Finance volunteer roles

Chair of Trustees

Citizens Advice Buckinghamshire

Voluntary role | Buckinghamshire

Are you a well-connected leader in Buckinghamshire with the energy and ambition to help a respected local charity grow its impact?

Citizens Advice Buckinghamshire is seeking an exceptional individual to become our next Chair of Trustees.

About Us

We are part of the national Citizens Advice network, providing free, confidential and impartial advice to thousands of people each year across Buckinghamshire. We have offices in Aylesbury, Buckingham, High Wycombe and Chesham.

Our work helps people resolve problems around debt, housing, employment, benefits and consumer rights, often preventing crises, reducing pressure on public services and enabling individuals to regain stability and independence.

The organisation is stable, well-managed and ambitious. Following reductions in statutory funding and changes across the national network, we are now focused on strengthening income streams, raising our local profile and entering a new phase of growth.

The Opportunity

It is an opportunity to build on strong foundations and take the organisation forward.

As Chair, you will:

• Provide strategic leadership to the Board of Trustees.

• Help strengthen funding and sustainability.

• Raise the profile of Citizens Advice across Buckinghamshire.

• Represent the organisation with funders, partners and the wider community.

• Champion the difference we make to people’s lives.

We are particularly interested in candidates who live in, or have strong knowledge and networks within Buckinghamshire (ideally central or south).

Who We’re Looking For

We are seeking someone who brings:

• Strategic leadership experience (board or senior executive level).

• The confidence to support and constructively challenge a CEO.

• Strong networking skills and credibility locally.

• Commercial awareness and financial literacy.

• An interest in fundraising and partnership development.

• A genuine commitment to community impact.

Prior Chair experience is welcome but not essential. Energy, judgement and the ability to build relationships are key.

Time Commitment

• Four face-to-face Board meetings per year (2 hours each).

• Four subcommittee meetings per subcommittee annually Finance & Risk, Operations, People, and Fundraising).

• Annual strategy Away Day.

• Annual Staff & Volunteers Day.

• Attendance at selected fundraising and stakeholder events.

• Approximate commitment: 2 -4 days per month.

Why This Role Matters

Citizens Advice Buckinghamshire helps people solve problems that, left unaddressed, cost families, councils and government far more in the long term.

As Chair, you will help ensure this essential service continues to thrive, supporting residents to become more financially secure, resilient and able to contribute fully to society.

For more information and how to apply download the Appointment Brief.

Closing date: 9am Friday 11 September 2026

Join us in shaping the next chapter of Citizens Advice Buckinghamshire.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

Become a School Governor – Make a Difference in Your Community

Are you passionate about education and helping children achieve their full potential?

The Orchard Learning Alliance is seeking committed volunteers to join our Local Governing Boards in the Wokingham and Reading areas. As a governor, you'll work with school leaders to provide support and challenge, monitor the impact of teaching and learning standards, safeguarding, SEND, stakeholder engagement, health & safety, and finance, and ensure every child receives the best possible education.

No previous governance experience is required. We welcome applications from people of all backgrounds and professions who can bring enthusiasm, sound judgement, and a commitment to improving outcomes for young people. Full induction, training, and ongoing support will be provided.

This is a rewarding voluntary role that offers the opportunity to develop your own skills while making a lasting impact on your local community.

If you would like to find out more about becoming a local governor with Orchard Learning Alliance, we'd love to hear from you.

#SchoolGovernor #Education #Volunteering #Governance #MakeADifference #CommunityLeadership

Across the UK, our volunteer groups play a vital part in supporting people affected by MS, bringing people together and connecting our local MS communities.

As a Group Coordinator, you’ll take the lead in making sure your local group reaches out to people affected by MS.

The role is varied, and will enable you to further develop your leadership, management, communication, organisation and motivation skills.

Behçet’s Disease is an auto-immune disorder which is incurable but can be managed by specialist consultants. It is very rare and can affect any part of the body. It often takes years to diagnose and can be debilitating to the patient. 

Behçet’s Patients Centres (BPC), a charitable company, was formed in 2011 to provide the specialist, multi disciplinary care for patients.

