Finance volunteer roles
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WELCOME
The Army Cadet Charitable Trust UK (ACCT UK) is a 96-year-old national youth charity dedicated to improving the life chances of young people and is the official charity supporting the national youth movement known as the Army Cadet Force (ACF). We help disadvantaged young people access the opportunities and benefits available in the Army Cadet programme and, through doing so, enable them to develop and achieve their own potential. We provide grants both to individual cadets and cadet counties so that they can train, go on camps, and learn valuable new skills that will benefit them well into their adult lives. We also support the adult volunteers who deliver the training and whose support is vital to the work of the Army Cadets.
We warmly welcome applicants from all sections of the community regardless of their age, religion, gender identity or expression, race, disability or sexual orientation, and are committed to promoting diversity, and equality of opportunity. It is important for us to be representative of the community we serve, and this starts with the diversity of our board members. We ensure that all of our trustees are valued equally and able to contribute on an equal footing, regardless of their background or identity.
ABOUT THE ROLE
The Finance specialist trustee will be an important member of ACCT UK’s Board. You would be part of our team of trustees overseeing the strategic direction of ACCT UK to ensure that it achieves its charitable objects with the particular role of monitoring its financial management. Our charity is financially secure and stable, nevertheless we are looking for an additional trustee with finance experience to work in partnership with the charity’s Treasurer (Chair of the Finance and General Purposes Committee) in monitoring the work of the Charity’s finance team, thus providing fellow board trustees with financial insight and reassurance. We would say it, wouldn’t we (!), but we think you would really enjoy being a trustee and also find it hugely satisfying and rewarding. A fuller description of the role is at Annex A.
THE IDEAL CANDIDATE
We are seeking a volunteer with a strong professional track record in finance or accountancy, who can provide senior level oversight on our Finance and General Purposes Committee. You will have an understanding of best practice in financial
reporting, controls and governance. A background in charity finance is not essential but would be advantageous. We are seeking a Trustee with sound judgement, the highest professional standards and integrity and strong communication skills who would enjoy contributing to the overall governance of the charity. This role would suit someone with a finance background looking for their first trustee position or who has been a Treasurer for a smaller charity and is not looking for a larger Treasurer role at this time.
TENURE
Once elected as a trustee, you will be asked to serve for a three-year term, following which by mutual agreement you could be elected for a further three-year term.
On election you will have a probationary period of 3 to 4 months depending on your joining date and dates of board meetings and committee group meetings. In the probationary period you should attend one board meeting and at least two committee meetings as a trustee. This will give you an insight into the work done by trustees and the commitment required to be a trustee and will allow both the board and you to assess whether this role is suitable for you. You will have full trustee voting rights during the probationary period.
Army Cadet Charitable Trust (ACCT) UK aims to give all young people the opportunity to develop and achieve through Army Cadets activities.



The client requests no contact from agencies or media sales.
THE IDEAL CANDIDATE
We are seeking a volunteer with a strong professional track record in finance or accountancy, who can provide senior level oversight on our Finance and Compliance Committee. You will have an understanding of best practice in financial reporting, controls and governance. A background in charity finance is not essential but would be advantageous. We are seeking a Trustee with sound judgement, the highest professional standards and integrity and strong communication skills who would enjoy contributing to the overall governance of the charity. This role would suit someone with a finance background looking for their first trustee position or who has been a Treasurer for a smaller charity and is not looking for a larger Treasurer role at this time.
THE RECRUITMENT PROCESS
Please see the How to Apply section further below to apply for this role.
We will have an informal selection panel to consider volunteer applications and if you are selected you will be one of the people who will lead the CCFA and decide how it is run.
Working with our other trustees, your skills and experience will be key to the success and development of the CCFA. The successful candidate will benefit from being part of a dynamic and successful trustee body of a charity which demonstrates great social value to young people and to society, and to those adult volunteers who train and develop the cadets, inspiring them to achieve their full potential.
As you will become a charity trustee and company director, and as we work with young people, there are a number of eligibility criteria which we will cover with you. Please ask us if you have any questions around your eligibility for this role.
You can find out more about what we look for in a Trustee in Annex B.
TENURE
Once elected as a trustee, you will be asked to serve for a three-year term, following which by mutual agreement you could be elected for a further three-year term.
