Accounting volunteer roles
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Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Pirate Castle is looking for a voluntary Treasurer Trustee to join our friendly and committed Trustee Board. We are an iconic Camden-based community boating charity, established in 1966; we are proud to say that 2026 is our 60th anniversary.
Our well-known castle building sits on the banks of the Regent's Canal in the heart of Camden Town. We rent out our community space and offer a range of watersports for children and adults of all ages and abilities. Kayaking and canal boating are core to our work and we tackle disadvantage and support our community by offering subsidised sport and recreation, including through the school holidays. If you ever walk along the canal tow path in Camden you can't help but notice us on the water!
The ideal candidate will have a strong background in financial analysis or accounting, ideally with a professional accountancy qualification.The role involves working with our contracted Bookkeeper and Development Manager to monitor and oversee the charity's finances month-to-month and to report to trustees at Board meetings. It also involves overseeing the preparation of the annual accounts, together with our external accounts inspector (our annual income level is below the audit threshold).
The charity is in a sound financial position. As the Treasurer you will also be involved in and have an important voice in the charity's strategic management and governance. We are a friendly Trustee Board and staff team, looking for a Treasurer with solid financial analysis and an ability to communicate with others from all walks of life. You can expect about 4-5 hours' work per month on average. The Board meets 10 times each year, usually on a Monday evening. Most of our meetings are held remotely though two meetings each year are held in person in our Camden Castle building.
Please note this is a voluntary (unpaid) position. As a Trustee you would be a director of our company limited by guarantee. We maintain directors and officers insurance for our Board members.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Volunteer Opportunity – Treasurer Trustee
Independent Arts Isle of Wight
Do you have financial skills and experience that could help strengthen creativity, wellbeing, and
community connections across the Isle of Wight?
Independent Arts is seeking a Treasurer Trustee to join our Board and help support the charity’s
continued growth and sustainability.
Independent Arts works with people of all ages and backgrounds, using creativity and
participation in the arts to improve wellbeing, reduce isolation, build confidence, and
strengthen communities. We believe that creativity can have a positive impact on people’s lives,
and we are looking for someone who shares our values and wants to make a meaningful
contribution.
As Treasurer Trustee, you will play an important role in helping the Board oversee the charity’s financial affairs, ensuring strong financial governance and supporting informed decision-making. You will work alongside fellow trustees and staff to help ensure the organisation remains financially sustainable and able to continue delivering its valuable work across the Isle of Wight.
We are looking for someone who can offer:
• Experience in finance, accounting, budgeting, business planning, or financial
management
• The ability to understand and explain financial information clearly
• Strategic thinking and sound judgement
• A collaborative approach and willingness to contribute to Board discussions
• Commitment to good governance and the aims of Independent Arts
Previous charity trustee experience or a professional accounting qualification would be
welcome but is not essential. We encourage applications from people with relevant skills and
practical experience from a range of professional and personal backgrounds.
What you’ll gain from the role:
• The opportunity to make a meaningful impact within the local community
• Experience of charity leadership and governance
• The chance to use your professional skills for social good
• The opportunity to work alongside a passionate and committed Board and team
• A chance to support creativity, wellbeing, and inclusive community development across
the Isle of Wight
Time commitment
This is a voluntary role. The Treasurer Trustee will be expected to attend quarterly Board and
finance committee meetings and review papers in advance, with additional time required to
support the CEO in financial planning, Board and annual reporting activities.
Independent Arts is committed to equality, diversity, and inclusion and welcomes applications
from people of all backgrounds, experiences, and communities.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Treasurer will play a pivotal role in helping PRDA build a stronger, more resilient organisation so that we can support more people living with the long-term effects of pelvic radiotherapy.
What will you be doing?
PRDA is entering an exciting new phase of development. Over the past two years we have expanded our services, grown our income, increased our partnerships with healthcare professionals and strengthened our support for people living with Pelvic Radiation Disease. We now have a small staff team supported by a committed Board of Trustees, and we are focused on building a financially sustainable organisation that can continue to grow its reach and impact.
Our Board currently consists of six trustees and a Chair, bringing together expertise from healthcare, patient advocacy, communications, governance and the charity sector. We work collaboratively and maintain a close, supportive relationship with the staff team. While the Board's primary role is strategic, we are a small charity where trustees are encouraged to share their expertise and contribute in practical ways when appropriate.
