Auditor volunteer roles

We are looking for a dedicated Lay Trustee who will join our Board to support the strategic direction of the charity. We are member-led, funded by our universities and together with students we strive to create a world class student experience for all.

Introduction

Thank you for your interest in our Lay Trustee role here at Falmouth and Exeter Students’ Union (The SU); based in beautiful Cornwall. We're very pleased to announce the opening of applications for our esteemed Board of Trustees. We are very proud of what we do, and we are looking for a dedicated Lay Trustee who will join our Board to support the strategic direction of the charity. You will need to share the values of the SU and commitment to achieve our priorities, working collaboratively to help take us to the next level. We are a member-led charity, funded by our universities and together with students we strive to create a world class student experience for all.

Our membership comprises of students studying with both Falmouth University and the University of Exeter (Cornwall) which creates a unique and special experience of which we love to be a key part of.

The role of Lay Trustee provides an opportunity to support our Sabbatical and Student Trustees foster a culture of student leadership and deliver a student-focused service.

You will be taking up the role at a critical and exciting time, as we are within the first year of our 2025-2030 Strategy.  If you are excited at the prospect of contributing to the growth and development of the SU, then we eagerly anticipate the possibility of working alongside you to shape the future of our organisation.

We are especially keen to hear from applicants based in the South West, with experience in any of the below areas:

· Finance:

o Financial planning and management

o Development of income streams and financial sustainability

· Law and Compliance:

o Charity Law

o Employment Law

· People:

o HR management 

o Learning and development

· Fundraising:

o Grant fundraising 

o Social investment and enterprise

o Developing commercial income streams 

For full details of the role, please see the Lay Trustee Recruitment Pack below. 

Why Should You Become a Trustee?

Being a Trustee is a valuable and rewarding experience. You’ll get to make a lasting difference to the lives of our students, and influence how the Union is run. You will use your skills, knowledge, and experience to support the Board in reaching sound decisions. You will be involved in leading discussions, making collective decisions, and identifying key issues. You’ll have the opportunity to mentor and support our President and Student Trustees. As a Lay Trustee, you are eligible to become Deputy Chair of the Board, or Chair of one of the sub-committees. This is dependent on vacancies for these roles.

You will receive comprehensive induction training, and further training relevant to your role as a Chair or member of a sub-committee.

Job Description

We’re looking for someone to work collectively with our Board of Trustees to provide support and strategic direction to our Students’ Union.

Remuneration: Lay Trustees are voluntary, unpaid roles. However, all reasonable out of pocket expenses will be reimbursed, such as travel costs to board meetings.

Hours: Hours can vary however typically each year:

· Four Board of Trustees meetings – each meeting is around three hours long conducted online.

· Additional four (eight for Finance) sub-committees meetings conducted online – each meeting is around 1 hour.

· There are usually one or two in-person events per year including a Board of Trustees meeting – each event is usually a day and/or an evening event. These are delivered in Cornwall (expenses paid).

Term of office: three years, up to three terms.

Location: Homebased with one or two in-person events in Cornwall per year.

Role Purpose:

The Trustees are ultimately responsible, individually and collectively, for all activity within the SU. The Board is legally responsible for our staff, finances, risk management and reputation. The Board is responsible for setting the vision and values of the organisation and for ensuring the delivery of organisational purpose. The Trustees ensure development of and agree a long-term strategy, approving and monitoring delivery plans.

How To Apply

Please visit the role posting on our website for further details on how to apply. We require the completion of a Person Details form, and Skills Audit spreadsheets, along with your CV and covering letter. The deadline for applications is 09:00 on Monday 13 April. Applications will be considered and shortlisted upon receipt, with interviews to take place (online) on a rolling basis.  

Ideally, you will be available to attend a Trustee Induction on the morning of Tuesday 23 June, ahead of the first Board of Trustees meeting on Wednesday 24 June (as an observer), both online via MS Teams. Your term of office will start on Wednesday 01 July.

For full details of the role, please see the Lay Trustee Recruitment Pack below. 

External Trustee  

Liverpool Guild of Students 
Location: Liverpool 
Commitment: Voluntary 

Term: Four years (renewable) 
Closing date: Midday on Tuesday 7th April 2026 

Atkinson HR and Marble Mayne are pleased to be supporting Liverpool Guild of Students in their search for an External Trustee to join their Board. 

