Asset investment manager volunteer roles

Are you passionate about making Wakefield a fairer city? Join us and help improve the lives of people in Wakefield!

Prosper Wakefield District is a dynamic, independent charity dedicated to improving the lives of people in Wakefield. We provide grants, foster partnerships and encourage investment into the Wakefield District.

At Prosper, our core values are at the heart of everything we do:

· Valuing trust and bravery

· Collaborating for better

· Listening then acting

· Considering different points of view.

If this describes you – then we’d love to hear from you! You could be joining our small and welcoming Trustee board and making a difference to the people of our district.

About Us:

Prosper Wakefield District is a dynamic and impactful charity dedicated to supporting the VCSE sector, who work with some of the most vulnerable people and communities and those facing the greatest health inequalities. We also work with health, business, and public sector partners to identify and develop shared approaches to reduce gaps in health inequalities in some of the districts most deprived neighbourhoods and communities. Our work positively impacts the lives of so many underrepresented and disadvantaged groups across the district. As we continue to grow and expand our reach, we are seeking passionate and dedicated individuals to join our Board of Trustees.

Role Overview:

As a Trustee of Prosper you will play a vital role in ensuring the charity is effectively governed and well-managed. You will work alongside fellow trustees and the executive team to provide strategic direction, ensure accountability, and oversee the charity’s operations and financial health.

Key Responsibilities:

- Provide strategic leadership and direction.

- Ensure the charity complies with its governing document, charity law, and other relevant legislation.

- Safeguard the charity’s assets and ensure proper financial management.

- Contribute to the development and implementation of the charity’s policies, goals, and objectives.

- Attend and actively participate in board meetings and annual events.

- Act as an ambassador for the charity, promoting its work within personal and professional networks.

Skills and Experience:

We are looking for people who possess:

- A passion for the work Prosper do and the Wakefield District.

- A varied background of culture and ethnicity.

- Strategic vision and independent judgment.

- The ability to think creatively and offer constructive criticism.

- Effective communication and interpersonal skills.

- Willingness to devote the necessary time and effort to the role.

- No experience is necessary for success in this role.

Desirable (but not essential) Experience:

- Expertise in areas such as finance, fundraising, marketing, law, HR, or community engagement.

- A ‘lived’ experience (having experienced hardship) helps to reflect the communities we support and understand the challenges they face.

- Understanding of the voluntary sector and the challenges faced by charities.

What We Offer:

- An opportunity to make a significant difference in the lives of Wakefield & District underrepresented groups.

- A chance to work with a passionate and dedicated team.

- Personal development opportunities through trustee training and networking events.

- Reimbursement of reasonable out-of-pocket expenses.

How to Apply:

If you are interested in this rewarding opportunity to contribute to the success of Prosper, please send your CV and a cover letter outlining your interest and relevant experience by 31st March 2026. Before applying, please read and download the supporting documents and information pack from the Prosper Wakefield District website.

Prosper is committed to diversity and inclusion and encourages applications from all sections of the community.

Taunton Brewhouse is looking for trustees from all backgrounds.  Key is sharing our vision for a bold, brilliant cultural venue in Taunton, adding to our existing skills and expedrience and prepared to to play an active role in meeting the challenges ahead.

If you have experience in general management and/or in HR, marketing or fundraising do get in touch.   We also seek a lead trustee on finance - please see separate announcement.

As a trustee, you'll share responsibility for:

• agreeing strategy and goals for Taunton Brewhouse
• appointing and setting salaries for senior management
• giving oversight and support to management
• paying attention to financial management
• ensuring due diligence in all regulatory matters including safe-guarding
• ensuring a robust approach to management of risk.

You'll attend Board meeting although much work is carried out in projects or committees.  You'll be an ambassador for Taunton Brewhouse and support our wider endeavours through attending press and community events.

There are 5 formal meetings pa held in evenings at Taunton Brewhouse.  Other meetings are generally in the day and are organised around the diaries of those involved.  We also aim for an annual 'away-day' to enable trustees time to reflect, plan and develop the organisation and themselves.

Please note that exceptional expenses are paid by prior agreement.

We aim to be in touch quickly both those who make a full application and those who prefer an informal initial discussion. 