On election you will have a probationary period of 3 to 4 months depending on your joining date and dates of board meetings and committee group meetings. In the probationary period you should attend one board meeting and at least two committee meetings as a trustee. This will give you an insight into the work done by trustees and the commitment required to be a trustee and will allow both the board and you to assess whether this role is suitable for you. You will have full trustee voting rights during the probationary period.
Army Cadet Charitable Trust (ACCT) UK aims to give all young people the opportunity to develop and achieve through Army Cadets activities.



The client requests no contact from agencies or media sales.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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 Finance 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 be responsible for the financial management of the charitable company to ensure we successfully deliver our contractual commitments and thus influence the future of our funding, (we have a contract which runs until March 2028). You will play an important role as a member of the Board of Directors, ensuring they are guided by your financial expertise. This will involve preparing budgets; paying salaries and finances owing to HMRC and invoicing the NHS. 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 financial skills in budget preparation and management
- 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 financial experience.
- Preferably a qualification with CIMA, ACA or ACCA (or working towards)
- A UK driving licence and the ability to travel
- A clean Disclosure & Barring Services check will be undertaken
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Role Summary
If you have a senior financial background and a passion for global justice and disability inclusion, we’d love to hear from you. The role will serve on both our Board and our Finance and Audit Committee. Experience working with UK charities, either in finance, governance or audit, is desirable, but not essential. The role would suit an experienced Trustee, or someone considering their first Trustee role. This role will oversee the charity’s financial performance and position, financial governance, and investment management.
Please note that we will review applications as they are received, so early applications
are encouraged.
About Us
For over 115 years, CBM has been transforming lives around the world. We work with local partners, making sure people with disabilities in some of the world’s poorest communities have access to healthcare, education and a future where they can thrive. As an organisation based on Christian values, we welcome staff of all faiths and none in our work to build an inclusive world in which all people with disabilities enjoy their human rights and achieve their full potential.
Please download the Recruitment Pack for full details and how to apply.
The client requests no contact from agencies or media sales.
We keep local history alive by managing a community centre that houses an internationally important quilt collection. Through exhibitions, workshops, talks and outreach, we promote patchwork, quilting and care for our collection of antique and heritage quilts.
Each year we welcome thousands of visitors through our doors, to explore and learn about our collection and be inspired! The Trustee Treasurer plays a key role in supporting the effective financial governance and sustainability of The Quilt Association. Working closely with the Chair, Secretary, fellow trustees, and any staff responsible for day-to-day finance administration, the Treasurer helps ensure that the organisation manages its finances responsibly, complies with legal and regulatory requirements, and maintains sound financial oversight.
This role is central to helping the Board make informed decisions, safeguard the charity’s resources, and ensure the long-term financial health of the organisation.
Position: Trustee Treasurer
Responsible to: Chair of Trustees
Location: We are based in Llanidloes, Mid Wales, but you don't have to be. We are open to remote and hybrid volunteering, however we do ask that you be within a reasonable distance to attend our key dates and exhibitions.
Hours: Approx 6 hours per month to include the Trustee Board meeting, any preparation work and subgroups.
Expenses: This role is voluntary, reasonable expenses will be reimbursed in accordance with our Expenses policy.
Key responsibilities
As a trustee, you will contribute to the overall development and oversight of organisational strategy. You will be responsible for ensuring the organisation operates in line with its charitable objectives and governing documents, including risk management and compliance with relevant regulations. You'll safeguard the long-term sustainability of the organisation, including financial stability and act as an ambassador for the organisation. As a trustee, you'll also have the opportunity to be involved in the care, conservation, and accessibility of the quilt collection.
As Treasurer, you will:
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Support the Board in overseeing the financial affairs of the organisation and ensuring that effective financial controls and procedures are in place
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Help ensure that QA operates in line with its governing documents, charity law, company law, and financial regulations
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Work with the Chair, Secretary, and any relevant staff to prepare and present clear financial information to the Board
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Monitor income, expenditure, cash flow, and reserves, helping trustees understand the organisation’s financial position
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Support the preparation and approval of annual budgets and financial forecasts
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Ensure that appropriate accounting records are maintained and that financial reporting is accurate and timely
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Support the preparation and submission of annual accounts, returns, and reports to Companies House and the Charity Commission
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Liaise with independent examiners or auditors where required
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Ensure that appropriate financial policies, controls, and risk management processes are in place
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Contribute to strategic planning and decision-making, particularly in relation to financial sustainability and fundraising opportunities
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Act as a point of contact for trustees regarding financial governance and procedures
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Support trustee induction by ensuring new trustees understand the organisation’s financial responsibilities and position
Person Specification
We are looking for individuals who are committed to the aims of The Quilt Association and who can contribute to the effective governance and financial sustainability of the organisation.