Liverpool Guild of Students is an independent, student-led charity dedicated to enhancing the student experience at the University of Liverpool. With 32,000 members, they are committed to creating a home for every student, ensuring each one gets the most out of university life and leaves equipped to change the world.

As they continue to strengthen their governance and long-term impact, they are seeking a committed and strategic individual to join their Board of Trustees and help guide their mission of creating an exceptional university experience for every student. 

About the Role 

This is a fantastic opportunity to make a real difference to the lives of students in Liverpool. As an External Trustee, you will play a key role in setting and monitoring the Guild's strategy, providing financial oversight, managing risk, and ensuring the organisation remains fit for purpose. The Board meets four times per year, with trustees also invited to sit on sub-committees covering Resources & Audit, People, Culture & EDI, and Governance & Appointments. 

The Guild is keen to hear from individuals who can think strategically, critically evaluate complex issues, and contribute meaningfully to Board discussions. They are particularly interested in candidates who bring networks within Liverpool, knowledge of the Higher Education sector or Students' Unions, experience of complex multi-service organisations, or expertise in EDI best practice. First-time trustees are warmly welcomed, and the Guild is committed to building an inclusive Board with diverse perspectives and backgrounds. 

How to Apply 

To apply, please submit your CV and complete the application form, where you will be asked to answer three questions: 

• Tell us why you’d like to join the Guild as a Trustee and how do your personal values align with the Guild’s? 

• What knowledge, abilities, and experience can you contribute to our Board’s collective skills? 

• How would you add value to the Board and our work to support students? 

Each answer should be a maximum of 400 words. 

Key Dates 

Closing Date: Midday on Tuesday 7th April 2026 

Interviews: Monday 27th and Tuesday 28th April 2026 

The role of a Treasurer is an unpaid, voting role sitting on the UK Board of Trustees and reporting to the Chair of Trustees. In line with our policy, all trustees initially start in a non-voting advisor role to ensure that both they and the board are happy to formalise the trusteeship before transitioning to a full voting trustee position.

The Treasurer will work with the UK Operations Manager and the UK board of trustees to share the responsibility for overseeing the financial health and sustainability of Sreepur Village and will liaise with the Overseas Director based in Sreepur Village.

Treasurer Role

· Oversee the financial affairs and ensure they are legal, constitutional and within accepted accounting practice 

· Review the appointment of new auditors and work to ensure financial reports are clear and timely 

· Hold monthly budget review meetings with the UK Operations Manager to oversee accounting and financial controls

· Ensure appropriate risk management is in place and is reviewed by the board on a regular basis

· Introduce new financial forecasting and reporting systems and ensure protocols and processes are appropriate

· Be main point of contact with the investment fund managers and oversee investment policy

Governance Role

• Contribute to the strategic planning process
• Be an ambassador for Sreepur Village representing the organisation and linking it to its stakeholders.
• Attend at least three meetings a year (virtual or in person) or as advised by the Chair of Trustees if the number of meetings changes.
• Attend or host fundraising events, where possible.
• Respond to emails and other correspondence within five working days or an agreed time frame

ABOUT PEDS

Personalised Eating Disorder Support (PEDS) is a nurse-led specialist eating disorder charity based in Peterborough and serving individuals, families, carers and professionals across the UK. We deliver early intervention, tailored one-to-one support, family sessions, training and education — all with compassion and respect — helping people manage symptoms and build lives not defined by their illness.

Our work is driven by our core values: Hope, Compassion, Honesty, Autonomy, Holistic care and Empathy. These values guide every aspect of our work and shape how we support those affected by eating disorders.

WHY THIS ROLE MATTERS 

At this exciting stage of growth, strong financial leadership and governance are critical to ensuring PEDS remains sustainable, accountable and able to expand its impact. The Treasurer will play a central strategic role on the Board of Trustees, helping guide financial decisions that shape the future of the charity.

ROLE SUMMARY

We’re seeking a values-driven, committed volunteer Treasurer to join our Board of Trustees. As Treasurer you will fulfil all statutory trustee duties, ensuring the charity operates in line with its governing document and legal requirements, while providing strategic financial oversight and guidance.

KEY RESPONSIBILITIES

• Oversee the charity’s financial affairs, ensuring transparency and accountability

• Ensure appropriate financial controls, policies and procedures are in place

• Provide clear and accessible financial reports to the Board

• Support budgeting, forecasting and long-term financial planning

• Liaise with independent examiners/auditors during the annual accounts process

• Advise the Board on financial strategy, risk and sustainability

PERSON SPECIFICATION

We’d love to hear from you if you:

• Have relevant financial experience (accounting, finance, audit, governance or similar)

• Understand charity finances or are willing to learn

• Are committed to the values and mission of PEDS

• Enjoy collaborative working at board level

• Can commit to quarterly board meetings and preparation

Formal accounting qualifications are desirable but not essential.

