Debt quality 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. 

Could your leadership skills help shape the future of a Hopian?  Hopian is a registered charity that provides advice and support for adults and children who have experienced Domestic Violence and Abuse through the provision of refuge accommodation and community support services.  We also provide support and access to counselling for people affected by Child Sexual Exploitation.

The Role of Trustee and executive Trustee roles are voluntary positions. A Trustee for the Board is expected to meet the requirements of the board in line with the charities governing documents, governing good practice and legal requirements.  We also have a vacancy for a Treasurer should you be interested please visit our Hopian website - recruiter link below for further details.

Trustee Responsibilities :

The Board as a whole is collectively responsible for the success of the charity. A Trustee is a Board Member and has a number of responsibilities in order to ensure robust management of the charity including:

• Make decisions objectively in the interests of the charity.
• Implement Hopian’s Vision, Mission, and Values.
• Lead on the aims and objectives of Hopian by raising awareness of domestic and sexual abuse, and child sexual exploitation and abuse and its impact on individuals and their families.

Trustee Duties :

• Ensuring that the organisation pursues its stated objects (purposes), as defined in its governing document, by developing and agreeing a long-term strategy.
• Ensuring that the organisation complies with its governing document (i.e. constitution or memorandum and articles of association), charity law, company law and any other relevant legislation or regulations.
• Ensuring that the organisation applies its resources in pursuance of its charitable objects (i.e., the charity must not spend money on activities that are not included in its own objects) .
• Ensuring that the organisation defines its goals and evaluates performance against agreed targets.
• Safeguarding the good name and values of the organisation.
• Ensuring the effective and efficient administration of the organisation, including having appropriate policies and procedures in place.
• Ensuring the financial stability of the organisation.
• Protecting and managing the property of the charity and ensuring the proper investment of the charity’s funds.
• To work in the interests of the charity and not for personal gain.
• To ensure that the Board Members takes proper professional advice on matters in which it does not have competence.
• Following proper and formal arrangements for the appointment, supervision, support, appraisal and remuneration of the chief executive.

In addition to the above statutory duties, each trustee should use any specific skills, knowledge or experience they have to help the board of trustees reach sound decisions. This may involve scrutinising board papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, or other issues in which the trustee has special expertise.

Tasks:

• To work with other Board Members to form an effective governing body for the charity.
• To attend meetings and to read papers in advance of meetings.
• Ensure that the charity’s focus places services users centrally.
• To understand and be committed to the mission of the charity.
• To maintain a long-term overview of the charity and its work.
• To make strategic and major decisions about the charity objectives, policies and procedures.
• To attend sub-group meetings as appropriate.
• To participate in other tasks that may arise from time to time such as interviewing for new staff, helping with appeals and fundraising.
• To keep informed about the activities of the charity and wider issues which affect its work.
• To monitor and evaluate the work of the charity on a regular basis. This includes receiving reports from staff, staff supervision, receiving feedback from service users and other agencies .
• To ensure that the charity is a good employer of its paid and voluntary staff .
• Provide opportunity for staff to meet with the board.

Person Specification

We are looking for a  Trustee who has an understanding and acceptance of the legal duties, responsibilities, and liabilities of trusteeship. It is expected that a Trustee takes ownership to develop and maintain this understanding and application of duties. In addition to having:

• A commitment to the organisation.
• A willingness to devote the necessary time and effort.
• Good, independent judgement.
• An ability to think creatively.
• An ability to work effectively as a member of a team.
• A commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership

Experience & Knowledge

• Understanding and evidence of commitment to equal opportunities and diversity statement 
• Be objective and unbiased 
• Be supportive and approachable 

Time Requirements

To be able to attend scheduled committee meetings each year and read papers for each board meeting. To be available to for consultation, support and guidance on an ad hoc basis. Much of this contact will be via online, telephone or email.

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.