Trustee volunteer volunteer roles

Trustee - Treasurer

About us: Could you help us get millions of separated children Back to Family?

Orphanages don’t protect children, they harm them. Put simply: the last thing an orphanage can provide is the first thing a child needs - someone to love them. 

Right now, 5.4 million children around the world are locked away in orphanages — even though over 80% of them are not orphans. Orphanages expose children to abuse and trafficking, and physical and psychological trauma that can last a lifetime. A century of evidence shows that the bond between a child and their family is what every child needs to grow, thrive and be safe. 

The role

As Treasurer you will chair our Finance, Risk and Audit Committee and act as the Board’s lead voice on financial matters. Working closely with our CEO, COO and executive team, you will help ensure HHC remains financially resilient and well-governed as we approach our ambitious 2030 goal by:

• Finance — overseeing our planning, budgeting and reporting processes; guiding the Board in approving annual accounts; advising on the financial implications of strategic decisions; and liaising with our external auditors.
• Risk management — providing oversight of our internal controls, financial control framework and risk register, and ensuring appropriate insurance and anti-fraud arrangements are in place.
• Governance — chairing the Finance, Risk and Audit Committee, leading the Board’s duty to ensure proper financial stewardship, and supporting compliance with Charity Commission and other regulatory requirements.

Who we are looking for

You will be a qualified accountant with strong commercial awareness and the ability to translate complex financial information clearly for a Board audience. Beyond the technical qualifications, we are looking for someone who brings:

• Experience of organisational risk management and internal controls
• A solid understanding of charity governance, trusteeship and the legal duties of a trustee
• Proven ability to communicate and explain financial information to non-finance colleagues and stakeholders
• The leadership skills to chair a committee and bring people together around shared goals

Above all, you will share our belief that every child deserves to grow up in the love and safety of a family, and our commitment to driving that change with courage, integrity, excellence and being deeply human. 

What we offer

This is a voluntary, unremunerated role. In return you will:

• Engage with our work across nine countries 
• Contribute to systemic change at global scale, helping to shape the future for separated children worldwide
• Be part of an organisation approaching its 2030 goal — a worldwide consensus that orphanages have no place in any child's life

Time commitment

The role requires approximately 12–18 days per year, comprising:

• Four Board meetings per year (in person, London or virtual)
• Four to five Finance, Risk and Audit Committee meetings per year (virtual)
• An annual two-day awayday, which may take place in one of our countries of operation
• Additional time for preparation, ad hoc queries and induction in your first year

The initial term of office is three years, with the possibility of two further three-year terms by mutual agreement.

Closing Date: The final cut off for applications is 5 pm BST Monday 22nd June 2026 so please get in touch if you have the right skills, experience and passion for our cause. 

To apply, please upload your CV and a brief covering letter indicating why you are interested in becoming a Trustee and Treasurer; why you believe your skills, experience, your values and match the requirements of this key trustee position.

Diversity

Hope and Homes for Children actively encourages diversity, equity and inclusion, and we look to recruit a diverse range of people to reflect the communities in which we live. We are keen to see a diverse membership of both the trustee body and committees as we believe diversity brings us closer to our mission of eliminating orphanages.

Thank you for considering this role. Every child deserves to grow up in the love and safety of a family

REF-228 796

Our Trustees support all aspects of our work, with the aim of providing strategic support, governance and assurance that enables us to continue to deliver our core service and increase the number of women we can support into work by dressing and coaching women for interview and job success. 

The time commitment for this voluntary, unpaid role is an average of a day a month, with more time given at busy periods of the year. There will be a requirement to attend board meetings, with some trustees also sitting on subcommittees that meet around 4 times a year. In addition, there are events to attend and occasional additional duties to support our wider work. 

Smart Works regularly completes board reviews and skills audits. At the current time, applicants with experience and knowledge in the following areas would be advantageous:

• Charity law and regulation
• Accounting, finance, audit
• Fundraising
• Risk
• Legal
• Change Management
• Fashion Retail

If you feel you have valuable experience and skills to contribute to the Smart Works mission and would like to use your professional experience for good, we would love to hear from you.

For full details of the role and how to apply, please see the job pack attached. 