WHAT YOU’LL GAIN

• The opportunity to make a meaningful impact on a growing charity

• Valuable trustee and governance experience

• The chance to support individuals and families affected by eating disorders

• The satisfaction of contributing your skills to a vital cause

About Us

Cherry Trees is a charity. located in East Clandon (near Guildford, Surrey), providing home-from-home short breaks for children aged 0–19 with a range of complex disabilities, including learning, physical, and sensory impairments.

We are rated ‘outstanding’ by Ofsted and care for more than 100 children and young people in a safe, stimulating, and fun environment. At Cherry Trees, we see the child first and the disability second, valuing every child for who they are. We are a dedicated community, enabling children to spend time with friends and enjoy new experiences while their families have a much-needed break from care.

It’s an exciting time to join Cherry Trees. We have recently recruited a new Head of Fundraising and Communications who will be building the team as we invest in a programme of service growth in conjunction with a new 5-year strategy which will be publicised in 2026.

What difference will you make?

Cherry Trees offers a lifeline to vulnerable children and their families. As a Trustee, you will play a key role in helping us to grow and develop and to enable us to continue to provide support and a critical lifeline to even more vulnerable children and their families in great need. Alongside a team of 8 trustees you will play a key role in ensuring we have the maximum impact we can for our community.

Role Description

The treasurer is an officer of the trustee board and not a paid worker. The role of the treasurer is to ensure that all the finances and the supporting financial control systems are kept in order.

Key objectives of the role:

• To provide strategic advice to the Trustees on financial matters as regards the operation and development of Cherry Trees within the direction set by the Chairman of the Trustees.
• To oversee the financial affairs of the Charity and ensure that they are legal, constitutional and within accepted accounting practice.
• To ensure that proper records are kept and that effective financial procedures are in place.
• To monitor and report on the financial health of the Charity.
• To oversee the production of necessary financial reports, returns, accounts and audits.
• The role requires active participation in board meetings and collaboration with fellow trustees and the executive team to support Cherry Trees’ mission.
• The will be a minimum of 8 board and committee meetings to attend

Principal Tasks

The responsibilities of the treasurer are essential for maintaining the financial stability and integrity of the charity, ensuring that it can continue to fulfil its mission and objectives. Specifically, these include:

Financial oversight

• Ensure that all financial records are accurate, up to date and compliant with legal and accounting standards.
• Ensure that effective financial procedures and controls are in place.
• Appraise the financial viability of plans, proposals and feasibility studies.
• Chair the Management and Finance Committee (M&F) quarterly, monitor performance against budgets and ensure that Capital Expenditure is properly controlled in line with the latest Capex Policy approved by the Trustees.
• Attend half-yearly meetings of the Investment Committee at which the Charity’s investment brokers report on their management of the Cherry Trees investments and measure performance against their benchmark.
• Liaise with the investment brokers as necessary to ensure that adequate liquidity (cash flow) is available and that Cherry Trees is able to meet its liabilities.
• Assist the trustees and management in ensuring that the financial reserves of Cherry Trees are maintained at an appropriate level.

Budget Management

• Oversee the production of the annual budget and propose its adoption by the board.

Financial reporting

• Work closely as necessary with the CEO and COO to appoint appropriate external auditors and to ensure that any audit recommendations are implemented in a timely manner.
• Oversee the production of necessary financial reports and accounts and present them, along with any audit recommendations, to the board.

Strategic advisory

• Provide strategic advice to the board on financial matters and help shape the charity's financial strategy.
• Work closely with the CEO and COO to ensure that a long-term financial strategy is in place, which can guide the organisation in achieving its objectives.

Board liaison

• Regularly report the financial position and ongoing financial viability of the charity at board meetings.
• Make fellow trustees aware of their financial obligations and take a lead in interpreting financial data.
• Assist the trustees in ensuring that appropriate steps are taken to manage financial risks that could impact significantly upon Cherry Trees.

Personal skills and qualities

• Knowledge of bookkeeping and financial management.
• Good financial analysis skills with the ability to think about the future as well as the present.
• Strong working knowledge of Excel.
• Be methodical, organised and consistent.
• Ability to communicate clearly.
• Have a strong commitment to the organisation.
• Some experience or knowledge of charity finance, fundraising and pension schemes would be an advantage.

