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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. 

About WAST

We are a grassroots organisation led-by and for women seeking asylum in Greater Manchester. We campaign for social justice and women's rights through a peer-led support model that helps women find their place in the UK. Women seeking asylum continue to live in a hostile environment where they often feel vulnerable and isolated. WAST (Women Asylum Seekers Together) seeks to combat this by offering a safe space where women can be heard, build confidence, and develop new skills.

The Roles

Due to the retirement of three long-standing trustees, we are recruiting four women to join our diverse Board of Trustees and help us deliver projects that the women themselves have identified as priorities.

One of these positions is for a Treasurer, who will support the Board in overseeing the charity’s finances, ensuring strong financial management and sustainability.

We are also particularly interested in recruiting more Trustees with lived experience of the asylum system, or the immigration system. WAST’s Chair and Honorary Chair have lived experience, and we would very much value more women with lived experience on our board. 

The current Board have a diverse range of skills. We particularly welcome applications from women with experience of campaigning, fundraising or human resources. However, this should not put off any potential applicants who may bring other qualities to the Board.

If you feel that you have the energy and time to contribute and are committed to improving the lives of women seeking asylum, we would love to hear from you.

Please see the Recruitment Pack and Role Description for further information. If you have any questions or would like to arrange an informal chat about the role please contact the email given in the Recruitment Pack.

Please note: This is a voluntary position. This role is also open to women only, as permitted under Schedule 9, Part 1 of the Equality Act 2010, in line with WAST’s commitment to providing programmes and initiatives led by and for women seeking asylum.