We are the Lincs Mid, NE and Lincoln Branch of the RSPCA. Our Branch rehabilitates and re-homes animals rescued by National RSPCA Inspectors, as well as taking in animals from members of the public who can no longer care for them. We have three charity shops as well as other fundraising activity and local partnership to raise funds for our animal care activities.

We are a passionate and ambitious team seeking a new Chair of our Board. We are currently 9 Trustees with a wide range of experience. As Chair, you will lead our monthly committee meetings as well as AGM. We are hands on as a board, with a great team of staff and volunteers who deliver our core activity.

If the Chair role isn't for you, we also have opportunities on our Board to take the lead on our Charity Retail Operations or Health & Safety. We already have Trustees with specific expertise in e.g. HR and finance, and would love you to join us if you have experience in either charity retail management or health & safety. 

Please contact me to find out more.

Want to make a difference? Could you help us?

New trustees wanted

We are looking for up to three people to be active members of our Board of Trustees.
Together with the other trustees, staff, volunteers, and stakeholders you will help the
Foodbank deliver a non-judgemental and compassionate service, and help us as we
work towards a future where foodbanks are no longer needed. The Trustee may be
asked to take the lead on specific areas of our work, utilising their experience and
skills. We are particularly keen to hear from people who have experience in
fundraising/bid writing, human resources, communications/PR, and property
management.

Our vision

Our vision is a future where our foodbank is no longer needed because people can
afford the essentials and get the support they need when they need it, preventing them
from reaching a point of crisis.

Our mission

Our mission is to provide a compassionate, dignified, and non-judgemental service to
people within our community. We do this by working in partnership with other
organisations to provide holistic support that enables people to find a way out of their
crisis. We work together with partners and the other foodbanks in RCT to identify and
address the root causes of people needing to use our foodbank to alleviate poverty
within our community.
Volunteering is a fantastic way for you to be involved in your local community and
volunteers are at the heart of all that we do as a Foodbank.

We are looking for our next Chair of Trustees – someone who will work closely with our Executive Team and Board to guide the organisation through what is both a challenging and genuinely exciting time. The funding environment is tough. The political context is difficult. And yet the need for what we do has never been greater.

This is an unpaid voluntary role. Reasonable out-of-pocket expenses will be reimbursed in accordance with our Volunteer Expenses Policy.

The successful candidate will lead a vibrant, well-established, national charity as it navigates the next chapter of its story.

Main tasks

• Developing and setting our future strategy, alongside the Executive Team and other Trustees
• Helping shape and deliver our future, identifying opportunities in an evolving landscape
• Leading the Board of Trustees, including regular 1:1s and providing space for reflection
• Acting as a 'critical friend' to our Executive Team, as well as formal line management to the CEO (and COO in their absence)
• Acting as an ambassador for the charity – raising awareness of what we do and engaging potential supporters and other key stakeholders
• Responsibility, along with the other trustees, for the governance of the charity
• Contributing to the ongoing strategy of the charity, in line with our charitable objectives
• Participating in board meetings and sub-committees in an inclusive and thoughtful way

Please download our Chair Application Pack for more information.

Join Our Board of Trustees

Afrocats is looking to expand its Board of Trustees. With an established Board already in place, we are entering an exciting new phase of growth and seeking additional Trustees to help shape our future direction. 

Afrocats is an award-winning charity that champions creativity, wellbeing, and cultural belonging. Our work supports communities through creative expression, participation, and inclusive cultural experiences. As we expand our reach and impact, we are strengthening our Board to ensure we remain ambitious, sustainable, and community-led.

This is a meaningful opportunity to play a key role in the governance and strategic development of a growing organisation that centres equity, lived experience, and creativity.

 Who we are looking for:

Fundraising and Income Generation

We are looking for someone with experience in fundraising, bid writing, or income generation. You will support the development of long term funding strategies, major grant applications, and sustainable income growth.

Marketing and Corporate Engagement

We are looking for someone with experience in marketing or business engagement. You will help raise our profile, strengthen our brand, and develop meaningful partnerships with businesses and corporate supporters.