Qualifications

• Strong skills and experience in Financial Statements and Accounting
• Proficiency in Financial Planning, Budgeting, and Finance
• An understanding of charitable organisations and nonprofit financial management is a plus
• Good communication and teamwork abilities
• A commitment to the vision and values of the Cherry Trees Charity
• Professional qualifications in accounting or finance are desirable

Safer Recruitment

Due to the vulnerability of our children and young adults, applicants will be required to complete a short application form and will require an Enhanced DBS check, which the charity will facilitate.

Overall Purpose of Role

• To ensure on behalf of the Board that Plateful Cafe’s assets are properly managed, only used for approved purposes, and applied as effectively as possible
• Oversee the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice

Main Responsibilities

• Share the responsibility of jointly reporting the financial position (balance sheet, cash flow, fundraising performance etc).
• Oversee the production of necessary financial reports/returns, accounts and audits and the production of an annual budget and propose its adoption at the last meeting of the previous financial year.
• To ensure that proper accounts and records are kept and that Plateful Cafe meets its legal obligations in respect of its financial affairs and financial reporting
• To ensure that Plateful Cafe’s financial resources are spent in line with good governance and legal and regulatory requirements
• To be jointly instrumental in the development and implementation of Plateful Cafe's financial policies
• To supervise and assist Finance assistants

Main Tasks
- Liaising with the appropriate member(s) of volunteers responsible for Plateful Cafe’s
financial activities and financial record-keeping
- Make members aware of their financial obligations and take a lead in interpreting
financial data to them.
- Monitoring that financial systems and controls are in place and adhered to
- Assist the fundraising team and team with Funding applications with the finance
questions
- Assist with preparing budgets and other financial information for funding bids
- Assist volunteers with the preparation of financial reports for funders
- Acting as a financial spokesperson for Plateful Cafe as appropriate
- Ensure proper records are kept and that effective financial procedures and controls
are in place, ie:

• Cheque signatories
• Purchasing limits
• Purchasing systems
• Petty cash/ float
• Others as appropriate

- Appraising the financial viability of plans, proposals and feasibility studies.

- Lead on appointing and liaising with auditors/an independent examiner.

- Undertake bookkeeping duties and/or oversee the finance volunteer ensuring posting
and bookkeeping is kept up-to-date.

- Maintain the petty cash system and regularly process petty cash claims.

- Regularly carry out reconciliations/ oversee regular reconciliations by the finance
volunteer.

- Arrange payments to creditors as appropriate and arrange appropriate signatures on
payments.

- Make the necessary arrangements to collect payments from debtors and bank
payments promptly.

Qualities

must have charity sector experience
 Knowledge and experience of current and fundraising finance practice relevant to
voluntary and community organisations.
 Knowledge of bookkeeping and financial management (as necessary).
 Good financial analysis skills.
 Ability to communicate clearly
 Previous usage of Free Agent system preferable
 Attention to details
 Preferable previous experience on payroll
 Experience on preparing budget

To guide Hackney CVS through a new chapter, we are looking to strengthen our Board with individuals who bring professional and lived experience.

Who we're looking for

We are looking for our next Treasurer, and trustees to join our Finance, Audit and Risk Sub-Committee, with experience in strategic financial management, liaising with external investment managers and an understanding of investment policies and practice. Expertise in charity finance including understanding of Charities Statement of Recommended Practice (SORP) is also preferable.

Additionally, we are looking for individuals with expertise in change management, people and culture, ideally with experience in purpose-driven organisations.

We're keen to hear from both experienced trustees, and those without previous trustee experience interested in the opportunity to learn and develop.

We strongly encourage applications from local residents, and individuals with lived experience of the specific challenges and opportunities in Hackney and the City of London, and those representing the diverse communities we serve.

Key accountabilities

All trustees are accountable to the Co-Chairs of the Board.

Their role is to:

• Ensure that the organisation pursues its stated objects (purposes), as defined in its governing document, by developing and agreeing a long-term strategy

• Ensure that the organisation complies with its governing document, charity law, company law and any other relevant legislation or regulations

• Ensure that the organisation applies its resources exclusively in pursuit of its charitable objects

• Ensure that the organisation defines its goals and evaluates performance against agreed targets • Safeguard the good name and values of the organisation

• Ensure the effective and efficient administration of the organisation, including having appropriate policies and procedures in place

• Ensure the financial stability of the organisation

• Protect and manage the property of the charity and ensuring the proper investment of the charity’s funds

• Follow proper and formal arrangements for the appointment, supervision, support, appraisal and remuneration of the Chief Executive

In addition, trustees may take on specific responsibilities through our sub-committees or task and finish groups. Trustees may also lead for the board on significant projects or pieces of work to provide oversight and challenge.