We are seeking to recruit a Director to our Board in order to both increase our experience and skills base and to facilitate effective succession management. This is a volunteer role that offers rewarding experience and the chance to make a difference in the lives of those who are affected by this rare condition.

This is a highly autonomous role that will make a big difference to the Board of Directors and their purpose to provide a service to one of the rarest patient groups in England. We’re looking for someone who can come in and help us build on our achievements and do things even better. You will play an important role as a member of the Board of Directors, ensuring they are guided by your expertise.  We also work collaboratively with Behçet’s UK, the registered charity for patients with Behçet’s Disease and you’ll be building relationships with that charity. 

The time commitment for this role is around 2 to 3 days per month on average, with extra time needed around budgeting and year end accounts. 

Experience Required:

• Proven management and leadership skills
• Proven communication skills
• Awareness of both Charity and Data Protection Law
• Computer literate in use of Microsoft products
• Experience of contract performance management
• Flexibility of working hours to attend quarterly Director meetings and the Behçet’s UK Annual Conference

Qualifications Required:

• Educated to degree level or equivalent experience. 
• A UK driving licence and the ability to travel 
• A clean Disclosure & Barring Services check will be undertaken 

The Elizabeth Fry Charity provides support to women, mostly on licence from prison, who have a range of complex needs. Through our work, we help women to begin to address the issues they face, improve their lives and reduce the likelihood of further involvement in the criminal justice system.

The Elizabeth Fry Charity provides a 25-bed Approved Premises in Reading, enabling women to access accommodation, support, and monitoring.

As the Charity continues to grow and develop its services, we are seeking to strengthen our Board by recruiting a Trustee with experience in property, estates, or facilities management.

Our future plans include the acquisition, adaptation and ongoing maintenance of additional properties, as well as renovation and improvement of existing premises. We are therefore particularly interested in individuals who can bring:

• Experience in property acquisition, development, or refurbishment
• Knowledge of building maintenance and compliance requirements
• Expertise in estates or facilities management
• Strategic insight into managing property assets within a charitable or regulated environment

Trustees, both individually and acting together as the Board, use their skills, knowledge, expertise, and contacts to govern the Charity, safeguard its assets and apply them as efficiently and effectively as possible to further its charitable objectives.

In this role, the Trustee with property expertise will support the Board and Senior Management Team in shaping and delivering our property strategy, ensuring that our accommodation is safe, sustainable, and fit for purpose as we expand.

We are interested in hearing from anyone who is passionate about the work we do and feels they can contribute to the success of the Charity.

The Board of Trustees meets five times annually at Elizabeth Fry House in Reading. Trustees are invited to participate in either our Finance or People and Safeguarding Committee, both of which meet four times a year. Additionally, Trustees conduct scheduled visits to the Approved Premises throughout the year.

Across the UK, our volunteer groups play a vital part in supporting people affected by MS, bringing people together and connecting our local MS communities.

As a Group Coordinator, you’ll take the lead in making sure your local group reaches out to people affected by MS.

The role is varied, and will enable you to further develop your leadership, management, communication, organisation and motivation skills.

We are open to role sharing offers.

Make a Difference with Essex Respite & Care Association (ERCA)

Are you experienced in finance or accounting and looking for a rewarding way to give back to your local community?

At Essex Respite & Care Association (ERCA), we are seeking a Volunteer  to join our charity and help support the important work we do for adults living with dementia, mental health conditions, and other long-term health needs across Essex.

This voluntary role requires approximately 2–3 hours per week and offers the opportunity to use your financial skills to make a real difference.

The Role

• Maintain oversight of the charity's financial records.

• Help keep our accounts up to date and well organised.

• Prepare and review profit and loss reports and other financial information.

• Work alongside the Charity Manager and Board of Trustees to support good financial governance.

• Provide financial guidance where appropriate.

About You

• Experience in accounting, bookkeeping, finance, or a similar financial role.

• Good organisational skills and attention to detail.

• Confident working with financial information.

• A commitment to supporting a local charity and its values.

A full handover will be provided by our outgoing Treasurer, ensuring you have the support needed to settle into the role.

This is a fantastic opportunity to use your skills to help a well-established local charity continue providing vital support to people across Essex.