Philanthropy and Relationship Building

We are looking for someone with experience in philanthropy, fundraising networks, or relationship management. You will help us connect with donors, foundations, and individuals who can support our long term impact.

Volunteer Management

We are looking for someone with experience in volunteer coordination or management. You will help us develop inclusive, safe, and supportive volunteer systems as the organisation grows.

Finance and Accounting

We are looking for a qualified finance professional, ideally a chartered accountant. You will support financial oversight, planning, reporting, and long term financial sustainability.

What you will do as a Trustee

As a Trustee, you will help guide the strategic direction of Afrocats and ensure we remain financially sustainable, well governed, and aligned with our mission. You will contribute to decision making at Board level, support risk and compliance oversight, and help ensure our work continues to centre creativity, wellbeing, and community impact.

You will also act as an ambassador for Afrocats, helping to champion our work and values across your networks and beyond.

Why join Afrocats

This is a rare opportunity to join a growing and forward thinking charity at a pivotal moment in its journey.

You will have the opportunity to shape strategy and influence long term direction, while supporting a mission driven organisation making a real difference in communities. You will develop your skills in a Board setting, expand your professional network, and contribute to work that centres inclusion, creativity, and social impact.

We are a welcoming and inclusive organisation and we actively encourage applications from people of all backgrounds, identities, and lived experiences.

Rolling interviews will take place until Friday 19th June 2026 

This is an exciting moment for us at SICK!, and we are thrilled to invite passionate, forward-thinking individuals to join our Board.

With our unwavering focus on mental and physical health, disability, inequality, and social change, our work has never been more relevant. We are proud of the growing impact we’re making locally and globally, and this is being recognised by our partners and funders who are investing in our long-term vision for the future.

Including Arts Council England who have committed to investing in our work as a National Portfolio Organisation 2023-2028.

In 2026, we present the latest iteration of SICK! Festival - with Beat One taking place throughout May.

Central to this is our Creative Resuscitation (CPR) model, which shifts us from a biennial, month-long festival to a year-round rhythm of seasonal “beats”. This structure is designed to disrupt unsustainable cycles, deepen relationships, and embed community voice and public outcomes across everything we do.

This festival, under SICK!’s new leadership, marked a pivotal moment in our journey as we deepen our commitment to engaging with pressing societal issues and sparking meaningful conversations.

We are looking to recruit new trustees, including but not limited to, with skills and professional qualifications in finance/accountancy, experience in communications or development and fundraising.

As an organisation, we are committed to ensuring our Board reflects the diversity of the communities we serve. We are actively encouraging applications from people facing racism, those who identify as LGBTQIA+, individuals from lower socio-economic backgrounds, and those with disabilities. We would also welcome applications from people with connections to Moston, Harpurhey, and Charlestown.

Join us and play a crucial role in shaping the future of SICK! as we continue our mission to challenge

perceptions, inspire action, and bring about real change.

We look forward to hearing from you.

Becoming a Trustee with Brigantia Learning Trust is an opportunity to make a meaningful, lasting difference. Trustees are central to our mission. You will be part of a committed group helping to shape the future of education across our academies. You’ll work alongside passionate professionals, community leaders, and educators to ensure that every learner thrives, regardless of background, barriers, or circumstance. This is a chance to support transformative work, promote fairness, and be part of creating excellence together. 

As a volunteer Trustee, we are committed to ensuring your time with us is meaningful and rewarding. As a Trustee, you will receive:

• A personalised induction and ongoing CPD
• Mentoring from experienced Board members
• Access to Trust-wide networks and national conferences
• Opportunities to build your governance experience
• Strategic engagement with our Executive Team
• The chance to shape young lives and strengthen communities.

Trustees play a critical leadership role to ensure the Trust meets its charitable purpose and remains focused on the communities it serves. As a member of the board, you will:

• Set and safeguard the ethos and strategic direction
• Monitor performance and hold the CEO to account
• Represent the voice and needs of our diverse communities
• Oversee financial and legal compliance
• Ensure decisions are made with equity, integrity and purpose.

We are building a Board that reflects the richness and diversity of the communities we serve. We welcome people from all walks of life who care about education and social justice.