Our current Treasurer will be stepping down at the end of 2026, creating an exciting opportunity for someone to help shape the next stage of PRDA's journey.
As Treasurer, you will work closely with the Chair, our Operations Manager and fellow trustees to provide strategic financial oversight. You will help the Board understand the charity's financial position, oversee budgeting, reserves and cashflow, review financial reporting and support good financial governance. You will also play an important role in ensuring the charity continues to meet its regulatory responsibilities and can make informed decisions as we continue to grow.
Our Board meets online four or five times a year, together with an annual in-person strategy day. Between meetings, the Treasurer will provide occasional advice and support to the Chair and staff team on financial matters and funding opportunities as required.
Over the next three years we have ambitious plans to expand our patient support services, strengthen our education for healthcare professionals, increase awareness of Pelvic Radiation Disease and diversify our income so that our services remain sustainable for the future. This is an opportunity to join a Board at a time when thoughtful financial leadership will directly influence how quickly and effectively we can achieve those ambitions.
Perhaps most importantly, this is a chance to join a friendly, engaged Board where your contribution will be genuinely valued. In a small charity like PRDA, trustees are close to the organisation's work and can clearly see the difference their expertise makes.
What are we looking for?
Person specification
- Empathy with PRDA’s mission and the people we support
- Demonstrable experience of relevant financial management skills
- Understanding of charity finance and statutory requirements
- Able to communicate financial information to those without finance background
- Sound judgement, integrity and a commitment to good governance
- Strategic thinker
- Creative thinker and solutions minded
- Collaborative, respectful approach and willingness to challenge constructively
What difference will you make?
The Treasurer will play a pivotal role in helping PRDA build a stronger, more resilient organisation so that we can support more people living with the long-term effects of pelvic radiotherapy.
Demand for our services continues to grow as awareness of Pelvic Radiation Disease increases and more people seek information, support and advocacy. At the same time, charities face an increasingly challenging funding environment, making sound financial leadership more important than ever.
Your expertise will help ensure the Board has the financial insight and confidence to make strategic decisions about investing in new services, developing partnerships and securing the organisation's long-term sustainability. By providing robust financial oversight and constructive challenge, you will help us balance ambition with responsible stewardship of our resources.
This role offers the opportunity to influence the future of a charity that is still relatively small but growing rapidly. Your advice will directly inform decisions about how we develop our services, respond to new opportunities and maximise the impact of every pound we raise.
Ultimately, your contribution will enable PRDA to reach more patients and families, provide more high-quality information and peer support, strengthen education for healthcare professionals and continue advocating for earlier diagnosis and better care for people affected by Pelvic Radiation Disease.
Unlike trusteeship in many larger organisations, your impact at PRDA will be visible. You will work alongside a committed Board and staff team who value collaboration, welcome new ideas and recognise the importance of good governance in achieving meaningful change.
This is an opportunity to use your financial expertise to help ensure that no one faces Pelvic Radiation Disease alone, and that PRDA continues to grow into a stronger, more sustainable charity capable of improving lives across the UK.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Would you like to join our Board of Trustees of Sheffield and Rotherham Wildlife Trust?
This year we are looking for three people to join our Board of Trustees at our AGM in October 26.
Trustees of the Sheffield and Rotherham Wildlife Trust (SRWT) are volunteers who together lead the organisation in the planning, resourcing and delivery of its activities, so that it can achieve its charitable objectives. An enthusiastic, committed and active Board of Trustees, with a good range of knowledge, skills, experience and personal qualities is vital to the healthy and effective running of the organisation.
The Board of Trustees:
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lead the strategic development and planning of the Trust
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develop and adopt appropriate policies
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aim to ensure that the Trust is legally compliant and works to best practice wherever possible
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supports, guides and advises the Trust’s staff and volunteers, especially the CEO and the Executive Team
This year, we are especially keen to hear from people who:
Have expertise, knowledge and experience in one or more of the of the following areas:
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Marketing
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Commercial management, business acumen, profit for purpose experience (with reference to our consultancy)
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Green finance.