If you would like to find out more, we'd love to hear from you.

The BDFA is seeking a new Volunteer Treasurer/Trustee to join our passionate and dedicated Board.

As a trustee, you will play a key role in shaping the strategic direction of the BDFA, ensuring strong governance, and helping to improve the lives of children, young people, and families affected by Batten disease across the UK.

The overall role of Treasurer is to maintain an overview of the organisation’s affairs, ensure its financial viability and ensure that proper financial records and procedures are maintained.

As our Treasurer, you will:

• Oversee, approve and present budgets, accounts and financial statements
• Assure that the financial resources of the organisation meet its present and future needs
• Prepare and present financial reports to the Board
• Ensure that appropriate accounting procedures and controls are in place
• Have oversight of and give guidance to BDFA Accounting & Financial Administration Officer
• Attend board meetings
• Present financial overview at the AGM

Ideal Background:

Fully qualified chartered accountant/financial qualifications and experience. Some experience of charity finance and fundraising.

We welcome suitably qualified applicants who share our commitment to inclusion, integrity, and advocacy, and who are willing to contribute their time, skills, and experience to drive meaningful change.

Trustees meet regularly (virtually and occasionally in person) and contribute to board discussions, sub-committees, and strategic projects, including attending our in person meeting once a year.

This is a voluntary role, but the personal and social impact is immeasurable.

About us

Batten disease is a very rare genetic disorder that affects the brain and nervous system. Symptoms sometimes begin in infancy and sometimes later in childhood, after apparently normal early development. Occasionally it may start in adulthood. In individuals suffering from Batten disease, nervous system function steadily declines, causing a wide variety of neurologic problems, including loss of vision and seizures. The life expectancy of a child born with Batten disease can vary, depending on the form of the disease and the age of onset. Some children die in early childhood, while others may be able to live into their teens or twenties.

The BDFA was registered as a charity in 2001 and our mission is “to enable children and adults who are affected by Batten disease to live life to the full and to provide families with the care and support they need so that they do not walk this path alone.” The BDFA offers informed guidance and support to families and the professionals who work with them, as well as actively raising awareness, and promoting research into the management of Batten disease to improve patient care pathways and ultimately find a cure.

Work Location: Remote

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.

Are you an experienced Board-level leader passionate about education, social mobility, STEM, and creating opportunities for young people?

The Engineering Development Trust (EDT) is seeking an exceptional Chair of Trustees to provide strategic leadership to its Board. This opportunity would suit an experienced Chair, Trustee, Non-Executive Director (NED), Board Member, CEO, Executive Director, Managing Director or senior leader with expertise in governance, strategy, financial stewardship and organisational leadership who is passionate about education, STEM and social impact.

 We’re looking for someone with senior leadership experience, strong understanding of charity governance and finance, and the ability to support and challenge at Board level.

About EDT

EDT is a UK-wide education charity delivering over 50,000 learning experiences each year through the Industrial Cadets Awards. We bring together employers, educators and young people aged 9–21, helping them explore STEM pathways and access rewarding future careers. EDT plays a critical role in tackling skills gaps, improving social mobility and increasing diversity across STEM industries.

About the Role

This is a high-impact trustee leadership opportunity for someone who wants to shape the future of a national charity. As Chair, you will provide strategic leadership to the Board, ensuring strong governance, financial oversight and organisational effectiveness.

You will work closely with the Chief Executive, acting as a trusted sounding board while maintaining accountability for delivering EDT’s mission and strategy. You will also act as an ambassador, representing EDT to partners, funders and stakeholders.

Key Responsibilities

• Provide strategic leadership and direction to the Board of Trustees
• Ensure effective charity governance and compliance
• Oversee financial health and sustainability
• Support and challenge the Chief Executive
• Lead Board development and performance
• Act as an external ambassador for EDT

About You

We are seeking a collaborative, strategic and values-driven leader with experience operating at Board, Trustee, Non-Executive Director (NED), Chair, Chief Executive Officer (CEO), Executive Director, Managing Director or senior leadership level.