• A shared belief in our mission and values
• Integrity, curiosity, and strategic thinking
• A sense of civic duty and community commitment
• Willingness to learn and grow as part of a team

We ask for: 

• 4–6 Board meetings per year
• Participation in at least one committee or working group
• Occasional attendance to school or Trust events (encouraged)

We keep local history alive by managing a community centre that houses an internationally important quilt collection. Through exhibitions, workshops, talks and outreach, we promote patchwork, quilting and care for our collection of antique and heritage quilts.

Each year we welcome thousands of visitors through our doors, to explore and learn about our collection and be inspired! The Trustee Treasurer plays a key role in supporting the effective financial governance and sustainability of The Quilt Association. Working closely with the Chair, Secretary, fellow trustees, and any staff responsible for day-to-day finance administration, the Treasurer helps ensure that the organisation manages its finances responsibly, complies with legal and regulatory requirements, and maintains sound financial oversight.

This role is central to helping the Board make informed decisions, safeguard the charity’s resources, and ensure the long-term financial health of the organisation.

Position: Trustee Treasurer

Responsible to: Chair of Trustees

Location: We are based in Llanidloes, Mid Wales, but you don't have to be. We are open to remote and hybrid volunteering, however we do ask that you be within a reasonable distance to attend our key dates and exhibitions.

Hours: Approx 6 hours per month to include the Trustee Board meeting, any preparation work and subgroups.

Expenses: This role is voluntary, reasonable expenses will be reimbursed in accordance with our Expenses policy.

Key responsibilities

As a trustee, you will contribute to the overall development and oversight of organisational strategy. You will be responsible for ensuring the organisation operates in line with its charitable objectives and governing documents, including risk management and compliance with relevant regulations. You'll safeguard the long-term sustainability of the organisation, including financial stability and act as an ambassador for the organisation. As a trustee, you'll also have the opportunity to be involved in the care, conservation, and accessibility of the quilt collection. 

As Treasurer, you will:

• Support the Board in overseeing the financial affairs of the organisation and ensuring that effective financial controls and procedures are in place

• Help ensure that QA operates in line with its governing documents, charity law, company law, and financial regulations

• Work with the Chair, Secretary, and any relevant staff to prepare and present clear financial information to the Board

• Monitor income, expenditure, cash flow, and reserves, helping trustees understand the organisation’s financial position

• Support the preparation and approval of annual budgets and financial forecasts

• Ensure that appropriate accounting records are maintained and that financial reporting is accurate and timely

• Support the preparation and submission of annual accounts, returns, and reports to Companies House and the Charity Commission

• Liaise with independent examiners or auditors where required

• Ensure that appropriate financial policies, controls, and risk management processes are in place

• Contribute to strategic planning and decision-making, particularly in relation to financial sustainability and fundraising opportunities

• Act as a point of contact for trustees regarding financial governance and procedures

• Support trustee induction by ensuring new trustees understand the organisation’s financial responsibilities and position

Person Specification

We are looking for individuals who are committed to the aims of The Quilt Association and who can contribute to the effective governance and financial sustainability of the organisation.

Essential Qualities and Experience

We are looking for people with a willingness to devote the necessary time and effort. 

• Confidence working with financial information and budgets

• Ability to think strategically and make sound judgements

• Good communication and interpersonal skills

• Ability to work collaboratively as part of a board

• A clear understanding of, or willingness to learn about, trustee responsibilities

• An organised and methodical approach to financial oversight and record keeping

• Integrity, accountability, and attention to detail

Desirable Experience

• Experience in finance, bookkeeping, accounting, budgeting, or financial management

• Experience of charity finance, governance, or compliance requirements

• Understanding of financial reporting requirements for charities and companies limited by guarantee

Previous trustee experience is not essential—we will provide induction and support.

Due to the nature of this role, appointment will be subject to a Standard DBS

St Basils is looking for a new Non-Exec Director / Trustee to join our Board as the Designated Safeguarding Board Member.

About Us

St Basils works with young people aged 16-25 who are homeless or at risk of homelessness, to enable them to find and keep a home, grow their confidence, develop their skills, increase opportunities and ultimately prevent homelessness.