#trustee #governance #boardoftrustees

Are you passionate about health justice, and do you have a strong background in financial management? Medact is looking to fill the position of Treasurer for our Board of Trustees. 

About Medact

Medact organises the health community to work towards a world in which everyone is able to live healthy, dignified lives, supported by political and economic systems that centre health justice. Our priority work areas are some of the most pressing threats to health and wellbeing, including ending state violence, housing & energy justice, and migrant access to healthcare. Medact seeks systemic solutions to major social problems, and is unafraid to hold decision-makers to account. We launched our new five-year strategy at the end of 2025, embedding our vision for how we win and how we grow.

We’re member-led, and our membership spans a range of people who work in health, including nurses, doctors, midwives and clinical researchers, as well as people from the wider health community.

About the role

As a Trustee, you will provide guidance, governance and final sign-off on major decisions on behalf of our membership. As Board members, our Trustees are collectively responsible for the governance of the organisation in line with the requirements of the Charity Commission. Trustees also contribute to the development of Medact's strategy and participate in a range of other activities to support the Director and staff with our work.

As Treasurer, you will monitor the financial administration of the charity and report to the Board of Trustees on its state of financial health to provide the board with the confidence and knowledge to better make strategic decisions. The Treasurer will ideally be available to work with the Executive Director and fellow Trustees between Board meetings to deal with issues which may arise. Key responsibilities include:

• Liaise with ED and Trustees to ensure the financial viability of the organisation’s strategy

• Advise on the financial implications of Medact’s strategic plan

• Present Medact’s financial position and broader context at Board meetings

• Support the Head of Finance with the production of an annual budget

• Ensure that the Board is aware of its financial duties and responsibilities and the need to comply with all legislation

• Take a lead in interpreting financial data to fellow Board members

• Provide oversight and guidance where necessary of accounts prepared for funders and  relevant statutory bodies

• Oversee the appointment of auditors and review on a regular basis

• Act as countersignatory on charity cheques and some applications to funders, approve payments on banking systems, and spending approval in accordance with financial management processes

• Ensure that all financial policies, procedures and the appointment of external financial advisors are reviewed on a regular basis

Acting as a Trustee is a voluntary role but reasonable travel expenses can be paid. 

Who we are looking for

Essential:

• Good background in financial management and analysis, gained through paid or unpaid experience

• Able to communicate financial information clearly and to people with different levels of financial and data literacy 

• Knowledge and experience of finance practice relevant to voluntary and community organisations

• Knowledge of accounting processes, tools and procedures

• High proficiency in Excel/Google Sheets, Powerpoint/Google Slides for analysis and presentation

• Commitment to Medact’s vision, purpose and culture and its way of working

• Understands and accepts the legal duties, liabilities and responsibilities of Trustees, and the difference between governance functions and management functions 

• High level of integrity and sound judgement

• Able and willing to devote the necessary time to the role

Desirable:

• Lived experience of being part of one of the communities Medact’s work seeks to support

• Awareness and understanding of the campaigning world and the health community’s role in it

Timeline

Applications for the position of Treasurer are open until 9am on Monday 9th March. 

We aim to interview in March. Please let us know when applying if you are unavailable during this period.

We aim to co-opt the successful applicant to the Board at the next Board meeting in April 2026.

Founded in 1879, Together for Mental Wellbeing is the longest-established mental health charity in England. We work to ensure that everyone who experiences mental distress is valued, can live the life they choose and can determine their own future.

What we do

Together for Mental Wellbeing is a national charity that supports people who experience mental distress to lead fulfilling and independent lives.

We work with approximately 4,500 people every month via 70 projects throughout England, but we aspire to reach many more people through our recently refreshed five-year strategy.

Our services include:

• personalised support in the community
• accommodation based support
• advocacy services, including in secure hospitals
• criminal justice services, including in courts and probation services

What makes us stand out is that we put people at the centre of their own support – they set their own goals and are in control of how we work alongside them to achieve these. We value people as experts in what works best for them, and draw on their skills and strengths to build resilience and support networks so they can eventually manage without us

This means we value people as experts in what works best for them, and each individual we work with influences and shapes the support they and others receive from us. It also means we provide opportunities for people experiencing mental distress to work with Together to draw on their experiences to help us improve the quality and experience of the services that we provide.