You will bring:

• Significant senior leadership, executive, trustee or non-executive experience
• Strong understanding of charity governance, corporate governance, risk management, financial oversight and organisational strategy
• Experience working with Boards, Trustees, Committees or governing bodies
• The ability to provide both support and constructive challenge to senior executives and leadership teams
• Excellent stakeholder engagement, influencing, partnership-building and ambassadorial skills
• A commitment to equality, diversity and inclusion, social mobility and creating opportunities for young people
• Strong judgement, integrity and a passion for delivering social impact

Experience gained within the charity, not-for-profit, third sector, education, STEM, skills development, employability, workforce development, youth development, public sector or social enterprise sectors would be particularly valuable, although candidates from the commercial sector with relevant governance experience are equally encouraged to apply.

Commitment

• Approx. 4 Board meetings per year plus committee involvement
• Regular engagement with the Chief Executive
• Attendance at key events and stakeholder meetings

This is a voluntary role with reasonable expenses reimbursed.

Why join EDT?

This is a unique opportunity to make a meaningful difference in the lives of young people across the UK, while helping to address critical skills shortages in STEM. You will join a committed Board and executive team and play a central role in shaping EDT’s future at a time of both challenge and opportunity for the sector.

We welcome applications from experienced trustees, board members, non-executive directors, charity leaders, public sector leaders, education leaders and senior executives who share our commitment to improving outcomes for young people and strengthening the future STEM workforce. We actively welcome applications from candidates of all backgrounds and are committed to building a diverse and inclusive Board.

ClientEarth is looking to add two to three new Trustees to our UK Board of Trustees.

Our Board of Trustees brings together experts from the private sector, B-Corps, non-profits and foundations, law, and the arts to guide and champion the ambition of ClientEarth in the wider environmental movement. They are driven by the urgency of the climate crisis and the relentless destruction of nature, and united in their belief in the law’s essential role in defending people and planet.

We are specifically seeking candidates with significant experience living and working in the EU or Asia-Pacific, given our depth of work in the former and rapid growth in the latter. We are also looking for candidates with the skills and willingness to take up roles on our Finance, Audit, & Investment Committee or our Governance & Risk Committee.

We are seeking outstanding people with diverse insights and experiences to help support this unique organisation in its next chapter. Will you join us?

An online Question and Answer session is scheduled for 10:30 BST / 11:30 CEST, Wednesday 5th August. Click through to the advert on our careers site to find the registration link.

Main duties

The ClientEarth UK Board of Trustees is responsible for agreeing ClientEarth’s overall programmatic and financial strategy; approving the annual budget; and ensuring sound governance, administration, and financial management.

Trustees also have oversight of arrangements for the appointment, supervision, support, appraisal, and remuneration of the Chief Executive Officer and the rest of the Executive Team. Day-to-day management of ClientEarth is delegated to the Chief Executive Officer, who onward delegates certain functions to the Executive Team, as well as members of the Global Leadership Group.

See our Trustee recruitment brochure, below, for further details.

Key requirements

• Knowledge of or a strong interest in conservation, biodiversity, climate change, and/or social justice
• Strategic vision, sound and independent judgment, and an understanding of the opportunities and challenges of working in a global organisation
• Leadership experience, preferably in finance, business, strategic communications, tech, law, or other relevant sectors
• Significant, relevant experience working in the EU or Asia-Pacific

See our Trustee recruitment brochure, below, for a detailed requirements list.

Further Information

UK Trustees serve a three-year term, and will be eligible for re-appointment for one additional term. In exceptional cases, or where necessary to fill a needed skill gap, a Trustee may be offered a third term.

We estimate that Trustees commit on average 8-10 days a year, not including travel.

There is no financial remuneration for Trustees, although Board-related travel expenses may be claimed.

Recruitment timeline

Please read the "Our Hiring Process" section at the bottom of our advert on our careers site for a full overview of our recruitment process. Please note we operate a two-stage application process as detailed below.

• Advertising period: July 13th through to 23:59 BST Tuesday September 15th 2026
• Additional questions submitted by: 18th September 2026
• First round interviews: Early to mid October TBC
• Second round interviews: Late October TBC
• Appointments confirmed by: Early December 2026

ClientEarth values diversity and inclusion and the benefits this brings. We aim to appoint the most suitable candidate at all times and welcome applications from people from all different backgrounds. See our equity, diversity and inclusion journey page for more.