Position Title: Treasurer Trustee

Location: Hope Nottingham CIO

Reports To: Board of Trustees

Term: 3 year term up to a maximum of 3 terms

Time Commitment: Bi-monthly evening Board Meetings in Beeston, Nottingham. Monthly review of financial reports, ongoing auditing through spot checks. Bi-monthly finance sub committee meetings, can be online or in person in day or evening to suit the right candidate.

Hope Nottingham began as a small drop-in café, with a dozen volunteers in 2010. It has now grown to encompass 2 community hubs, a network of foodbanks, with eleven staff and 350+ volunteers. We support communities across Nottingham, seeking to offer holistic and life changing support to thousands of people. We hold the East & West Nottingham Trussell franchise and partner with many churches and organisations such as Citizens Advice.

If you are looking to make a real difference in your community, this could be the opportunity for you! Now in our 15th year, Hope Nottingham seeks a new Treasurer.  With the other Trustees, you will be responsible for our overall governance, strategic direction, and our financial health and activities. Whether you are an experienced Trustee, or wanting to take your first step at Board level, we are particularly keen to recruit members of the local community with financial skills.  We have a strong Senior Leadership team, are in a good position financially and have recently invested in an external independent financial review, with the need for a Treasurer being the main recommendation. Could you be the right person to join our team?  We are a Christian charity but welcome those of all faiths or none, we just ask that you will uphold our Christian values. We are also always looking to increase the diversity of our board.

Overview of role

The Treasurer is a key member of the Board of Trustees. In addition to their general trustee duties, they are responsible for overseeing the financial governance and health of the charity. This includes ensuring (via auditing and review) that the charity's finances are well-managed, transparent, and in compliance with legal and regulatory requirements. The Treasurer works closely with the Chief Executive Officer, and other members of the Board to ensure sound financial planning, risk management, and reporting. The Treasurer also leads the Finance Committee and reports to the trustees on all financial aspects of Hope.

Key Responsibilities (with specific tasks highlighted in italics)

1. Financial Oversight and Governance

• Ensure the charity has appropriate financial policies and procedures in place to safeguard its financial resources.Review the financial controls policy and manual at least annually
• Keep the Board informed of its financial duties and responsibilities
• Provide leadership in setting and maintaining high standards of financial governance and accountability.
• Ensure the charity operates within its budget and is managing resources efficiently, while safeguarding its long-term financial sustainability. Review of monthly financial reports with the CEO before the Finance Committee meeting.
• Act as a bank signatory and oversee banking procedures  Authorise payments as required, review bank reconciliations and approve mandate changes

2. Budgeting and Financial Planning

• Oversee and approve the annual budgeting process, ensuring that financial planning supports the charity’s strategic goals. Review and input into annual draft budget with CEO and finance committee members
• Provide advice and guidance to the Board on financial matters, helping trustees to understand financial reports and implications of financial decisions. Input into finance sub-committee meeting and report back to Board
• Review and approve the budget and financial forecasts, ensuring they align with the charity’s priorities and objectives and financial position. Review performance against budget through the year via monthly financial reports

3. Financial Reporting

• Oversee the preparation of regular financial reports ensuring they are accurate, timely, and in line with the charity’s financial policy.  Review financial reports presented by CEO before discussing at the Finance Committee meeting and presenting a summary report to the trustees
• Present financial updates to the Board of Trustees, highlighting any concerns or issues that need attention.

4. Audit and Compliance

• Monitor cash flow, income, and expenditure, ensuring that the charity remains financially solvent and sustainable.
• Oversee Quick Books access  Treasurer has administrator level access and approves users and their access
• Oversee bank reconciliationsCEO completes reconciliation after end of month and informs Treasurer for their sign off
• Oversee the payroll process to ensure staff payments, PAYE and pension are processed and reported as required CEO will report by exception as payments generally do not change save for contract or pay change, minimal overtime. Treasurer has access to BrightPay and TPT Pension portal and can view any documents there.  
• Oversee the annual audit process, liaising with external auditors when required and ensuring the charity’s financial statements are audited in a timely and accurate manner.  A shared mailbox is used for all audit communications to keep Finance Committee in loop of any queries. Any meeting with auditor, Treasurer to attend.
• Review the audited financial statements for accuracy and recommend their approval to the Board at the Annual General Meeting. Draw attention to important points in an easily understandable way and sign off when audit is completed by the external auditors
• Ensure compliance with all relevant laws and regulations, including charity law, tax law, and Charity SORP financial reporting standards, including charity accounts being kept up to date on Charities Commission website. Review and keep up to date with Charity SORP requirements

