18, and 19 June 2025, with the aim of new members being recruited and onboarded for the following board meeting in August.

Our partner is a legal charity committed to alleviating poverty and helping citizens create a fairer and more just society, by providing free, community based legal advice on issues affecting the day-to-day lives of people living in North Wales.

They are seeking a new Treasurer, with suitable accounting and finance experience as well as energy and enthusiasm, to provide board level insight and scrutiny of financial plans, processes and decision making.

The post holder will inspect and authorise fortnightly payments, review and approve the organisations financial statements, and oversee financial plans and budgets and monitor and evaluate progress. Previous governance experience is not required, and a full induction and training will be provided.

The board meets 4-6 times a year, usually remotely in the evening, with one annual in-person away day in North Wales. The total estimated time commitment required for the role is approximately 5 hours per month.

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For more Trustee and Treasurer roles please visit the AfID website.

Are you a finance whizz looking for a rewarding trustee role? We have an amazing opportunity to be a Treasurer for our board, where you’ll have oversight of all financial aspects of the charity and advise the board accordingly. You’ll also be a proactive board member who shares our vision and values, and works with us to shape the charity’s direction. We look forward to hearing from you!

This role can be undertaken remotely for the most part, with quarterly in-person board meetings in London. 

Please apply via the brief application form on our website.

The main tasks you'll be required to undertake:

• Oversight budgeting, forecasting and reporting both internally to the Board of Trustees as well as reporting of the annual accounts
   
• Ensuring that proper accounting records are kept, financial resources are properly invested and economically spent
   
• Review of internal financial control environment ensuring continuous improvement and timely follow up of any actions
   
• Contributing to the strategic plan and advising on financial implications, and monitoring and advising on the financial viability of the charity
   
• Being a dedicated and proactive trustee of the charity, making meaningful contributions to meetings and discussions, and leading ad hoc pieces of work as required

Our partner is a UK based charity supporting a grassroots project in Moshi, Tanzania, that empowers children and young people with the skills and opportunities to prepare them for a future without poverty.

They are seeking a Treasurer to join their expanding UK Board of Trustees to maintain an overview of the organisation’s financial affairs, ensure that its plans are financially viable, and that proper fiscal records, policies and procedures are maintained.

Key responsibilities include overseeing, approving and presenting budgets, accounts and financial statements; ensuring that the financial resources of the organisation meet its present and future needs; and advising on the financial implications of the organisation's strategic plans.

The Board meets quarterly, currently on a Saturday, and the total estimated time commitment required is 4 hours per month.

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For more Trustee & Treasurer roles please visit the AfID website.

Our partner empowers the most disadvantaged rural communities in Ethiopia to end child poverty, working with local communities to provide them with the support they need to take ownership of projects and drive sustainable change.

They are seeking a new Treasurer to advise the small charity on all matters involving the custody of financial resources, the application of those resources, financial procedures, and financial reporting both within the charity and to external stakeholders.

Key responsibilities include preparing draft financial plans and budgets, producing reports on actual financial performance against the budget, preparing end of year accounts, and overseeing financial records and the work of the organisations bookkeeper.

The Board meets quarterly, usually online but occasionally in London (hybrid), and the total time commitment required for the role is a few hours per month.

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For more Trustee & Treasurer roles please visit the AfID website.

Illuminate Financial Futures: Become Our Volunteer Treasurer at SUNSHINE

Are you a dedicated financial expert with a passion for social impact? SUNSHINE—a vibrant, soon-to-be registered charity dedicated to building stronger, more connected communities—is looking for you. As our Volunteer Treasurer, you'll be the strategic guardian of our funds, ensuring every penny drives transformative change.

About SUNSHINE

At SUNSHINE, we believe that genuine human connection transforms lives. Our mission is to combat isolation and spark community cohesion through innovative initiatives that bring people together. As we embark on this start-up journey, your financial expertise will be pivotal in establishing a transparent, sustainable, and trustworthy foundation for our impact.

Your Role as Treasurer

In this key volunteer position, you will:

• Ensure Financial Health: Oversee budgeting, monitor all financial transactions, and maintain a robust financial planning process.

• Maintain Accurate Records: Keep meticulous accounts and produce timely, transparent financial reports that inform our strategic decisions.

• Collaborate on Strategic Planning: Work closely with our Board and Committees to craft sustainable financial strategies that complement our fundraising and outreach efforts.

• Manage Compliance & Regulations: Support the charity registration process with the Charity Commission and manage HMRC requirements, ensuring our financial practices meet the highest standards.

• Identify Financial Opportunities & Risks: Proactively spot risks and potential opportunities, guiding the charity to make informed decisions that enhance our long-term impact.

What We’re Looking For

We’re seeking a detail-oriented, passionate volunteer who brings:

• Financial Expertise: A background in accounting, finance, or related disciplines—experience within the non-profit sector is a bonus.

• Strategic Vision: A knack for designing and executing financial plans that align with a dynamic start-up environment.

• Organisational Skill: Strong record-keeping, reporting, and data management capabilities.

• Commitment to Community: A deep passion for social impact and a willingness to apply your expertise to create sustainable change.

• Collaborative Spirit: A team player who can communicate financial insights clearly and work harmoniously with our diverse group of change-makers.

Why Join SUNSHINE as Our Treasurer?

This role is about more than just managing numbers—it's about building a legacy and ensuring that every financial decision propels us toward a future where genuine connection is the norm. By joining our team, you will:

• Drive Transformative Change: Your financial stewardship will empower our innovative projects and directly influence community well-being.

• Shape a Lasting Legacy: Help establish a transparent, accountable financial framework that will serve the charity for years to come.