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Enterprise development
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Income generation
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Legal experience
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Health, Safety and safeguarding policy and compliance
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Have a good knowledge of communities and/or natural environment in Rotherham
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Can represent more of our diverse community in Sheffield & Rotherham
We are also recruiting for a Trustee to be our Treasurer who will have:
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Professional accounting qualification (e.g. ACA, ACCA, CIMA, AAT)
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Ability to analyse proposals and understand financial consequences
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Understanding of financial risk
Skills & Experience
Trustees should demonstrate some or all of the following:
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Passion for nature
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Interest in and enthusiasm for the work of the Wildlife Trust
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Experience of working as part of a decision-making group, board or committee either in a business or voluntary environment
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Experience or knowledge of the legal requirements of a charity
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Local knowledge of the places in which the Sheffield & Rotherham Wildlife Trust operates
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Experience of financial management and budgeting in a business or voluntary environment
The following areas of expertise are always welcome on the Board:
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Environmental Law/ Protected species
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Land Management and Conservation
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Community Outreach and Development
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Education & Training, Working with Children and Young People
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Advocacy & Campaigning
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Research: relevant to the work of the Trust
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Fundraising
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Make a Difference with Essex Respite & Care Association (ERCA)
Are you experienced in finance or accounting and looking for a rewarding way to give back to your local community?
At Essex Respite & Care Association (ERCA), we are seeking a Volunteer to join our charity and help support the important work we do for adults living with dementia, mental health conditions, and other long-term health needs across Essex.
This voluntary role requires approximately 2–3 hours per week and offers the opportunity to use your financial skills to make a real difference.
The Role
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Maintain oversight of the charity's financial records.
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Help keep our accounts up to date and well organised.
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Prepare and review profit and loss reports and other financial information.
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Work alongside the Charity Manager and Board of Trustees to support good financial governance.
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Provide financial guidance where appropriate.
About You
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Experience in accounting, bookkeeping, finance, or a similar financial role.
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Good organisational skills and attention to detail.
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Confident working with financial information.
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A commitment to supporting a local charity and its values.
A full handover will be provided by our outgoing Treasurer, ensuring you have the support needed to settle into the role.
This is a fantastic opportunity to use your skills to help a well-established local charity continue providing vital support to people across Essex.
If you would like to find out more, we'd love to hear from you.
We believe everyone deserves compassionate mental health support. Our services are designed to empower individuals facing mental health challenges.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
An international child protection NGO headquartered in Cambodia is seeking a volunteer accountant to review and strengthen accounting systems, software and financial management processes.
The organisation works across Southeast Asia, supporting vulnerable children, young people and communities through programmes focused on child protection, education, livelihoods and social inclusion.
The volunteer will work alongside the finance team to assess current systems and support practical improvements across financial management and reporting.
Key areas of support may include accounting systems, software options, financial reporting consistency, internal controls and practical systems improvements across country programmes.
This would suit a volunteer with strong systems and financial management experience, ideally with experience of complex organisations or multi programme environments.
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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
A conservation NGO in Indonesia is seeking a volunteer accountant to strengthen donor reporting, financial systems and accounting processes.
The organisation works with fishing communities, women and young people to support community based natural resource management, sustainable livelihoods and biodiversity conservation.
The finance team currently relies heavily on Excel and is planning to move to a more structured accounting platform.
The volunteer will work with the team to review budgeting and donor reporting templates, support the transition from Excel, improve reporting consistency, strengthen financial systems and controls, and provide practical mentoring.
This would suit a collaborative volunteer with experience in donor reporting, Excel, accounting systems and small NGO finance.
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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
A growing women’s empowerment social enterprise in Uganda is seeking a volunteer accountant to strengthen budgeting, cashflow forecasting and financial systems.
The organisation supports over 300 women artisans, including single mothers, widows and teenage mothers, through vocational training and income generating opportunities linked to handmade crafts.
As international sales opportunities grow, the organisation wants to ensure its finance processes remain practical, sustainable and fit for purpose.
The volunteer will work with the Founder and Managing Director to review internal processes and controls, support effective use of Zoho Books, review the chart of accounts, improve budgeting and cashflow forecasting, develop simple management reporting tools and support audit preparation.
This would suit a hands on volunteer comfortable working closely with a small local team.