5. Risk Management

• Identify financial risks and develop strategies to mitigate them.Review Financial risks on risk register quarterly and as part of finance sub committee
• Ensure that the charity has appropriate insurance and other safeguards in place to protect its assets. Review insurance requirements with the CEO a month before renewal date to ensure we have adequate cover in place and to obtain alternative quotes if appropriate
• Advise the Board on the management of financial risks and any significant financial challenges facing the charity.
• Review any substantial or complex grant terms

6. Fundraising and Income Generation

• Input into and provide financial oversight of fundraising activities and income generation strategies, ensuring they align with the charity’s financial goals. Input into and review fundraising strategy and review effectiveness on quarterly basis
• Advise on the viability of fundraising campaigns and the allocation of resources to maximise financial returns. 
• Assist in ensuring that fundraising activities comply with legal and regulatory requirements.

7. Financial Strategy and Sustainability

• Contribute to the long-term financial strategy of the charity, helping to ensure its financial sustainability.
• Ensure the charity has an appropriate reserves policy Review reserves policy and reserves calculation annually
• Advise on diversification of income streams and opportunities to strengthen the charity’s financial position. Review income streams quarterly to highlight opportunities or risks e.g. individual / corporate / grants
• Help develop investment strategies and manage assets in line with the charity’s financial objectives, legal responsibilities and values. Review bank interest rates annually. CEO to notify on changes to interest rates or bank charges as received

8. Chair the Finance Sub-Committee

• Act as the Chair of the Finance Sub-Committee, leading agenda, discussions and decision-making on financial matters. A pre-meeting with the CEO and treasurer is required so fully informed in advance of committee meeting.
• Ensure that the Finance Sub-Committee operates effectively, reporting regularly to the full Board.

We’re seeking committed new trustees to help guide a small but ambitious charity supporting children and young people with cerebral palsy, ensuring our funds deliver meaningful, life-changing impact.

Our Board is made up of a small, committed group of trustees who bring a mix of professional expertise and personal connection to our cause. Together, we oversee a grant-making charity that has a long heritage and a clear ambition: to increase our income and ensure we can support more children and young people with cerebral palsy in meaningful, practical ways.

Like many small charities, our challenge is balancing strong governance with growth. We are financially stable and well run, but we want to think more strategically about our future: how we prioritise funding, how we grow awareness and income, and how we ensure every grant we make delivers real, lasting benefit for families. The new trustee will play an active role in shaping these conversations and helping the Board move confidently from steady state to sustainable growth.

The role is hands-on and collaborative. Trustees are expected to attend four board meetings a year, contribute thoughtfully to discussion and decision-making, and engage between meetings when specific issues arise. Depending on interest and experience, the new trustee may also be invited to take a lead role in an area of work or join a small working group, for example around fundraising development, investment oversight, or grant assessment.

This is an opportunity to influence how limited charitable funds are used where they matter most. Trustees are directly involved in decisions that enable children to access therapy, specialist equipment, and support that may not otherwise be available. For someone who wants to make a tangible difference, this is a role where your contribution can be clearly seen in the lives of the children and families we support.

The Board values open discussion, shared responsibility, and a supportive culture, making this an especially rewarding role for someone who wants their time and judgement to have genuine impact.

Do you want to help to make a real difference to the lives of women and girls?

We are looking to appoint a Trustee, who can support our communications and fundraising ambitions and act as the Chair of the Fundraising, Communications and Development Committee

Role Type: Voluntary

Location: London

Renumeration: While the role of a Trustee is not remunerated, reasonable travel expenses will be reimbursed.

Time commitment:

• Five Board meetings per year (in person in Hammersmith west London), plus membership of at least one board sub-committee (four meetings a year online)

• Ad hoc availability as matters arise (by telephone)

• Participate in one strategy away day each year (on a Saturday, usually held in January)

• Commit to the Board of Trustees for at least three years

• Note - the Chair of the Fundraising, Communications and Development Committee will be expected to chair a committee meeting four times a year (online) in addition to the Board meetings

Please note: Any offer of employment will be made subject to references, confirmation of the right to work in the UK, satisfactory DBS check and relevant legal and regulatory compliance checks.

Advance is committed to equality and diversity and aims to have a board of trustees that reflects the communities we work with. We strongly encourage applications from women including those with disabilities, from racially and ethnically diverse backgrounds and those from LGBTQ+ communities.