We are committed to promoting service user leadership wherever possible; this is why we recently launched our Lived Experience Network, a free, members-based community.

Our values

We work together to facilitate choice through involvement, by doing what we say, never giving up on people, and looking to constantly improve how we work.

Our Board

We have an effective and collaborative Board of enthusiastic, friendly and committed trustees, who lead the development of Together and ensure that the charity exemplifies good practice.

The opportunity

We wish to add new trustees to our Board and have identified some recruitment priorities:

• We are seeking at least one individual with lived experience of mental distress who can draw on their unique knowledge and insights as to how mental distress impacts on people’s lives, and share their passion and enthusiasm to drive the aspirations of the organisation.

Our approach is for the individual to determine whether or not they have lived experience of mental distress. One person’s lived experience is no more or less important than another’s. 

• We wish to increase the gender diversity of our leadership at Together; we currently have a high proportion of men.

Having completed a recent Board skills audit we also encourage applicants with experience of the following areas:

• Human resources and workforce planning
• Forensic psychiatry
• Public sector procurement/contracting
• Knowledge of health and wellbeing service providers from the Voluntary, Community and Social Enterprise (VCSE) sector
• Digital development and innovation
• Auditing and risk management
• Financial management and accounting

However, all applications are welcomed and will be considered. We also recognise that people are often juggling multiple commitments and can offer flexibility as to when you take up the role.

We offer a full induction, along with ongoing training and development opportunities. Although our trustees are unpaid volunteers all expenses related to the role will be paid in full.

Typically trustees will attend around 10 meetings per year, occasional virtual attendance is possible, and be invited to events and visits. With preparation time for meetings this can equate to a commitment of 1-2 days per month.

As a Trustee you will:

• Join a committed and friendly Board
• Help shape our strategic development as a charity
• Influence our innovative projects and initiatives, especially with service users
• Develop new skills and knowledge
• Be supported to attend relevant conferences and other training events
• Help improve the mental health and wellbeing of people and communities

The D D McPhail Charitable Settlement CIO (DDMCS), charity number 1197598, is an active grant making
Charitable Incorporated Organisation. It has succeeded the D.D. McPhail Charitable Settlement, charity
number 267588, which was founded in 1973 and operational till 2023.

DDMCS aims to support 2 or 3 major multi-year grant projects each year, which are actively sought by the
Trustees to enable small / medium sized charities to make a significant or step change in their activities. The
original trust deed and now the CIO constitution specifies three key areas of preference in the UK around:

• Furtherance of medical research,
• Care of the disabled particularly disabled children, and
• Care of the aged and infirm

The Trustees have wide discretion to support other charitable activities in the UK. There is more detail in
the annual report available via the Charity Commission website and the charity’s own website that outlines
the activities of the charity. Within these broad areas the Trustees recently agreed, following a strategic
review, to focus for the next grant making cycle on charities supporting care for the physical and mental
wellbeing of children living in poverty.

Further information can be found in the recruitment pack (attached).

We are seeking a Chair Designate to join our board, with a view to taking over as Chair in 2027. The Chair provides inclusive leadership to the Board of Trustees, ensuring effective governance and strategic direction for the charity. They act as an ambassador for the organisation, working closely with the Director and fellow Trustees to maximise impact for beneficiaries.

Key Responsibilities: 

Strategic Leadership
• Lead the Board in setting and reviewing the charity’s vision, mission, and strategic objectives.
• Ensure decisions align with charitable objectives and long-term sustainability.
• Promote diversity and inclusion within the Board and wider organisation.

Governance
• Ensure compliance with the charity’s governing document, Charity Commission guidance, and relevant
legislation.
• Maintain high standards of governance, risk management, and financial oversight.
• Facilitate annual Board and Trustee performance reviews

Board Management
• Chair Board meetings effectively, ensuring impartiality and open debate.
• Provide guidance and constructive challenge to trustees.
• Foster strong relationships among Trustees and between the Board and Executive Director.
• Drive Trustee recruitment and succession planning.

External Representation
• Act as an ambassador and spokesperson for the charity.
• Represent the organisation at external events and with grantees and key stakeholders
• Support advocacy through personal networks where appropriate.