• Grow & Evolve: Enhance your professional skills while working in a dynamic, purpose-driven environment.

• Experience Deep Fulfillment: Enjoy the satisfaction of knowing your efforts create tangible, positive change in people’s lives.

If you’re ready to use your financial acumen for a cause that’s as impactful as it is inspiring, we’d love to welcome you to our team. Help us lay a solid financial foundation for SUNSHINE—and together, let’s light up the future, one well-planned budget at a time.

Welcome to SUNSHINE—where every contribution creates lasting change.

Seeking Trustees

Are you passionate about your local area, and keen to contribute your skills to help people in Barnet who are in need? We are delighted to invite applications to become a Trustee of Barnet Giving, Registered Charity Number 1188459. We are seeking a Chair, Treasurer and three other trustees.

After a successful start, where we funded and supported projects for people in need, we are now looking for new Trustees to lead the organisation in a period of development. Barnet Giving enables local people, communities, charities and businesses to give their time and skills in support of local causes. Are you a fundraiser, an investor, a collaborator, a people-person, or a community activist? If so, read on to find out how you can get involved!

Introduction

Barnet Giving is a place-based giving initiative in the London Borough of Barnet. It enables local people to give time, skills and money in support of local causes. We bring together individuals, communities, charities, businesses and statutory partners to contribute their time, skills and experiences to make things better for their neighbourhoods. We have a strong commitment to equity and diversity. Barnet Giving is a registered charity that has a partnership agreement with CB Plus, who provide staff and resources to help carry out our work. CB Plus is also a registered charity and company limited by guarantee.  

We are delighted to invite applications to join our Board of Trustees, to take Barnet Giving to its next stage of development, increasing investment and contributions, enabling us to fund and support local community projects, that reach people in need.

You can apply to be a Trustee, or the Chair or the Treasurer.

Pleasw download the role description for further information

RECRUITMENT PROCESS

If you would like to apply, please download and complete the application form from the site.

The closing date for submissions is 16 May 2025.

If you are shortlisted, we will invite you to an interview and ask you to provide 2 references. All Trustees are expected to undertake a DBS check.

Who they are

Citizens Advice Richmond is a local charity that has helped the people of Richmond since 1940. They offer generalist advice on any issue and specialist debt advice. Citizens Advice Richmond is a member of the national Citizens Advice service, a network of around 300 local advice centres.

The role: What will you do?

● Complete an induction for your role.

● Maintain an awareness of how the local Citizens Advice is operating.

● Plan the board meetings, including the dates and the agenda, with the Company/Charity Secretary and the Chief Officer.

● Read papers for board meetings and attend six board meetings per year.

● Facilitate the trustee board meetings by leading the meeting, ensuring that agenda items are discussed, enabling all members to contribute their views and take part, and seeking clarification where necessary.

● Ensure that decisions and actions taken at board meetings are carried out.

● Ensure that the board decisions are made within the remit of the Citizens Advice membership agreement, governing documents, and policies.

● Monitor attendance and commitment of all trustees.

● Provide or arrange training or support for trustees if needed.

● With other trustees and the Chief Officer, recruit a trustee board with a diverse range of skills, experience, and knowledge, with an aim to promote trusteeship to underrepresented groups that represent the community.

● Ensure that all trustees receive an induction and the training needed for them to fulfil their role.

● Be proactive in recruiting successors to key positions such as Chair, Treasurer, etc.

● Arrange or provide support and supervision for the Chief Officer, including an annual appraisal.

● Together with the Treasurer, ensure proper management and control of local Citizens Advice finances.

● Together with the Chief Officer, represent the local Citizens Advice in relationships with funders or potential funders, at local events, and in the community.

● Work together with all trustees to ensure that the board can:

♦ Set policy and strategy direction, set targets, and evaluate the performance of Citizens Advice Richmond.

♦ Monitor the financial position of Citizens Advice Richmond, ensuring that it operates within its means and objectives, and ensuring there are clear lines of accountability for day-to-day financial management.

♦ Monitor whether Citizens Advice Richmond complies with its governing document and meets the required standards.

♦ Seek the views of all sections of the community and monitor how well the service meets the needs of the local community.

♦ Ensure the service plans for the recruitment and turnover of staff and volunteers.

♦ Review their own work and how effectively they operate, including action for improvement.

♦ Work on specific projects to further the strategic objectives of Citizens Advice Richmond.

What’s in it for you?

● Make a positive impact for people in your local area by ensuring the local Citizens Advice is sustainable and meeting the needs of the community.

● Meet people and build relationships with trustees, staff, and other volunteers.

● Build on your governance, leadership, and strategy skills.

● Increase your employability.

And they will reimburse expenses too.

What do you need to have?

You’ll need to:

● Understand the type of work undertaken by a local Citizens Advice.

● Understand and accept the responsibilities and liabilities as trustees.

● Be non-judgmental and respect views, values, and cultures that are different from your own.

● Have a good basis of leadership skills.

● Be able to facilitate and lead meetings.

● Have good interpersonal skills.

● Have good listening, verbal, and written communication skills.

● Be able to exercise good independent judgment.

● Have good numeracy skills to understand accounts with the support of the Treasurer.

● Be willing to learn about and follow the Citizens Advice aims, principles, and policies, including confidentiality and data protection.

● Be willing to undertake training in your role.

How much time do you need to give?

You will need up to one day a week for the regular activities, but this will vary. Trustee boards usually meet in the evenings, and you’ll likely need to give 12-15 hours per year to attend these. Sub-committees meet quarterly and a further 4-6 hours per year are required for these.

Valuing inclusion

Their volunteers come from a range of backgrounds, and they particularly welcome applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, and people from Black Asian Minority Ethnic (BAME) communities