About us

Our vision is a world where women and girls lead safe, just and equal lives. Advance is a women’s organisation delivering systems change, and trauma and gender-informed community-based support for women and girls affected by domestic abuse, including those in contact with the criminal justice system. We work nationally through our innovative, best-practice approach and systems change initiatives. We deliver wraparound frontline services across the South and East of England, including Greater London.

Our expertise lies in decades of providing specialist support by women and for women and girls, to achieve safety, justice and equality at the intersection of domestic abuse and the criminal justice system.

Our whole-system approach is aligned with our values of collaboration and innovation, partnering with other statutory and non-statutory providers, to deliver a coordinated community and gendered response, improving access to services across the whole system, enabling consistency and continuity of support throughout a woman’s journey.

Through our advocacy and awareness-raising work, we focus on systemic change and sustainable impact to meet women’s needs and improve their outcomes.

This is an exciting opportunity for you to join our experienced, committed and fully inclusive Board.

You will join a dedicated and skilled board comprised of women and men to support the charity through a significant period of growth. Our staff team now includes over 170 skilled and passionate women across our programmes and our 10 women's centres in London and the South and East of England.

About the role

We are looking to appoint a Trustee to act as the Chair of the Fundraising, Communications and Development Committee. This is a vital role for an experienced and strategic thinker who can guide Advance’s efforts to grow income, diversify funding streams, and enhance our visibility and voice. As Trustee, you will work closely with fellow trustees and the senior leadership team to provide leadership, to challenge, and support in developing sustainable income strategies and impactful communications.

Key Responsibilities

• Chair and help shape the agenda for the Fundraising, Communications and Development Committee

• Provide strategic oversight and governance for fundraising (grants and trusts, corporates, individuals), income diversification, and partnership development with brands and events

• Support the delivery and monitoring of income generation plans and KPIs

• Work with the internal team and guide our brand strategy, messaging, and stakeholder communications

• Advise on business development opportunities

• Ensure that fundraising and marketing activities reflect and align our mission and values

Experience required

• Senior experience in fundraising, business development, communications, marketing, or income strategy, ideally in the charity, public, or commercial sectors

• Confident chairing meetings, building consensus, and offering challenge in a constructive way

• Ability to think strategically and spot opportunities for innovation and growth

• An understanding of governance, impact, and how to balance ambition with sustainability

• Successful experience of operating within a board in a charitable, public sector or commercial organisation

Knowledge, skills and understanding required

• Commitment to the organisation and a willingness to devote the necessary time and effort

• Preparedness to make unpopular recommendations to the board, and a willingness to speak their mind

• Willingness to be available to staff for advice and enquiries on an ad hoc basis

• Good, independent judgement and strategic vision

• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship

• An ability to work effectively as a member of a team

• An understanding of the respective roles of the Chair, Trustees and Chief Executive

Closing Date for Applications: Sunday 22nd March 2026

Interviews: On a rolling basis

First-round interview, via Microsoft Teams.

Second-round interview will be in person at Advance Hammersmith

*Advance reserves the right to close the advert early, or on the appointment of a candidate.

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Reasonable Adjustments

Under the Equality Act 2010, we are required to make any reasonable adjustments. If you have a disability as defined under this act and/or have additional needs, please email the Talent Acquisition Team via the Advance website and will aim to make the necessary arrangements to accommodate your needs.

Diversity, Inclusion and Equal Opportunities

We are committed to providing equality of opportunity and actively seek to recruit people from groups underrepresented in our current team. We have policies and processes in place to ensure that all employees are offered an equal opportunity in recruitment and selection, promotion, training, pay and benefits.

Safeguarding

Advance is committed to safeguarding and creating a culture of zero-tolerance of harm and expects all staff, including volunteers to share this commitment. We believe all individuals have the right to live their life free from violence and abuse and the right to feel and be safe. We have a suite of safeguarding policies, procedures and practice guidance, accessible to all staff, which promotes safeguarding and safer working practices across all our services and activities. When we recruit staff, we follow rigorous safer recruitment practices, this involves carrying out pre-employment checks including references, Disclosure and Barring Service (DBS) checks, and identity checks. We ensure all staff undertake mandatory safeguarding training relevant to their role and responsibilities, to empower them to be competent and feel confident in recognising and responding appropriately to safeguarding issues and promote wellbeing.