Essential Qualities and Experience
We are looking for people with a willingness to devote the necessary time and effort.
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Confidence working with financial information and budgets
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Ability to think strategically and make sound judgements
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Good communication and interpersonal skills
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Ability to work collaboratively as part of a board
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A clear understanding of, or willingness to learn about, trustee responsibilities
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An organised and methodical approach to financial oversight and record keeping
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Integrity, accountability, and attention to detail
Desirable Experience
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Experience in finance, bookkeeping, accounting, budgeting, or financial management
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Experience of charity finance, governance, or compliance requirements
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Understanding of financial reporting requirements for charities and companies limited by guarantee
Previous trustee experience is not essential—we will provide induction and support.
Due to the nature of this role, appointment will be subject to a Standard DBS
We promote and educate people on patchwork and quilting through caring for and exhibiting our antique and heritage quilt collection.
The client requests no contact from agencies or media sales.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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.
The client requests no contact from agencies or media sales.
Build on Belief (BoB) is looking for a new Finance Trustee/ Treasurer – Voluntary
Use your financial skills to change lives Build on Belief is a growing, ambitious charity helping people affected by drug and alcohol problems find peer support, rebuild their lives and strengthen their communities.
We’re looking for a Finance Trustee (Treasurer) to play a vital role in our next stage of growth. As Treasurer, you’ll be a key voice on our Board, helping shape strategy and ensure strong, transparent financial governance. Working closely with the Chair, CEO and fellow trustees, you’ll oversee budgets, financial reporting and risk, and support long term planning — helping us balance ambition with sustainability.
We’re keen to hear from finance professionals with experience in financial oversight or strategic planning. Charity experience is welcome but not essential; what matters most is good judgement, clarity of thought and a commitment to social impact.
This voluntary role involves bi-monthly Board meetings and offers a rewarding opportunity to make a real difference with your expertise.
Interested? Get in touch and help build belief, recovery and change.
Build on Belief supports people who are struggling with, or are in recovery from their substance use; namely drugs and alcohol.


The client requests no contact from agencies or media sales.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Are you looking to gain finance experience while making a meaningful impact in the community? Join Hidayah as a finance assistant in this volunteer-based role under the guidance of the treasurer.
Hidayah is a volunteer-led organisation supporting LGBTQI+ Muslims through community support, advocacy, education, and wellbeing initiatives. The finance assistant supports the financial operations of the organisation by helping maintain accurate financial records, assisting with reporting and budgeting, and supporting the treasurer with day-to-day finance administration.
This role is flexible and requires a minimum of 2 hours per week, with occasional additional time required during busy periods or year-end processes.
Key Responsibilities
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Support the Treasurer with financial administration and record-keeping.
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Input and maintain financial data using Google Sheets and Sage.
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Organise invoices, receipts, bank statements, and financial documentation.
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Assist with bank reconciliations and volunteer expense claims.
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Help prepare monthly financial updates and reports for the board.
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Support budgeting, audits, year-end preparation, and strategy reporting.
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Maintain confidentiality and handle financial information responsibly.
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Attend monthly meetings and provide support where required.
Person Specification
Essential Skills & Experience
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Basic understanding of finance, bookkeeping, or accounting principles.
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Good IT skills, particularly using spreadsheets.
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Strong attention to detail and accuracy.
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Ability to work independently and collaboratively.
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Good organisational and communication skills.
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Experience using accounting software such as Sage (desirable).
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Commitment to the mission and values of Hidayah.
Commitment Expected
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Attend periodic online 121s with the treasurer.
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Be available for occasional catch-up meetings with the treasurer and chair.
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Respond to emails and finance-related tasks promptly.
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Support accurate financial record-keeping and reporting.
Benefits of the Role
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Opportunity to make a meaningful impact within LGBTQ+ Muslim communities.
