Financial planning manager volunteer roles

We are seeking an inspiring and strategic individual to lead our Board of Trustees as Chair. This is an exciting opportunity to join an organisation committed to ensure the voices of long term prisoners are heard, and to enable them to realise their potential.

The Chair is responsible for leading the Board of Trustees, ensuring that it fulfils its responsibilities for the governance of the organisation. The Chair’s role is also to work in partnership with the CEO, helping them achieve the aims of the organisation and to optimise the relationship between the Board and staff. (See also the Charity Commission’s Essential Trustee Guidance)

Key responsibilities

Strategy, Governance, and Financial Management

• Lead the Board in providing strategic direction to the Hardman Trust.
• Ensure, with Trustees, that the organisation operates efficiently and effectively to fulfil its objectives in compliance with relevant charitable and company legislation.
• Maintain careful oversight of any risk to reputation and/or financial standing of the charity and ensure that the Board regularly monitors that systems are in place to take advantage of opportunities and manage and mitigate the risks.
• Ensure that the Board fulfils its duties to ensure sound financial health of the charity, with systems in place to ensure financial accountability.

Board Leadership

• Ensure a high performing and effective Board through review of Board structure, Trustees and Board performance.
• Enhance the overall contribution of the Board, through mentoring of other Board members and encouraging participation in training/coaching/development. 
• Review and ensure Trustees have the right skillsets, training and development to support effective governance of the organisation.
• Chair Board meetings inclusively, bringing impartiality and objectivity in the decision making process.

Support to Hardman Trust CEO

• Line manage The Hardman Trust CEO including annual performance reviews and regular check-ins.
• Maintain appropriate distance between the Board and the leadership team, but where necessary, provide support and guidance on operations. 
• Work with The Hardman Trust CEO to support them to achieve the aims of the charity.

General Chair responsibilities

• Where appropriate, represent the Hardman Trust at meetings and events and act as spokesperson.
• Lead the Board in fostering relationships with external partners and potential funders/donors.

Person Specification

We want our Board to look like the world we serve and to have different voices within it. We know that diverse groups of people make better decisions.  We are keen to hear from people who can bring perspectives or experiences often underrepresented in charity governance and how can help us progress our vision.  

Essential

• Commitment to the Hardman Trust’s aims and values.
• Prior experience as a charity trustee and solid understanding of good governance practices.
• Experience (voluntary or paid) within the criminal or social justice sector at leadership level.
• Experience of chairing meetings, committees or boards.
• Robust planning and organisational skills.
• Willingness to devote time to carry out responsibilities.
• Sound independent judgment and strategic vision; ability to think creatively and challenge constructively.
• A collegiate attitude and willingness to work with others.
• Honesty, integrity and commitment to act in the best interest of the charity at all times.

Desirable

• Previous experience as a Chair in the charity sector.
• Expertise of lived experience of the justice system.
• Experience of charity fundraising and/or grant making.
• Understanding of the needs of people serving long sentences and of the systemic issues within our justice system .
• Experience of building partnerships and networks.
• Experience of public speaking and willing to represent the Hardman Trust externally.

The role of a Treasurer is an unpaid, voting role sitting on the UK Board of Trustees and reporting to the Chair of Trustees. In line with our policy, all trustees initially start in a non-voting advisor role to ensure that both they and the board are happy to formalise the trusteeship before transitioning to a full voting trustee position.

The Treasurer will work with the UK Operations Manager and the UK board of trustees to share the responsibility for overseeing the financial health and sustainability of Sreepur Village and will liaise with the Overseas Director based in Sreepur Village.

Treasurer Role

· Oversee the financial affairs and ensure they are legal, constitutional and within accepted accounting practice 

· Review the appointment of new auditors and work to ensure financial reports are clear and timely 

· Hold monthly budget review meetings with the UK Operations Manager to oversee accounting and financial controls

· Ensure appropriate risk management is in place and is reviewed by the board on a regular basis

· Introduce new financial forecasting and reporting systems and ensure protocols and processes are appropriate

· Be main point of contact with the investment fund managers and oversee investment policy

Governance Role

• Contribute to the strategic planning process
• Be an ambassador for Sreepur Village representing the organisation and linking it to its stakeholders.
• Attend at least three meetings a year (virtual or in person) or as advised by the Chair of Trustees if the number of meetings changes.
• Attend or host fundraising events, where possible.
• Respond to emails and other correspondence within five working days or an agreed time frame

We are looking for dynamic, experienced and values aligned trustees to join our Global and Ghana Boards at this exciting stage of EduSpots’ development.

Background 

EduSpots is an innovative, dynamic, and community-orientated UK and Ghanaian registered charity which connects, trains, and equips grassroots voluntary educators (named ‘Catalysts’) to drive community-led change through education spaces named ‘Spots’. Our vision is of a world in which communities unite to create the futures they want to see, through education.