We help just over 4,000 young people each year across the West Midlands, with services in Birmingham, Coventry, Sandwell, Solihull, Warwickshire and Worcestershire. Our services range from providing supported accommodation to outreach, advice, support, employability and engagement services to help young people regain the stability they need to rebuild their lives, gain skills, confidence and employment and move on. The aim is to help them successfully break the ‘cycle of homelessness’ so that they can go on to experience a bright, fulfilling future and never return to a state where they are at risk of homelessness again.

About our Board

We are a registered provider of social housing, a charity and a company limited by guarantee, meaning our Board members are both Directors and Trustees.

To navigate our challenging regulatory landscape, we need to be tightly governed. At the heart of this is a Board with the right knowledge, values, skills and diversity, all whilst working towards our vision that homelessness should not be part of growing up.

As a member of St Basils’ Board, you will be a guardian of St Basils’ charitable purpose. You will be responsible for holding the Senior Leadership Team to account through constructive challenge and support, and for ensuring St Basils’ strategic priorities are met.

You will form part of St Basils’ governance framework, providing oversight of key business areas, such as business planning, safeguarding, risk, finance, health and safety, EDI and business development. 

Our Board is made up of 14 members, 2 of which are designated for young people who have lived experience of homelessness and / or St Basils’ services.

St Basils has adopted the RACE Equality Code and is actively seeking applications for Board members from Black communities to ensure our Board is reflective of both the young people that we serve and our dedicated workforce.

About the Role

We are looking for a voluntary Director / Trustee with a professional background in safeguarding to join our Board as the Designated Safeguarding Board Member. Our new Board member will need to have a strong understanding of safeguarding, ideally with experience in supporting vulnerable young people.

As the Designated Safeguarding Board Member, you will:

• Work with St Basils’ Designated Safeguarding Lead (DSL) to regularly review safeguarding reports, trends and serious incidents
• Act as a safeguarding champion at Board level, supporting other Directors / Trustees to develop their understanding and confidence in safeguarding
• Provide oversight of allegations or safeguarding concerns relating to staff, volunteers or Board Members
• Attend regular meetings and engage with services, staff and young people to maintain visibility of safeguarding in practice
• Support the Chair, CEO and DSL in ensuring appropriate governance oversight of serious safeguarding incidents, including reputational considerations
• Ensure the Board receives appropriate assurance on safeguarding risks and how they are managed

Our new Director / Trustee will sit on our Service Delivery & Development Committee which oversees both the housing elements of our services as well as the support / progression we provide to our young people. This committee meets virtually, one a quarter.

Although the role is voluntary, reasonable expenses will be paid for costs incurred in undertaking the role.

About You

You will be a Designated Safeguarding Lead (DSL) or have significant experience in a senior safeguarding role.

You will demonstrate sound judgement and be able to challenge confidently and constructively, although you do not need to have Board experience.

You will work within the principles of Equality, Diversity & Inclusion and understand the needs of the diverse young people we serve.

You will put the needs of young people first, be passionate about ending youth homelessness and share our mission, vision and principles.

Time Commitment

You will need to be able to attend the majority of Board and Committee meetings, one of each is held each quarter (8 meetings total per year). Each meeting will last around 2 hours and will normally be held late afternoon/early evening (usually 4pm – 6pm). Board meetings are held in person at St Basils’ Head Office in Birmingham, and Committee meetings are held virtually via Microsoft Teams. The dates for meetings are set by calendar year, towards the end of the previous year.

Meeting papers will be shared via an online portal one week in advance of the meeting to allow for sufficient preparation time.

A Board away day is held each year, usually October, and every other year this includes an overnight stay. This will be fully paid for by St Basils.

We encourage Board members to visit our accommodation services to deepen understanding of our work and support effective governance and decision-making. We would like all Board members to make 2 visits a year if possible.

All travel expenses incurred in attending Board meetings / conducting site visits will be reimbursed by St Basils.

What’s in it for you?

We offer a series of essential online training courses (for example GDPR, Cyber Security, EDI, Safeguarding, Risk Management) and the opportunity to do additional online or in-person training, such as Psychologically Informed Environment training. As part of our commitment to race equality, we provide mandatory Anti-Racism training for all staff and Board members.