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Gain practical experience in charity finance and governance.
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Build confidence and strengthen your CV.
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Opportunity to work with a supportive and passionate volunteer team.
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Networking, training and professional development opportunities.
Our mission is to provide support and welfare for LGBTQI+ Muslims
The client requests no contact from agencies or media sales.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Our partner works globally to support local communities to safely document human rights abuses. Through its network and tools, the organisation enables citizen journalists to gather and share evidence that can drive accountability and change.
The Treasurer will sit on the Board as a Trustee and play a key role in overseeing the financial health of the organisation. Working closely with the Chair, CEO, Operations Director and finance lead, the Treasurer will support strong financial governance, provide strategic oversight, and help guide decision-making through clear financial insight. The role also involves chairing the Finance Committee, reviewing budgets and management accounts, advising on financial risks, and overseeing the audit process.
The ideal candidate will be a qualified accountant or an experienced finance professional, with a good understanding of charity finance and governance. You will be comfortable operating at board level, able to provide constructive challenge, and confident explaining financial matters to non-financial stakeholders. A collaborative approach, sound judgement, and a genuine interest in the organisation’s mission are key.
This is a rewarding trustee opportunity with an estimated time commitment of around 5 to 6 hours per quarter, alongside some ad hoc support as needed, offering flexibility around when that time is given.
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For more Trustee and Treasurer roles please visit the AfID website.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Neuroverse Community CIC supports disabled and neurodivergent young people aged 12–16 who are unable to access school. We deliver LAMDA drama, Science and neuro-affirming education in Nailsworth and Stroud, Gloucestershire — as a registered LAMDA Private Examination Centre.
Our disabled and neurodivergent Founder is an ex-Charity Director, multi-award-winning education professional, former SENDCO and LAMDA Grade 8 holder. She has personally founded, run and delivered Neuroverse for 2 years, entirely voluntarily.
Shortlisted: Scope Awards 2026 Purple Pioneer Award.
Our Founder has dyscalculia and needs a strategic finance partner to:
• Oversee financial health and 3-year forecasts
• Advise on Blended Finance: Grants and Social Investment
• Support grant applications and funding strategy
• Termly meetings — low time commitment, real impact
Chartered Accountant or Finance Professional.
Neurodivergent and disabled professionals especially welcome.
Allies who genuinely believe in Nothing About Us, Without Us are warmly invited.
Reasonable adjustments always available.
Neuroverse Community CIC supports disabled and neurodivergent young people aged 12–16 who are unable to access school.
The client requests no contact from agencies or media sales.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Across the UK, our 65 local branches work with disabled people to help them live the lives they choose. Our network of skilled volunteers respond to thousands of requests each year to design and make customised equipment free of charge.
As our local branch Finance/Treasurer volunteer, you’ll make sure your branch gets the most for its money.
You’ll maintain income and expenditure records to document and report on branch finances. You’ll manage their accounts and make financial information easy to understand.
What the role involves
This is a varied role that each branch tends to do a bit differently, but it will involve:
• Accurately maintaining income and expenditure records to document and report on branch finances
• Offering objectivity around the spending of money and ensuring money is spent in a cost-effective manner
• Approving income and expenditure with the other branch bank account signatories
• Ensuring that our financial requirements and policies relating to group finances are followed
We can support you to develop the skills you need for this role, and there’s an induction that covers all the areas above. You’ll also have chance to discuss your role and any additional needs with us.
What you’ll need for this role
• Confident using Microsoft Office, the internet and email
• Experience in bookkeeping, budgeting, and planning income and expenditure
• Able to apply disability, equality, and inclusion practices
• Able to keep people’s personal data safe
• A commitment to our aims and values
You’ll also need to complete the induction checklist and some online training.
Where will I volunteer?
The Finance Volunteer role is largely home based, but it varies from branch to branch – some branches hold in-person meetings once a month or so, and their Finance Volunteers tend to be based in the area the branch covers.
Your local branch will be able to provide more information.
Time commitment
This also varies, but it’s generally around 1-2 hours a week.
Why volunteer
When you volunteer with us, you join a community of committed people with a passion for helping to improve the lives of others. We’re a volunteer led organisation and we couldn’t do what we do without your hard work, skills and commitment.
