Courses operations and experience manager volunteer roles in Birmingham, west midlands

We are looking for an Events Assistant who can help us organise monthly community dinners featuring three course meals from around the globe to enable the charity to engage with and attract donors. We require help with running the dinner on the day with tasks including welcoming the guests, serving food and drinks, take payments, setting up and clearing, etc.

You will be working as part of a team to plan and organise other events and fundraisers throughout the year, for example refugee week. You will also be assisting with applying for funds for events including securing raffle prizes, donations of ingredients, material needed, musicians and entertainment, etc.

This role will also include working closely with our marketing team, providing details of upcoming events for promotion; taking pictures and quotes at the event.

Main duties will include:

• Prior experience of events planning and organisation
• A passion and keenness to engage in community-based work to support refugees and serve the local community
• Good organisation skills including: effective time management, punctuality and delegation of tasks.
• A flexible and proactive attitude to working
• Good responsiveness to emails/ text/ whatsapp
• Practical skills to help prepare and set-up the café for events
• Able to work well in a team and communicate effectively with the rest of the staff and visitors of the cafe
• A willingness to learn new skills

Desirable:

• Prior experience working with refugees, people seeking asylum or other vulnerable groups
• Prior experience of involvement in charity fundraising events

Vision Action is a unique organisation that works in low- and middle-income countries, supporting national governments to deliver and strengthen their eye health strategies. We work in partnership with local governments, civil society organisations, international and national NGOs, and the private sector. Our ambition is to increase equitable access to eye care services and glasses and accelerate achievement of the UN Sustainable Development Goal 5.

The role of the board is to oversee the overall direction and activities of the charity, including its policies and procedures, to ensure that they are consistently in accordance with the charitable purposes defined in the objects clause in its constitution. The board sets and monitors the strategic direction of the charity, although the implementation of strategy is achieved through the executive team. The board must always act in the best interests of Vision Action, taking decisions as a group and not as individuals.

Terms of service

For Vision Action the trustees are members who have been elected to serve on the board. Vision Action’s constitution allows for up to 12 trustees, who can serve a maximum of three consecutive terms of three years.  Vision Action is a company limited by guarantee and the trustees are its legal directors. The trustee role is voluntary, although relevant expenses incurred in the course of fulfilling trustee responsibilities are reimbursable in line with organisational policy.

Trustees are appointed by the Vision Action board of trustees annually at the board meeting following the Annual General Meeting (AGM). The time commitment involved in being a trustee includes attendance at four board meetings per year, one of which is an all-day strategy session. Board meetings are typically held for half a day on a weekday afternoon, with at least half the meetings taking place online.  Board papers are circulated in advance for review and preparation.

In addition, trustees are expected to attend the AGM, which is usually held on a weekend, as well as occasional members’ forums or other Vision Action events, which are often arranged alongside board meetings in the evening. Trustees may also be asked to participate in ad hoc meetings or online discussions relating to specific topics. Sub-committee meetings are also held in advance of board meetings, and trustees are also expected to participate in one or more of these groups depending on their expertise and responsibilities. Trustees will also be expected to commit time to undertake a full induction process.

Main tasks

Charity trustees have ultimate responsibility for directing the affairs of the charity and ensuring it is solvent, well-run and delivering the charitable outcomes for the benefit of the public for which it has been set up. Each trustee will be expected to join one of the two sub-committees (Programmes and Research; Fundraising and Finance).  The committees meet (in person or remotely) at least four times per year, usually timed with or in advance of the board meetings. 

General responsibilities

• Ensure th[JT1] at Vision Action complies with its governing document (i.e. its constitution[JT2]  and byelaws), charity law, and any other relevant legislation or regulations.
• Ensure that Vision Action pursues its objects as defined in its governing document.
• Ensure Vision Action applies its resources exclusively in pursuance of its objects, i.e. it must not spend money on activities which are not included in the objects, however worthwhile they may be.
• Contribute actively to the board’s role in the formulation and review of strategy, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.
• Safeguard the good name and values of Vision Action and maintain good relations with its members.
• Ensure that all policies are implemented, monitored and reports are acted upon, (including the policies on harassment and misconduct, safeguarding, recruitment of ex-offenders, and anti- bribery).
• Strive for Vision Action to reflect the full diversity of society in all its activities.
• Ensure the financial stability of Vision Action.
• Protect and manage the property of Vision Action and ensure the proper investment of its funds.
• Appoint and support key leadership and monitor their performance.

In addition to the above statutory responsibilities, each trustee should attend board meetings and use any specific skills, knowledge or experience they have to help the board reach sound decisions.  This may involve leading discussions, focusing on key issues, providing advice and guidance on new initiatives, evaluation or other issues in which the trustee has special expertise; and then always upholding the decisions taken by Board. Trustees are also expected to support Vision Action’s fundraising initiatives.

Treasurer specific responsibilities

Hold specific responsibilities relevant to the role:

• Chair the fundraising and finance sub-committee, overseeing and advising on the financial risks, challenges, health and resilience of the charity, reporting back to the full board.
• Monitor and advise on the financial viability of the charity, including the financial risks. This should include regular monitoring of cost recovery.
• Advise the board on the financial implications of its plans and policies.
• Monitor the preparation of budgets, accounts and financial statements and their presentation to the board.

Ensure policies and practices are in keeping with aims:

• Oversee the development and implementation of financial reserves, cost‐recovery and investment policies.
• Annually review the financial control framework to identify any changes, gaps and potential areas of exposure.
• Oversee the development and review of other policies and procedures as delegated to the fundraising and finance sub-committee by the board.