Since 2016, through collaborating with over 400 local voluntary community educators and actors – named ‘Catalysts’ – who take a central leadership role in the development of the network, we have supported 50 communities in creating and running community-led and owned education spaces named ‘Spots’’. Together, we are developing a model for a community-led education space with accompanying network engagement that could have global relevance. Read our model of change document here.

Our Ghana-based team creates collaborative learning opportunities through three leadership programmes for Catalysts which are increasingly facilitated by the EduSpots app: the Ignite, Catalyse and Inspire Mentoring Programmes. These enable the Catalysts to lead EduKidz (early years education), DigLit (digital literacy), EcoSTEM (STEM and environmental education) and Ignite Equity (gender equity) clubs for learners typically aged 3-16, alongside locally designed education projects, reaching over 10,000 learners of all ages annually. Read our 2023 Annual Report here and our recent independent evaluation here.

We are in an exciting period of our development, having more than doubled our income, programme breadth and reach in the last two years, with a recent independent evaluation by Expectation State offering further evidence in support of our model’s outcomes. We have been recently selected for two accelerator programmes, who are supporting us as we consider the scaling potential of our model. In the period, we are aiming to double our network reach, bringing an additional 50 Spots into the network.

We won the Tes International Award in 2018 and the Big Give Supporters’ Choice Award in 2022, and we were recently selected as a winner of the 2025 Their World Scale-Up Innovation Prize Winner. Our CEO/Founder was a 2021 Global Finalist in the UNESCO-backed $1 million Global Teacher Prize and is a 2025 UNESCO Youth for Peace Young Leader

We are excited by our future. 

About this voluntary role

Time: Approximately 4-8 hours per month

Location: Remote

Role type: Voluntary

Trustees are responsible for the overall governance and compliance of the charity with UK and Ghanaian law and Charity Commission guidance. Working alongside staff and advisory group members, they should maintain oversight of global strategy delivery, funding, finances and risk management. Most trustees also have a particular focus on one area of work, with a particular need for the following specialisms:

• Fundraising and partnerships (Ghana or global)

• Finance and operations (Ghana-based)

• Law and compliance (Ghana and Global)

• Communications, marketing, PR and advocacy (Ghana and Global)

• Leadership programmes and education (Ghana and Global)

• Monitoring, evaluation and learning (Ghana and Global)

• Organisational development and business planning in a scale-up context (Ghana and Global)

EduSpots seeks trustees and Directors who can understand and represent our work, including those who have experience living or working in Ghana, or who have links to wider West Africa.

Trustees are expected to join online board meetings four times a year, with an aim to make one of these an in-person meeting.

Trustees should be hands-on team players with a genuine passion for educational equity and community-driven models of development.

Main Duties and Responsibilities 

• Ensuring the board fulfils its duties and responsibilities for the effective governance of the Charity, including but not limited to operating within its charitable objectives, reviewing and responding to major risks and opportunities and ensuring strong systems are in place to ensure financial accountability.

• Taking ownership for one thematic area of work, and providing high level guidance and advice to the staff team on that topic.

• Attending quarterly Board meetings, reading documents in advance and actively participating in discussions.

• Actively promoting the organisation’s work through their networks and positively representing the organisation at all times.

• Supporting the CEO and key senior staff through informed questioning and oversight to ensure the organisation’s legal responsibilities and strategic objectives are achieved.

Desired Skills / Experience

Knowledge & Experience

• Experience of charity governance.

• Experience in leading the strategy of an organisation.

• Ability to support and inspire a fast-paced, ambitious team.

• Experience of working in an education-focused charity or business, ideally within an African context.

Personal Qualities & Skills

• A genuine passion for our educational model, and community-driven development.

• strong listener, with an ability to understand the context and model first, before offering input.

• A team player, aligned with our collaborative model of organisational development.

• Exceptional interpersonal skills, with the ability to create positive working relationships and motivate staff, volunteers, and a range of stakeholders at all levels in a cross-cultural environment.

• Ability to foster a culture of respect, honesty and commitment to our values and organisational aims.

Taunton Brewhouse is looking for trustees from all backgrounds.  Key is sharing our vision for a bold, brilliant cultural venue in Taunton, adding to our existing skills and expedrience and prepared to to play an active role in meeting the challenges ahead.

If you have experience in general management and/or in HR, marketing or fundraising do get in touch.   We also seek a lead trustee on finance - please see separate announcement.

As a trustee, you'll share responsibility for:

• agreeing strategy and goals for Taunton Brewhouse
• appointing and setting salaries for senior management
• giving oversight and support to management
• paying attention to financial management
• ensuring due diligence in all regulatory matters including safe-guarding
• ensuring a robust approach to management of risk.

You'll attend Board meeting although much work is carried out in projects or committees.  You'll be an ambassador for Taunton Brewhouse and support our wider endeavours through attending press and community events.