N.B. We’ll reimburse any out-of-pocket expenses during your time
REMAP exists to improve the quality of life for people who experience short or long-term disability through infirmity, illness or ageing.
The client requests no contact from agencies or media sales.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Our partner is an environmental charity focused on protecting and restoring forests and supporting the communities that depend on them, with a particular emphasis on East Africa.
The Treasurer will join the Board of Trustees and provide oversight of financial management and governance. Working closely with the CEO and Finance Manager, the role includes monitoring financial performance, ensuring appropriate controls are in place, supporting budgeting and reporting, and helping trustees interpret financial information. You will also play a key role in overseeing financial processes linked to international operations.
The ideal candidate will bring strong financial expertise, with a recognised qualification and experience of organisational accounting. An understanding of charity finance is important, ideally with some exposure to international work. You will be comfortable operating at Board level and able to communicate financial information clearly to non-financial colleagues.
This role involves four Board meetings per year, alongside Finance Committee involvement and some ad hoc support, with an overall time commitment of around 10-12 days annually.
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For more Trustee and Treasurer roles please visit the AfID website.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Our partner is a UK environmental charity working to improve biodiversity, water quality and public engagement across a local river catchment, delivering a wide range of projects in partnership with public bodies and local communities.
The Treasurer will join the Board as a Trustee and chair the Finance Committee, providing oversight of financial performance and governance. Working closely with the Chief Executive and finance lead, the role includes reviewing budgets and financial reporting, supporting the development of financial policies, and ensuring appropriate controls and scrutiny are in place. The role also acts as a bridge between the Board and staff, offering both support and constructive challenge, while remaining strategic rather than operational.
The ideal candidate will bring financial experience, either through professional qualification or relevant senior-level roles, along with an understanding of charity finance and governance. You will be comfortable operating at Board level, able to communicate financial information clearly to non-financial colleagues, and confident contributing to strategic discussions.
This role involves around 8 meetings per year, including Board and Finance Committee meetings, with in-person meetings on the outskirts of Oxford and some flexibility for remote participation.
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For more Trustee and Treasurer roles please visit the AfID website.
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
For more than a century, the RAF Benevolent Fund has stood beside the RAF Family; through
war and peace, hardship and change. From the first day in uniform to the final years of life,
we have been a constant source of emotional, practical and financial support. Today, our work
reaches serving personnel, veterans, families and the bereaved in more than 30 countries.
We are seeking an individual to join our Finance, Audit and Investments Committee which
provides advice, guidance and support to our Board who has Investment management / portfolio
experience.
The successful candidate will:
- advise on matters relating to the Fund’s investment policy and strategy;
- assist the Committee in monitoring and advising on the performance of the Fund’s Investment Managers; and
- offer advice and guidance on investing funds on behalf of the Fund
The full role description can be found on our website. These roles are voluntary, however
reasonable out-of-pocket expenses are paid. We will provide the successful candidate with a bespoke
induction programme and relevant training / development.
Interested?
If you have the experience we are seeking and are as passionate about the RAF Family as we are, we
would love to hear from you.
Please send an up-to-date CV and covering email / letter outlining your background, skills,
experience and interest in the role to the email address noted on our website.
We welcome applications from anyone who has the experience we are seeking, irrespective of
background, community, industry or protected characteristics. If you require any reasonable
adjustments as part of your application process, please let us know. We operate safer selection
practices; this will involve the successful candidate being required to have a Disclosure and Barring
Service check.
Applications will be considered on a rolling basis, and this position will remain open until we have
found our ideal candidate. No agencies please.
Our vision is that everyone in our RAF Family – veterans, serving personnel and their families – gets support in their hour of need.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
About us
The London Foundation for Banking & Finance’s (LFBF) is a registered charity incorporated by Royal Charter. Our charitable purpose ‘is the advancement of knowledge of and education in financial services and to carry out research and publish the results for the benefit of the public.’
LFBF also recognises the highest level of professional competence by awarding chartered status to individuals who have demonstrated their commitment to continued education and professional excellence within Financial Services.
Our Story
The London Foundation for Banking & Finance (LFBF) started life back in March 1879, when a group of bank workers came together to establish leadership and professional practice principles for the industry. They created the first Institute of Bankers in England and Wales to offer educational resources to those in the sector.