__________________________________
Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
A women led grassroots charity in southern India is seeking a volunteer accountant to strengthen accounting systems, reporting, budgeting and finance team confidence.
The organisation works with women, children and marginalised communities through programmes focused on empowerment, health advocacy, childcare, education and residential care for children affected by HIV/AIDS.
Much of the organisation’s accounting remains manual and paper based, and financial reports are generally prepared only when requested by donors.
The volunteer will review current finance processes, assess use of accounting software, support budgeting and cashflow tools, introduce simple monthly management accounts, improve donor reporting and provide mentoring to the local finance team.
This would suit a supportive, hands on volunteer who enjoys working closely with smaller grassroots organisations.
Free accommodation, weekday breakfast and lunch, and airport transfers from Madurai Airport can be arranged.
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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Two small community based organisations in Malawi are seeking practical finance support to strengthen day to day financial management, reporting and controls.
Both organisations work across vocational training, youth development and livelihoods support, with small local teams and simple finance systems.
The volunteer will work closely with staff to improve budgeting, cashflow management, financial reporting, record keeping, controls and procedures.
This is a very practical grassroots placement, focused on helping local teams build confidence, consistency and simple sustainable systems.
It would suit a collaborative and adaptable volunteer who is comfortable working hands on with small organisations and providing patient, practical mentoring.
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Accounting for International Development, AfID, matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
A growing NGO in Malawi, working across education, livelihoods, health and environmental sustainability, is seeking a volunteer accountant to strengthen its finance systems.
The organisation has grown significantly and now manages multiple donor funded projects, with annual income of over £1 million. QuickBooks has been introduced, but is not yet fully embedded, and many processes remain manual.
The volunteer will work with the Finance and Administration Manager, wider finance team and senior leadership to review current systems, identify priorities and support practical improvements.
Key areas of support may include QuickBooks, budgeting, forecasting, cashflow, donor reporting, management accounts, internal controls, expenditure verification, audit readiness and mentoring.
This would suit a collaborative and adaptable finance professional who can balance a broad systems review with practical, hands on support.
______________________________________
Accounting for International Development (AfID) matches experienced accountants with charities, NGOs and social enterprises around the world. Our volunteers provide practical finance support, helping partners strengthen systems, reporting, controls and confidence.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Anglo-Danish Society is seeking a Treasurer with relevant qualifications and experience to take on the important role of managing all aspects of its finances, including compliance with the law and charitable regulations, in addition to accounting.
Our Treasurer will need to have relevant accounting/ financial qualifications and experience. Previous experience of being a Trustee would be a help. The ideal person will need to be able to work with an all-volunteer managing Council who care about the Society and its work, particularly the Scholarship Programme.
The Treasurer is responsible for transaction accounting, paying accounts, scholarship grants payment, sales invoicing, investments and deposits, membership subscriptions, event budgeting, preparing accounts for audit, giving a report to the Annual General Meeting, providing an annual report to the Charities Commission, making an annual Gift Aid claim and other related administration, as required.
All business is conducted in English and there is no need to know Danish!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Accounting for International Development is seeking an experienced charity finance professional to support a UK-registered charity working internationally to strengthen responsible, low-impact small-scale fisheries.
The organisation works with coastal communities, fishery stakeholders and market actors to improve fisheries practices, support responsible sourcing, strengthen policy engagement and contribute to better livelihoods and food security.
They are now looking for a remote volunteer to review and strengthen their finance systems, reporting routines and use of Xero. Some finance processes, reporting and budget monitoring are currently managed outside the system, and they would value an experienced finance professional who can help them improve consistency, accuracy and the usefulness of financial information provided to senior management and Trustees.
This is not a day-to-day finance role. The assignment is intended as an independent review and strengthening exercise, working with the Managing Director, Finance Manager and selected Trustees to identify practical improvements and develop a realistic action plan.
Key areas of support may include:
- Reviewing current finance processes, month-end routines and reporting timelines.
- Reviewing how Xero is currently being used, including any processes or reporting managed outside the system.
- Supporting improvements to monthly management accounts and Board reporting.
- Reviewing internal controls, financial procedures and consistency of finance processes.
- Identifying key financial risks, control gaps or areas where processes could be strengthened.