You will be part of a knowledgeable and supportive Board and have the opportunity to work alongside young people with lived experience.

You will have the guidance of a knowledgeable Chair to support your development as a Director / Trustee, and you will have access to St Basils’ Senior Leadership Team to help you fulfil your role.

St Basils is a learning organisation and therefore we are able to support and develop Board members who are new to the role. In addition, St Basils has membership with the Board Development Agency, which provides our Board Members with access to webinars and development tools specific to housing sector Boards.

Being a Director / Trustee at St Basils is more than just attending meetings – if you would like to contribute to an organisation that has young people at its core, where you can visibly see the difference you are making, then this is the role for you.

For further information please see the link to the full job pack.

We welcome early applications and will interview on a rolling basis.

The Chair of Trustees will hold the Board and Senior Management Team to account for The Lullaby Trust’s mission and vision, providing inclusive leadership to the Board of Trustees, ensuring that each trustee fulfils their duties and responsibilities for the effective governance of the charity. 

THE IDEAL CANDIDATE
We are seeking a volunteer with a strong professional track record in finance or accountancy, who can provide senior level oversight on our Finance and Compliance Committee. You will have an understanding of best practice in financial reporting, controls and governance. A background in charity finance is not essential but would be advantageous. We are seeking a Trustee with sound judgement, the highest professional standards and integrity and strong communication skills who would enjoy contributing to the overall governance of the charity. This role would suit someone with a finance background looking for their first trustee position or who has been a Treasurer for a smaller charity and is not looking for a larger Treasurer role at this time.

THE RECRUITMENT PROCESS
Please see the How to Apply section further below to apply for this role.
We will have an informal selection panel to consider volunteer applications and if you are selected you will be one of the people who will lead the CCFA and decide how it is run.
Working with our other trustees, your skills and experience will be key to the success and development of the CCFA. The successful candidate will benefit from being part of a dynamic and successful trustee body of a charity which demonstrates great social value to young people and to society, and to those adult volunteers who train and develop the cadets, inspiring them to achieve their full potential.
As you will become a charity trustee and company director, and as we work with young people, there are a number of eligibility criteria which we will cover with you. Please ask us if you have any questions around your eligibility for this role.
You can find out more about what we look for in a Trustee in Annex B.

TENURE
Once elected as a trustee, you will be asked to serve for a three-year term, following which by mutual agreement you could be elected for a further three-year term.
On election you will have a probationary period of 3 to 4 months depending on your joining date and dates of board meetings and committee group meetings. In the probationary period you should attend one board meeting and at least two committee meetings as a trustee. This will give you an insight into the work done by trustees and the commitment required to be a trustee and will allow both the board and you to assess whether this role is suitable for you. You will have full trustee voting rights during the probationary period.

WELCOME
The Army Cadet Charitable Trust UK (ACCT UK) is a 96-year-old national youth charity dedicated to improving the life chances of young people and is the official charity supporting the national youth movement known as the Army Cadet Force (ACF). We help disadvantaged young people access the opportunities and benefits available in the Army Cadet programme and, through doing so, enable them to develop and achieve their own potential. We provide grants both to individual cadets and cadet counties so that they can train, go on camps, and learn valuable new skills that will benefit them well into their adult lives. We also support the adult volunteers who deliver the training and whose support is vital to the work of the Army Cadets.
We warmly welcome applicants from all sections of the community regardless of their age, religion, gender identity or expression, race, disability or sexual orientation, and are committed to promoting diversity, and equality of opportunity. It is important for us to be representative of the community we serve, and this starts with the diversity of our board members. We ensure that all of our trustees are valued equally and able to contribute on an equal footing, regardless of their background or identity.

ABOUT THE ROLE
The Finance specialist trustee will be an important member of ACCT UK’s Board. You would be part of our team of trustees overseeing the strategic direction of ACCT UK to ensure that it achieves its charitable objects with the particular role of monitoring its financial management. Our charity is financially secure and stable, nevertheless we are looking for an additional trustee with finance experience to work in partnership with the charity’s Treasurer (Chair of the Finance and General Purposes Committee) in monitoring the work of the Charity’s finance team, thus providing fellow board trustees with financial insight and reassurance. We would say it, wouldn’t we (!), but we think you would really enjoy being a trustee and also find it hugely satisfying and rewarding. A fuller description of the role is at Annex A.