Over the years, the organisation developed its own industry leading qualifications to create a gold standard of banking and financial education. It also established itself as a leading voice in the banking world, providing invaluable insights into all areas of the industry and promoting the highest standards of professional competency.
Today, we exist to support the advancement of knowledge and education in financial services. Previously, we were called The London Institute of Banking and Finance (LIBF), and we were renamed following the sale of our education and training activities in March 2023.
Today, our focus is on:
- Supporting our members and creating community: We support financial services professionals, nurturing diversity, innovation and professional excellence. We believe that working with the financial services industry is crucial for building financial capability.
- Sharing insights and best practice: We produce research and thought leadership in financial capability and through our think-tank, the Centre for the Study of Financial Innovation. We believe that change requires evidence and innovative thought.
- Building financial capability: We work directly and through sponsorship and partnerships to reach individuals across the UK, empowering them with the skills they need to become financially capable. We believe everyone should have an opportunity to be financially capable.
About the role
Our trustees play a vital role ensuring that The London Foundation for Banking & Finance (LFBF) achieves its charitable purpose. They oversee the overall strategic management and administration of the charity. They also ensure that LFBF has a clear strategy and that our work and goals are in line with our vision. Just as importantly, they support and challenge the executive team to enable LFBF to grow and thrive, and through this, achieve our mission.
Board members have a collective responsibility. This means that trustees always act as a group and not as individuals.
Role responsibilities
The primary responsibilities of the trustee are as follows:
- Support and provide advice on LFBF’s purpose, vision, goals and activities.
- Approve strategic objectives and policies and monitor and evaluate their implementation.
- Oversee LFBF’s financial plans and budgets and monitor and evaluate progress.
- Ensure the effective and efficient administration of the organisation.
- Ensure that key risks are being identified, monitored and controlled effectively.
- Review and approve LFBF’s financial statements.
- Provide support and challenge to LFBF’s CEO in the exercise of their delegated authority and affairs.
- Keep abreast of changes in LFBF’s operating environment.
- Contribute to regular reviews of LFBF’s own governance.
- Attend Board meetings, adequately prepared to contribute to discussions.
- Attend LFBF events as appropriate.
- Use independent judgment, acting legally and in good faith to promote and protect LFBF’s interests, to the exclusion of their own personal and/or any third party interests.
- Contribute to the broader promotion of LFBFs objects, aims and reputation by applying their skills, expertise, knowledge and contacts.
As a small charity, there will be times when the trustees will need to be actively involved beyond Board meetings. This may involve scrutinising board papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, presenting externally, or other issues in which the trustee has special expertise.
You will have
We are looking for people willing to bring enthusiasm and commitment to the role, and who will broaden the diversity of thinking on our board.
We are particularly interested in recruiting those with experience across these sectors or groups:
- financial education / financial sector
- membership
- education
- research
- communications
- working with younger people
- digital / artificial intelligence
- marketing
- fund raising
Due to a number of our current trustees reaching their term in the coming months, we are looking to recruit up to 4 new trustees. In the main we are looking for experienced trustees however one trustee role will be available for those with little or no previous governance experience as we will provide a full induction and training.
In particular we are looking for:
- Knowledge and experience across 1 or more areas of our remit e.g. financial capability, education, membership, research, communications or in the areas of digital / artificial intelligence, marketing or fund raising
- Willingness and ability to understand and accept their responsibilities as trustees and to act in the best interests of the organisation.
- Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member.
- Effective communication skills and willingness to participate actively in discussion.
- A strong personal commitment to equity, diversity and inclusion.
- Enthusiasm for our vision and mission.
- Willingness to lead according to our values.
- Integrity, probity and high ethical standards.
- Commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.
Further details including the anticipated time commitment for this role can be found within the Recruitment pack. To access the Recruitment pack, click on Quick Apply.
Thank you for your interest in this exciting new opportunity with LFBF. Here’s some information that you’ll find helpful in completing your application.
We are advertising across a number of platforms however you’ll need to apply via the advert on the Charity Job website, completing any questions asked and upload your CV and a covering letter supporting your application.
The closing date for applications is 11:30pm on Sunday 31 May 2026. We won’t be able to accept late applications.
The London Foundation for Banking & Finance, a charity incorporated by Royal Charter, dedicated to supporting knowledge and lifelong education.
The client requests no contact from agencies or media sales.