ClientEarth is not a law firm and does not provide legal advice or legal services to third parties.

As Treasurer, you'll be the guardian of our wonderful theatre's finances. It'll be your job to keep the committee updated on the theatre's financial affairs. You'll have a full understanding of the Bookkeeper's role, and oversee their work - or, if you wish, you may volunteer for that role too (details available on request). As Treasurer, you'll prepare an annual budget for the theatre, then manage and track progress, producing quarterly reports on actual income and expenditure vs budget. You'll then produce annual accounts for presentation to the independent examiner, and the wider membership at the AGM. The role requires around 25 hours per month of your time, plus an additional commitment at year end. You'll join the board of trustees, which entails a DBS check, and you'll attend monthly committee meetings, in which you'll have the opportunity to contribute to the general running of the theatre.

Training

Over the course of several months, you'll receive a comprehensive handover from the existing Treasurer. At first, you'll shadow them to gain a full understanding of what's required, then they'll shadow you, offering as much support as you need until you're ready to take the reins.

Skills

You'll have a love of numbers (and spreadsheets!), a forensic attention to detail, and great organisational skills. You'll be good at presenting data to people who aren't as mathsy as you, and keen to join a team of friendly, passionate volunteers. This role will be a great fit for a trainee accountant looking for experience, a retiree with bookkeeping or accounting skills, or a self-proclaimed maths geek with time to spare, and a desire to be part of a wonderful community of people.

About Us

The Beacon Project is a community-focused programme providing confidential advice, connection, and learning opportunities for residents in the World’s End area. Through weekly coffee mornings, group sessions, and a befriending service that matches individuals with friendly Connectors for regular meet-ups, Beacon helps reduce isolation and build meaningful local relationships. We also offer free, practical support on issues such as benefits and housing, helping people understand their options and access the advice they need. The programme is delivered as a partnership between Family Friends and Nucleus Legal Advice Centre.

About the Role

As a Legal Advice Volunteer, you will be the first point of contact for many of our clients, providing a welcoming and professional service while supporting our advice team. You will play an important role in helping people access the advice and support they need, while gaining valuable experience in legal advice and community engagement.

This is an excellent opportunity for someone interested in legal advice, social justice, policy, or community development who wants to gain practical experience while making a meaningful difference.

Key Responsibilities

• Carry out initial triage to assess advice needs and, where appropriate, signpost clients to relevant services.

• Analyse information from advice cases to identify recurring issues and patterns affecting residents.

• Assist clients in completing income and expenditure forms and budgeting plans.

• Help gather evidence from client experiences to support service improvement and advocacy.

• Support projects and campaigns focused on digital inclusion, accessibility, and reducing barriers to online services

• Support the delivery of drop-in advice sessions.

• Complete benefit checks and applications.

• Work collaboratively with staff, volunteers, and community partners to achieve shared objectives.

Equality, Diversity and Inclusion

The Beacon Project is committed to Equality, Diversity and Inclusion. We are committed to creating an inclusive environment where everyone is treated with dignity, respect and fairness. We welcome applications from people of all backgrounds, identities and experiences. We are committed to making reasonable adjustments throughout the recruitment process and during volunteering to ensure everyone has the opportunity to contribute and thrive.

We believe that a diverse team helps us better serve the residents of World's End Estate and strengthens our work within the community.

Expenses

We want volunteering with us to be accessible to everyone. Reasonable travel and food expenses will be reimbursed. Further information on claiming expenses will be provided during the interview stage.

NEW TRUSTEES AND TREASURER WANTED FOR AGE UK MERTON BOARD

Age UK Merton is an independent charity operating within the national Age UK network. We provide services for older adults in the London Borough of Merton in south-west London. Our role is to ensure that older adults can easily access the support, services and care they need and to help older adults to live active and fulfilling lives. Our comprehensive services are specifically designed to support older people and reach around 3,000 Merton residents a year.