Support to Director
• Maintain a clear distinction between governance and management roles.
• Ensure regular communication and a strong, collaborative working relationship.
• Provide guidance and support to the Director.

Person Specification:

Essential Skills and Experience
• Proven leadership experience at Board or senior executive level.
• Strong understanding of charity governance and the legal duties of Trustees.
• Strategic thinker with ability to balance long-term vision and short-term priorities.
• Financial literacy and ability to oversee budgets and risk management.
• Excellent communication, with ability to build consensus
• Experience in grant-making or philanthropic sector

Desirable
• Knowledge of charity law and regulatory frameworks.
• Established networks within relevant sectors (e.g., philanthropy, corporate, public).

Personal Attributes
• Commitment to the charity’s mission and values.
• Integrity, impartiality, and sound judgment.
• Ability to dedicate sufficient time and energy to the role.
• Collaborative and inclusive leadership style.
• Innovative thinker with ability to bring forward fresh ideas.

If, after reading the applicant pack, you feel you have the skills and experience we are looking for then please apply through CharityJobs, providing a CV and cover letter (2 pages max) detailing why you are interested in this role and your relevant experience. 

Shortlisted candidates will be invited for preliminary interviews in March (dates to be confirmed). Initial interviews will take place via Teams. 

The Trustees of DD McPhail Charitable Settlement CIO are committed to equality, diversity, and inclusion. We welcome applications from individuals of all backgrounds and experiences, particularly those underrepresented in leadership roles within the charity sector.

Please use the following contact details for any questions or queries you may have about the role or the charity:

info at ddmcphail dot org

The role of the Governing Body includes collective oversight of the College’s activities and setting and reviewing
our strategy and mission. The governor role is comparable with the non-executive directors of a public company
but instead of being accountable to shareholders, governors are accountable for public funds. As the College is an exempt charity, all governors are charity trustees.

Being a governor is a hugely rewarding leadership role. Governors can make a real difference and give something
back to the local community.

The College is currently looking for two new governors to join the Board. We are seeking experienced individuals, who
are looking for an opportunity to use and develop their professional skills in a board-level environment.
You don’t need to have prior board experience to apply.

The Board is currently looking for two new governors will have experience of one, or more, of the following areas: FE, education, apprenticeships. 

The Board also values the diversity of our students and staff, who come from a variety of ethnic, cultural and
religious backgrounds. The Board is determined to reflect this diversity amongst our Governing Body and
encourages people from a range of backgrounds and experiences to apply.

Please get in touch if you don’t feel you have the time to join the Board but would be interested in being co-opted to one of our committees. Co-option can provide an excellent introduction to voluntary governance roles. We are currently looking for co-opted members to join our Search and Governance Commitee, Resources Committee and Audit and Risk Committee. 

As well as fulfilling the duties of a Trustee, the Treasurer maintains an overview of WAND UK’s financial affairs. The Treasurer ensures that effective and appropriate financial measures, controls and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation.

Treasurer role

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

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

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

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

· Overseeing financial controls and adherence to systems, regularly liaising with the Director

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

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

· Keeping the board informed about its financial duties and responsibilities and liaising with the Director to develop the financial understanding of the Board of Trustees.

What we are looking for

· A finance professional. A knowledge of charity finance is an advantage.

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

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

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

In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees:

Responsibilities of all trustees

● Support and provide advice on WAND UK’s purpose, vision, goals and activities.

● Approve operational strategies and policies, and monitor and evaluate their implementation.

● Oversee WAND UK’s financial plans and budgets and monitor and evaluate progress.

● Ensure the effective and efficient administration of the organisation.

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

● Review and approve WAND UK’s financial statements.

● Provide support and challenge to WAND UK’s Director in the exercise of their delegated authority and affairs.

● Keep abreast of changes in WAND UK’s operating environment.

●  Contribute to regular reviews of WAND UK’s own governance.

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

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

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

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

Attributes and qualities

We are looking for people willing to bring energy, enthusiasm and commitment to the role, and who will broaden the diversity of thinking on our board.

Personal skills and qualities

● Willingness and ability to understand and accept their responsibilities and liabilities as trustees and to act in the best interests of the organisation.

● Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member.

● Effective communication skills and willingness to participate actively in discussion.

● A strong personal commitment to equity, diversity and inclusion.

● Enthusiasm for our vision and mission.

● Willingness to lead according to our values [charity values]

Terms of appointment

Terms of office

· Trustees are appointed for a 3 year term of office.