- Advising on forecasting, budget monitoring and how project managers provide information to the finance team.
- Supporting the Finance Manager to strengthen monthly reporting and budget versus actual monitoring.
- Providing practical suggestions, templates or examples where helpful.
- Helping develop a clear, proportionate action plan with priorities and timelines.
We are looking for someone with:
- Senior charity finance experience.
- Strong financial management, management accounts and Board reporting experience.
- Experience reviewing or improving finance systems, processes, controls and reporting routines.
- Good working knowledge of Xero.
- Understanding of UK charity finance, trustee reporting and governance expectations.
- Experience with international charities or organisations operating across multiple countries would be helpful.
- A practical, diplomatic and collaborative approach.
The assignment is expected to involve up to 75 hours of remote support over around 3 to 4 months. The organisation expects a minimum commitment of around 4 hours per week, with the exact schedule and workplan to be agreed between the volunteer and the organisation.
This would be a good opportunity for a senior charity finance professional who enjoys helping organisations strengthen their systems, reporting and governance in a practical and supportive way.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
This is an exciting opportunity for someone who wants to get involved in an impactful charity making a tangible difference to the lives of refugees here in the UK.
Our work is simple – we refurbish unwanted bikes and donate them to refugees and people seeking asylum, many living on less than £7 a day, giving them freedom and independence whilst they rebuild their lives.
A bike makes a huge difference – not only is it a practical tool for tackling poverty, those who receive bikes from us report they are more connected in their community, happier and healthier as a result:
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91% of people use their bikes weekly for essential journeys
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84% of people are better able to access legal and other vital support services
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93% report better physical and/or mental health
Alongside our core Bike Donations Programme, we support refugee women to learn to cycle through our Pedal Power Programme; provide ongoing support with bike maintenance through our Repair or Replace Programme; and offer the opportunity for connection and friendship through our volunteer-matching Bike Buddy Programme.
“The Bike Project has given me so much more than just a bicycle — it has given me confidence, independence, and a sense of belonging. Receiving a bike as a gift allowed me to feel free in society, explore my community, and even join a cycling group where I’ve met wonderful people.
Thank you again for everything you do. Your work changes lives, including mine.”
Ladan, Bike Recipient
About You and the Role
You don’t need to have experience of being on a Board, in fact the role would be ideal for someone considering taking on their first role as a trustee. We will work with you to understand your duties and support you.
You will, however, have an excellent understanding of charity finance and understand the unique set of challenges charities of our size face in delivering impact and ensuring financial resilience. You will be an excellent communicator – able to provide constructive feedback and scrutiny at the same time as helping the team to articulate financial information to others who may not have a finance background.
You will be joining a highly committed group of trustees who give their time, expertise and contacts to support the charity. Our trustees are critical in enabling us to thrive and this role plays a key role in supporting the wider board to fulfil its financial responsibilities.
You will work together with the board and wider staff team to set our strategic direction and improve our work with refugees. At the heart of everything we do is the real and immediate impact a bike makes to the lives of those who have been through so much. You will be part of us achieving that.
The time commitment for a trustee generally totals approximately 8 hours per month. Please see the role description for further details.
We particularly encourage applications from people with lived experience of the asylum process, women, people of colour / people of the global majority, and people with disabilities.
Application Process
Deadline for Applications: Friday 28th August 2026
Interviews: Late September - Early October 2026
Appointment: October 2026
Feedback will be provided to all applicants whether taken to interview or not.
For an informal conversation about the role, please contact hradmin [at] thebikeproject [dot] co [dot] uk.
All candidates should complete the application form, including the scoring matrix, and the Trustee declaration as part of this process. Candidates require completing both the CV and application form to be considered for interview. If you have any issues with accessing or editing the document please contact hradmin [at] thebikeproject [dot] co [dot] uk.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
NEW TRUSTEES AND TREASURER WANTED FOR AGE UK MERTON BOARD
Age UK Merton is an independent charity operating within the national Age UK network. We provide services for older adults in the London Borough of Merton in south-west London. Our role is to ensure that older adults can easily access the support, services and care they need and to help older adults to live active and fulfilling lives. Our comprehensive services are specifically designed to support older people and reach around 3,000 Merton residents a year.