Age UK Merton has a strong and diverse Board comprising a group of Trustees from a wide variety of backgrounds. We are looking to recruit at least one new Trustee and a new Treasurer to join the Board at the AGM in November 2026, when our current Treasurer is due to step down.

Person specification – Trustee

Essential

· Commitment to Age UK Merton and our values

· Willingness and ability to devote the necessary time and effort to the role

· Strategic vision

· Experience of operating at Board or senior level professionally

· Good independent judgment

· Good interpersonal skills

· Ability to think creatively

· Understanding of the legal duties, responsibilities and liabilities of Trusteeship

· Ability to work effectively as a member of a team

· Ability to use and access IT, including Microsoft Office, Microsoft Teams and SharePoint

Desirable

· Experience of the adult social care or health sectors

· Experience of being a charity Trustee

· Understanding of Merton as a place

We are particularly looking for a new Trustee with experience of NHS primary care (either as a GP or as a practice manager) or with experience of NHS commissioning.

Person specification – Treasurer

In addition to the Trustee person specification, there are a number of specific requirements for the Treasurer role.

· Financial qualifications and experience. 

· A strong understanding of analysing management accounts and forecasting cash flow.

· A strong understanding of creating and monitoring budgets.

· Some experience of charity finance, fundraising and pension schemes. 

· The skills to analyse proposals and understand their financial consequences. 

· A willingness to be available to staff for advice and enquiries on an ad hoc basis.

Role description – Trustee

Trustees have a number of core duties, including ensuring the organisation complies with its governing document, charity law, company law, and relevant legislation; ensuring it pursues its objectives as defined in its governing document; actively contributing to Board discussions and giving strategic direction to the organisation; ensuring the financial stability of the organisation; and ensuring the effective and efficient administration of the organisation.

In addition, Trustees should use any specific skills, knowledge or experience they have to help the Board to reach sound decisions, including by scrutinising Board papers, leading discussions, focusing on key issues and working on sub-committees and working groups.

Role description – Treasurer

The role of the Treasurer is to maintain an overview of Age UK Merton’s finances, ensuring financial viability and that proper financial record-keeping and procedures are maintained.

In addition to the duties of a Trustee, the duties of the Treasurer are: 

· Chairing the Finance Committee and reporting to the Board.

· Ensuring the financial resources of Age UK Merton meet its present and future needs. 

· Ensuring that Age UK Merton has appropriate reserves and investment policies. 

· Undertaking spot checks on payroll and online payments. 

· Ensuring that appropriate accounting procedures and controls are in place. 

· Advising on the financial implications of Age UK Merton’s strategic plans. 

· Ensuring that there is no conflict between any investment held and the aims and objects of Age UK Merton. 

· Monitoring Age UK Merton’s investment activity and ensuring its consistency with Age UK Merton’s policies and legal responsibilities. 

· Ensuring that accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, e.g. the charity commission and/or the registrar of companies. 

· Ensuring that accounts are scrutinised through the annual audit and any recommendations are implemented. 

· Keeping the Board informed about its financial duties and responsibilities. 

· Making a formal presentation of the accounts at the AGM and drawing attention to important points in a coherent and easily understandable way. 

Commitment required

Trustees have a significant responsibility within the organisation, so it is important that you can commit time to read and consider papers and reports, attend meetings and contribute to discussions and decision-making.

Trustees meet a minimum of six times a year, which usually includes four Board meetings, the AGM and an away day. Board meetings are held in the evening, with the AGM held in the afternoon and the away day held during a working day. We alternate between in-person and remote meetings. We also have sub-committees which meet several times a year, also in the evenings.

Trustees are expected to devote the necessary time to ensure they are fully prepared to actively participate in all meetings.

In addition to the above, the Treasurer would have a regular catch-up meeting with the Head of Finance.

To find out more and to apply

If you are interested in applying for either role, please apply with a CV (maximum 2-sides of A4) and cover letter (maximum 1-side of A4) for the attention of our Chair, Tobin Byers. If you would like to have an informal discussion about either of the roles with our Chair or Treasurer, please contact Tobin who would be pleased to facilitate this. There is no deadline, but interviews will be held on a rolling basis until a successful candidate is appointed.