· After the 3 years of service a trustee needs to stand down and be re-elected by the Board if they would like to continue.

● This is a voluntary position, but reasonable expenses will be reimbursed.

Time Commitment (Estimated at 1-2 hours maximum per month)

● Attending four Board meetings annually. Currently meetings are held remotely and in person at WAND UK’s office located at St Charles centre for health and wellbeing, Exmoor street W10 6DZ. 

● Monthly scheduled meeting with the Director with flexibility to respond swiftly to the occasional ad hoc issue.

● Attending half day of the annual strategy and planned training sessions.

About ReMind UK

ReMind UK is an independent charity and an internationally renowned centre for research, diagnosis and treatment of neurodegenerative diseases. Our research aims to improve life for people with dementia and their families and carers, and to find drug and non-drug treatments for people with conditions such as Alzheimer’s disease and other diseases predominantly affecting older people. Our contracted NHS Memory Clinic service, paid for memory assessments, and allied activities also provide direct support to patients, families and carers. We are currently in an ambitious phase of development to increase significantly our clinical and academic research programme. We work closely with the Universities of Bath, Bristol and other research institutions, both nationally and internationally, and with the Royal United Hospital.

Role Title

Trustee (Board Member), ReMind UK

Time Commitment

We hold four full Board meetings per year, and an annual away day.

We currently have one subcommittee which is the Finance, Risk and Audit Committee (FAC) that meets four times a year should be a part of it.

Board and Committee meetings are generally of 1-2 hours duration. Once a year there is a remuneration meeting, which is a short meeting held directly after the Board meeting.  

We engage between meetings via email on issues of relevance to either individual Board members or collectively where appropriate

Trustees are volunteers and may claim eligible expenses.

Role Purpose

Trustees are responsible for providing strategic leadership, ensuring good governance, and overseeing the charity’s management and administration.  The day-to-day running of the organisation is undertaken by the charity CEO and the senior leadership team.

Trustees must act in the charity’s best interests, ensure it is well‑run, and that resources are used effectively to achieve its charitable purposes.

Key Responsibilities

1. Strategic Leadership & Governance

· Ensure the charity has clear priorities, future, and strategic direction.

· Oversee delivery of the charity’s mission to improve diagnosis, care, and research into age‑related disorders.

· Make well‑informed decisions that align with ReMind UK’s charitable objects and the interests of beneficiaries.

· Maintain high standards of governance and accountability.

2. Legal & Regulatory Compliance

· To ensure that the charity complies with its governing document, charity law and any other relevant legislation or regulations.

· Act with reasonable care, skill, and diligence in all decision‑making and oversight.

· Manage and declare any conflicts of interest.

3. Financial Oversight

· Ensure the charity is financially sustainable, with adequate controls, appropriate budgeting, responsible use of funds and sound financial planning.

· Support and work with the Finance, Risk and Audit Committee where appropriate and engage in wider discussions around income and expenditure where necessary.

• Safeguard the charity’s assets and ensure funds are spent effectively.

4. Advocacy & Ambassadorship

· Act as an ambassador for ReMind UK’s work in dementia research, memory assessment, and post diagnosis support.

· Promote the importance of early assessment, treatment possibilities, and community‑based support.

· Support relationship‑building with stakeholders, partners, funders, and the wider community.

5. Organisational Support & Risk Management

· The Board have delegated the oversight of the Risk Register to the Finance, Risk and Audit Committee (FAC), however it is also the responsibility of all trustees to identify and manage organisational risks and hold the FAC to account.

· Ensure effective planning and promote resilience across the charity.

· Support and constructively challenge the CEO and senior leadership team.

Person Specification

Essential:

· Commitment to the vision, mission and values of ReMind UK.

· Understanding of or willingness to learn about trustee responsibilities and charity governance.

· Strategic thinking and strong communication skills.

· Integrity, sound judgement, and independence of thought.

Desirable:

· Experience in health, dementia research, social care, charity finance, legal compliance, fundraising, or lived carer experience.

· Previous charity governance or leadership experience.

Eligibility Requirements

Certain individuals are legally disqualified from becoming charity trustees. Applicants must be 18+.

As part of our safeguarding commitment, trustees will be asked to complete an appropriate level of DBS check (Basic or Enhanced, subject to eligibility). We will support you through this process.

How to Apply and closing date

Interested individuals should submit a CV and a short statement outlining their motivation and relevant experience.

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