Client finance officer volunteer roles

Finance Trustee - Citizens Advice

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

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

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

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

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

· join a respected national charity

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

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

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

What do you need to become a trustee?

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

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

In addition, as Finance Trustee you will need:

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

For this role, we also value:

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

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

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

You will welcome clients and visitors, and support the smooth running of our local office at our drop in sessions on Mondays or Thursdays (or both)

Commitment: 6 hours/week (flexible)

Receptionists are the first point of contact for clients, welcoming visitors. You’ll record client details on our computer system, explain waiting times, and help ensure the service runs smoothly. The role builds communication, IT, and teamwork skills while making a real difference in the community. Full training and expense reimbursement are provided.

What you gain: Communication skills, admin experience, confidence using IT, and full training.

You'll gain valuable transferable skills in communication, problem solving, teamwork.

Whether you are starting out, changing career, retired, or returning to work, volunteering strengthens your CV and provides practical experience.

Cardinal Hume Centre is looking for two new trustees to help break the cycle of homelessness for children, young people and families.

Based in Westminster, we support more than 1,400 children, young people and families each year who are facing homelessness and poverty. Through personalised, wraparound services, we work alongside people to build stability, confidence and the foundations for longterm independence — tackling homelessness now to prevent it in the future. 

We are recruiting for two complementary trustee roles: 

• A trustee with lived experience. 
  We are looking for another trustee whose personal experience of challenges such as homelessness or insecure housing, migration, poverty or longterm unemployment can help ground our decisions in what truly works. Your insight will strengthen the voice of past, present and future clients at Board level and help us become a more inclusive, responsive organisation. 

• A trustee with senior estates, building or facilities expertise. 
  The Centre owns a large site in central London and is developing a longterm vision for how it can best support our mission over the next 10–15 years. We are seeking someone who can guide, support and challenge our thinking as we plan for the future of our buildings and facilities. 

We are deeply committed to building a Board that reflects the diversity, experience and strength of the community we serve.Around 85% of our clients are from Black and minority ethnic backgrounds, and many live with disabilities — perspectives that are not yet fully represented on our Board.We strongly encourage applications from people whose experiences or backgrounds are underrepresented in charity leadership. 

Trustees receive a full induction, training and ongoing support. We cover all reasonable expenses — including travel and caring costs — and can learn and make adjustments so every trustee can participate fully, confidently and on an equal basis. 

If you share our belief in dignity, welcome and potential- and want to help shape a compassionate, inclusive Centre - we would love to hear from you. 

The role closes on Monday 11 May 2026. For further information, please read the job pack.You can contact the CEO for an informal conversation

About us

My Life Films is an award-winning charity that uses film and TV to enrich and support the lives of people living with dementia and their carers. My Life TV is our specialist on-demand streaming service, specifically designed to meet the cognitive needs of people living with dementia, for use within care settings and at home.

My Life TV is carefully curated to enable people living with dementia to feel stimulated and connected to the world, improving their mental health and supporting their essential care. 

Our high-quality content includes interactive shows like quizzes, singalongs, drawing and chair yoga; calming content, including animal and nature programmes and slow TV; a wide range of reminiscence programmes, from the 1960s onwards, and much more. 

Since launching in 2021 we work with highly respected content partners, as well as producing our own programming, in partnership with trusted organisations in the dementia care field, and more widely. The Alzheimer’s Society, BFI, Royal Parks, Museum of Brands, BBC Archive and National Trust are just some of the partners we are proud to work with.

We have ambitious plans to scale up its use, so we can reach and support as many people living with dementia as possible.

About the role

Stepping in at the helm of a well-established Board, and working closely with the highly experienced Executive Director, our new Chair will lead My Life Films through its next phase of growth and impact.

The new Chair will review and reinvigorate the charity’s governance, ideally including a board audit, as well as challenging and interrogating the group’s strategic plan.

This role will suit potential candidates who are ready to step-up to chair a not for profit organisation. This means they are likely to bring current or previous board experience as a non-executive or trustee. Candidates may have experience in the care sector, health sector, charity or foundation, possibly an organisation involved in supporting people living with dementia. This experience could enable candidates to draw on networks in the care, health, charity, voluntary sectors, social enterprise or foundation. It will be important that the new Chair can demonstrate a personal passion and commitment to improving the lives of people living with dementia.

The Chair will also help guide the Executive in optimising the existing model, developing new opportunities by helping expand networks and making introductions when necessary. They will act as a critical friend to Executive Director, coaching and challenging as required and providing leadership and strategic direction to the Board.

They will hold the organisation to the highest ethical standards, ensuring compliance with all regulatory requirements and that My Life Films is run in the best interests of its stakeholders.

The Board of Trustees is the governing body of the charity and is collectively responsible for its success. All trustees must take decisions in the interests of the charity.

My Life Films has a trading subsidiary – MLF Productions Limited – and it is expected that the Chair of My Life Films will also Chair the trading company.

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Selection Criteria

When applying, we ask candidates to highlight any areas of expertise they can bring in the areas identified below.

• Skills and Experience –

Governance / leadership

• Any experience of operating at Board level in the voluntary, public or private sector preferably with a knowledge of the Social Care sector.

• Understanding of good charity governance, including trustees’ legal duties, financial oversight and risk management.

• Experience of chairing effective meetings and facilitating inclusive, robust discussion and decision-making Experience of fundraising, advocacy, campaigning, or working with regulators, commissioners or major funders.

Strategy and finance

• Ability to think strategically, interrogate complex information and focus the Board on priorities, impact and long-term sustainability.

• Strong financial literacy and ability to scrutinize budgets, management accounts and risk registers (not necessarily as a finance professional).

People leadership

• Track record of leading senior individuals or teams; able to coach, support and hold to account a CEO

How to Apply

If you are interested in the role, Maana Ruia a trustee with My Life Films and a member of Enter The Boardroom Community would be happy to fix up a time to talk to you. 

Please submit your application to Julian Freeston  The application should comprise a Cover Letter detailing your suitability and desire for the role (no more than two pages) and an up-to-date CV (no more than four pages).

The application deadline is 5pm, 29th May 2026