Age UK Merton has a strong and diverse Board comprising a group of Trustees from a wide variety of backgrounds. We are looking to recruit at least one new Trustee and a new Treasurer to join the Board at the AGM in November 2026, when our current Treasurer is due to step down.
Person specification – Trustee
Essential
· Commitment to Age UK Merton and our values
· Willingness and ability to devote the necessary time and effort to the role
· Strategic vision
· Experience of operating at Board or senior level professionally
· Good independent judgment
· Good interpersonal skills
· Ability to think creatively
· Understanding of the legal duties, responsibilities and liabilities of Trusteeship
· Ability to work effectively as a member of a team
· Ability to use and access IT, including Microsoft Office, Microsoft Teams and SharePoint
Desirable
· Experience of the adult social care or health sectors
· Experience of being a charity Trustee
· Understanding of Merton as a place
We are particularly looking for a new Trustee with experience of NHS primary care (either as a GP or as a practice manager) or with experience of NHS commissioning.
Person specification – Treasurer
In addition to the Trustee person specification, there are a number of specific requirements for the Treasurer role.
· Financial qualifications and experience.
· A strong understanding of analysing management accounts and forecasting cash flow.
· A strong understanding of creating and monitoring budgets.
· Some experience of charity finance, fundraising and pension schemes.
· The skills to analyse proposals and understand their financial consequences.
· A willingness to be available to staff for advice and enquiries on an ad hoc basis.
Role description – Trustee
Trustees have a number of core duties, including ensuring the organisation complies with its governing document, charity law, company law, and relevant legislation; ensuring it pursues its objectives as defined in its governing document; actively contributing to Board discussions and giving strategic direction to the organisation; ensuring the financial stability of the organisation; and ensuring the effective and efficient administration of the organisation.
In addition, Trustees should use any specific skills, knowledge or experience they have to help the Board to reach sound decisions, including by scrutinising Board papers, leading discussions, focusing on key issues and working on sub-committees and working groups.
Role description – Treasurer
The role of the Treasurer is to maintain an overview of Age UK Merton’s finances, ensuring financial viability and that proper financial record-keeping and procedures are maintained.
In addition to the duties of a Trustee, the duties of the Treasurer are:
· Chairing the Finance Committee and reporting to the Board.
· Ensuring the financial resources of Age UK Merton meet its present and future needs.
· Ensuring that Age UK Merton has appropriate reserves and investment policies.
· Undertaking spot checks on payroll and online payments.
· Ensuring that appropriate accounting procedures and controls are in place.
· Advising on the financial implications of Age UK Merton’s strategic plans.
· Ensuring that there is no conflict between any investment held and the aims and objects of Age UK Merton.
· Monitoring Age UK Merton’s investment activity and ensuring its consistency with Age UK Merton’s policies and legal responsibilities.
· Ensuring that accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. the charity commission and/or the registrar of companies.
· Ensuring that accounts are scrutinised through the annual audit and any recommendations are implemented.
· Keeping the Board informed about its financial duties and responsibilities.
· Making a formal presentation of the accounts at the AGM and drawing attention to important points in a coherent and easily understandable way.
Commitment required
Trustees have a significant responsibility within the organisation, so it is important that you can commit time to read and consider papers and reports, attend meetings and contribute to discussions and decision-making.
Trustees meet a minimum of six times a year, which usually includes four Board meetings, the AGM and an away day. Board meetings are held in the evening, with the AGM held in the afternoon and the away day held during a working day. We alternate between in-person and remote meetings. We also have sub-committees which meet several times a year, also in the evenings.
Trustees are expected to devote the necessary time to ensure they are fully prepared to actively participate in all meetings.
In addition to the above, the Treasurer would have a regular catch-up meeting with the Head of Finance.
To find out more and to apply
If you are interested in applying for either role, please apply with a CV (maximum 2-sides of A4) and cover letter (maximum 1-side of A4) for the attention of our Chair, Tobin Byers. If you would like to have an informal discussion about either of the roles with our Chair or Treasurer, please contact Tobin who would be pleased to facilitate this. There is no deadline, but interviews will be held on a rolling basis until a successful candidate is appointed.
The client requests no contact from agencies or media sales.