Ensure best practice:

• Support the Co-CEO (finance & operations) in preparing and presenting the budgets, management accounts and annual financial statements to the board, ensuring it receives a fully informed picture of the charity’s financial performance, position and effectiveness.
• Liaise with the Co-Chief Executive Officers and, as appropriate, with the investment advisors and auditors on matters relating to the organisation’s financial activities.
• Provide board‐level liaison with the external auditors on specific issues such as the auditors’ management letter, auditor remuneration and related board representations.
• Lead on recommending the appointment of new auditors to members of the organisation.
• Work with the Finance and Operations Manager to ensure that proper accounts and records are maintained, and that financial resources are spent and invested in line with good governance and legal and regulatory requirements.
• With the Finance & Operations Manager and the Joint Chief Executive Officers, closely monitor the reserves and investment plan, providing assurance to the board on the organisation’s future financial stability.
• Review all management accounts before they are placed before the board.

Personal specification

All our trustees are expected to have:

• A commitment to Vision Action’s vision and mission.
• A commitment to our values: being evidence-based, being inclusive, having integrity, sustainable programmes and being collaborative.
• Willingness to devote the time and effort needed to fulfil the role.
• Integrity.
• Strategic vision.
• Good, independent judgement.
• An ability to think creatively.
• A willingness to speak their mind.
• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
• An ability to work effectively as a member of a team and to take decisions for the good of Vision Action.

The treasurer will have:

• Experience as a director of finance (or equivalent) and/or in a treasurer role, with extensive experience of overseeing financial and management accounting, financial reporting, monitoring and controls, and external audit.
• An understanding of charity accounting and reporting standards (Charities SORP 2026), or a willingness to develop this through personal learning and development.
• A recognised accountancy qualification (CAAB) and
• Experience in international development would be an advantage.

The position is supported by the CEO who is an accountant and a part time bookkeeper.

The Next Step

We welcome questions and a discussion on our current financial circumstances with our treasurer and chair. Our treasurer retires in 2026, and we would like to involve any new appointment in our committees and board meeting in the last part of this year.

Would you like to support people who have served in the Armed Forces? You just need the ability to listen, strong IT skills and good written and spoken English. If you think this could be the role for you, we’d love to hear from you.

What is a Caseworker?

Caseworkers visit clients to work out what type of support they need. You will listen without judgement to assess and provide tailored support to help those serving, who have served and their families to navigate life in and beyond military service. Some examples of support are securing funding for special equipment for someone with a disability, adaptions to a property so an older client can remain at home or funds for a rental deposit. Caseworkers also sign-post clients onto specialist local services for advice on benefits, housing, mental health, debt, finding work etc.

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan. We’d love the general public to understand what we do and how they can help us.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.

Volunteer Caseworkers are the lifeblood of SSAFA, supporting a growing number of people in need of financial, practical, and emotional support. Clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like Iraq or Afghanistan.

When would you be needed and where would you be based?

The essential part of the role is visiting clients, so you will need access to a vehicle or another way to travel to meet clients at home or in a care home setting. As part of your local branch, you might have access to an office, but you can complete the administration part of the role from home as long as you have access to IT equipment and the internet.

What would you be doing?

• Contacting beneficiaries and arranging to meet them at a mutually convenient time.
• Meeting beneficiaries and completing a form to assess their circumstances, using good communication skills, empathy and understanding.
• Sign-posting clients onto local services providing specialist advice.
• Applying for funding on the behalf of the beneficiary through a specific process and system  
• Arranging for the purchase of goods and services
• Keeping the beneficiary informed of their case progress.
• Liaise with the branch and regional office, regarding your availability.
• Keeping up to date with training and SSAFA news so that you are best able to support clients.
• Being a positive ambassador for SSAFA remembering that anyone you meet could be a potential client, volunteer, or fundraiser.
• Volunteering within the standards and values of SSAFA
• Adhering to SSAFAs policies and procedures at all times, including safeguarding, volunteering policy, equality, diversity and inclusion, health and safety, data protection and confidentiality.  

What can you gain from this volunteering role?

• Use your skills, knowledge, and life experience to benefit others.
• Support from your local SSAFA branch and the wider SSAFA community
• Experience, training, and skills that you can highlight on your CV and in job interviews.
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Role specific training to prepare you for your voluntary role – confidentiality and boundaries, personal safety, caseworker training, and caseworker IT system training. The caseworker training takes 3 days and a further half a day for the other training.
• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Access to a range additional e-learning courses as well as local opportunities for your personal and professional development.
• Local induction including assigning a person from the team who will be your main point of contact.
• Regular opportunities to meet and share best practice with other caseworkers.
• Range of support from central and regional volunteer operations team.
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable with good listening skills, patience, and a positive attitude.
• Good communication skills both written and verbally.
• Respectful and non-judgemental approach with beneficiaries, their family, other agencies and SSAFA colleagues
• Willingness and ability to use IT systems for initial and on-going training and to enter cases on the Casework Management System. Willingness and ability to send and receive emails – you will receive your own SSAFA email address which you will be required to use when exercising your role.
• Ability to make enquires on behalf of beneficiaries by phone, email, letter or by filling in forms.
• Ability to keep within boundaries of the role with regards to friendship or giving advice
• Reliable, prompt and trustworthy.
• Access to public transport or a car to travel to appointments with clients.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? Yes, this is provided by SSAFA at no cost to the potential volunteer. This role requires an enhanced check (including checks against the children and adults barred list)

*A disclosure certificate that contains convictions, cautions, warnings, reprimands, or other information may not automatically mean that you are not able to volunteer. All certificates will be reviewed on a case-by-case basis and, where possible, a modified or alternative role will be offered.