THE IDEAL CANDIDATE
We are seeking a volunteer with a strong professional track record in finance or accountancy, who can provide senior level oversight on our Finance and General Purposes Committee. You will have an understanding of best practice in financial
reporting, controls and governance. A background in charity finance is not essential but would be advantageous. We are seeking a Trustee with sound judgement, the highest professional standards and integrity and strong communication skills who would enjoy contributing to the overall governance of the charity. This role would suit someone with a finance background looking for their first trustee position or who has been a Treasurer for a smaller charity and is not looking for a larger Treasurer role at this time.

TENURE
Once elected as a trustee, you will be asked to serve for a three-year term, following which by mutual agreement you could be elected for a further three-year term.
On election you will have a probationary period of 3 to 4 months depending on your joining date and dates of board meetings and committee group meetings. In the probationary period you should attend one board meeting and at least two committee meetings as a trustee. This will give you an insight into the work done by trustees and the commitment required to be a trustee and will allow both the board and you to assess whether this role is suitable for you. You will have full trustee voting rights during the probationary period.

Finance Trustee - Citizens Advice

Citizens Advice South Lincolnshire is seeking a trustee with financial experience to help shape the future of our high-performing advice charity.

With offices in Grantham, Spalding and Stamford, plus outreach centres across the region, we support a population of 225,000 people. Last year, we helped 14,000 clients with 60,000 issues and secured over £7 million of additional income for them. We are here for everyone to help people move on with their lives.

As a trustee, you will join a well-known, respected charity, influence strategy, strengthen governance and contribute to meaningful change. This is an opportunity to share your expertise with other professional, dedicated trustees, gain valuable experience, build on your leadership and strategy skills, and increase your employability. Previous Board experience would be an advantage, but is not essential.

You will guide the Board and the Chief Executive Officer on the key assumptions and financial implications of budgets and plans. You will use your financial knowledge and understanding to oversee the financial management of the charity and advise the Board.

You will monitor the charity’s financial performance and support the CEO and financial team in areas such as budgeting, clear and accurate financial reporting and financial compliance. This is an opportunity for you to:

· join a respected national charity

· make a positive impact for people in your local area, and

· gain valuable board experience and build leadership and strategy skills.

The time commitment is four in-person Board meetings and four or five remote committee meetings a year, a Board Away Day and an involvement of 1-2 days per month with the Finance Team. 

What do you need to become a trustee?

Trustees don’t need specific qualifications, but we expect all trustees to have 
six core skills: 

● Insight into the organisation: considering CASL’s objects and its public 
benefit strategically 
● Challenging constructively: clarifying facts; stimulating thought 
● Analysing issues: being objective; evaluating risks; using evidence; 
planning ahead 
● Weighing up opinions: using evidence; balancing long- and short-term; 
prioritising value 
● Interpersonal skills: communicating clearly; listening actively; 
supporting a healthy culture, and 
● Confidence and self-awareness: collaborating with others; treating 
everyone with respect.

In addition, as Finance Trustee you will need:

● financial literacy, including experience of creating and managing 
budgets 
● ability to interpret financial information and communicate it clearly, and 
● strong analytical skills. 

For this role, we also value:

● experience of working in finance, accounting and/or audit 
● experience in charity finance, SORP, or nonprofit financial management 
● familiarity with financial software, and/or 
● experience of Board or committee work.

Finally, competent trustees should have these six personal qualities to some 
extent, and demonstrate them in their behaviours: 

● Committed - motivated, dedicated, persevering; plays an active role. 
● Responsible - accountable, independent, reliable; accepts collective 
responsibility. 
● Trustworthy - ethical, principled; is a critical friend and focuses on 
continuous improvement. 
● Collaborative - team-oriented, approachable; builds relationships and 
seeks consensus. 
● Confident - independent; contributes constructively and expresses 
opinions courageously. 
● Thoughtful - curious, adaptable, open-minded; appropriately challenges 
the status quo.