There are 5 formal meetings pa held in evenings at Taunton Brewhouse.  Other meetings are generally in the day and are organised around the diaries of those involved.  We also aim for an annual 'away-day' to enable trustees time to reflect, plan and develop the organisation and themselves.

Please note that exceptional expenses are paid by prior agreement.

We aim to be in touch quickly both those who make a full application and those who prefer an informal initial discussion. 

The D D McPhail Charitable Settlement CIO (DDMCS), charity number 1197598, is an active grant making
Charitable Incorporated Organisation. It has succeeded the D.D. McPhail Charitable Settlement, charity
number 267588, which was founded in 1973 and operational till 2023.

DDMCS aims to support 2 or 3 major multi-year grant projects each year, which are actively sought by the
Trustees to enable small / medium sized charities to make a significant or step change in their activities. The
original trust deed and now the CIO constitution specifies three key areas of preference in the UK around:

• Furtherance of medical research,
• Care of the disabled particularly disabled children, and
• Care of the aged and infirm

The Trustees have wide discretion to support other charitable activities in the UK. There is more detail in
the annual report available via the Charity Commission website and the charity’s own website that outlines
the activities of the charity. Within these broad areas the Trustees recently agreed, following a strategic
review, to focus for the next grant making cycle on charities supporting care for the physical and mental
wellbeing of children living in poverty.

Recent grant support has enabled a number of significant multi-year projects, including:

• British Dyslexia Association - supporting the creation of Local Outreach Hubs to increase access to dyslexia advice, assessment and early intervention within communities.

• Candlelighters - funding a Family Wellbeing Practitioner to improve emotional and practical support for families affected by childhood cancer.

• IPSEA - funding a SEND Policy Manager to strengthen national policy influencing for children and young people with special educational needs and disabilities.

• The Myton Hospices - supporting the development of the Volunteer Service, enhancing capacity and patient experience across hospice services.

Further information can be found in the recruitment pack (attached). 

We are seeking a Chair Designate to join our board, with a view to taking over as Chair in 2027. The Chair provides inclusive leadership to the Board of Trustees, ensuring effective governance and strategic direction for the charity. They act as an ambassador for the organisation, working closely with the Director and fellow Trustees to maximise impact for beneficiaries. DDMCS does not undertake any fundraising activity, as all grant making is supported through the charity’s long-established investment portfolio. As a result, there is no requirement for the Chair to have fundraising experience.

Key Responsibilities: 

Strategic Leadership
• Lead the Board in setting and reviewing the charity’s vision, mission, and strategic objectives.
• Ensure decisions align with charitable objectives and long-term sustainability.
• Promote diversity and inclusion within the Board and wider organisation.

Governance
• Ensure compliance with the charity’s governing document, Charity Commission guidance, and relevant
legislation.
• Maintain high standards of governance, risk management, and financial oversight.
• Facilitate annual Board and Trustee performance reviews

Board Management
• Chair Board meetings effectively, ensuring impartiality and open debate.
• Provide guidance and constructive challenge to trustees.
• Foster strong relationships among Trustees and between the Board and Executive Director.
• Drive Trustee recruitment and succession planning.

External Representation
• Act as an ambassador and spokesperson for the charity.
• Represent the organisation at external events and with grantees and key stakeholders
• Support advocacy through personal networks where appropriate.

Support to Director
• Maintain a clear distinction between governance and management roles.
• Ensure regular communication and a strong, collaborative working relationship.
• Provide guidance and support to the Director.

Person Specification:

Essential Skills and Experience
• Proven leadership experience at Board or senior executive level.
• Strong understanding of charity governance and the legal duties of Trustees.
• Strategic thinker with ability to balance long-term vision and short-term priorities.
• Financial literacy and ability to oversee budgets and risk management.
• Excellent communication, with ability to build consensus
• Experience in grant-making or philanthropic sector

Desirable
• Knowledge of charity law and regulatory frameworks.
• Established networks within relevant sectors (e.g., philanthropy, corporate, public).

Personal Attributes
• Commitment to the charity’s mission and values.
• Integrity, impartiality, and sound judgment.
• Ability to dedicate sufficient time and energy to the role.
• Collaborative and inclusive leadership style.
• Innovative thinker with ability to bring forward fresh ideas.

If, after reading the applicant pack, you feel you have the skills and experience we are looking for then please apply through CharityJobs, providing a CV and cover letter (2 pages max) detailing why you are interested in this role and your relevant experience. 

Shortlisted candidates will be invited for preliminary interviews in April (dates to be confirmed). Initial interviews will take place via Teams. 

The Trustees of DD McPhail Charitable Settlement CIO are committed to equality, diversity, and inclusion. We welcome applications from individuals of all backgrounds and experiences, particularly those underrepresented in leadership roles within the charity sector.

Please use the following contact details for any questions or queries you may have about the role or the charity:

info at ddmcphail dot org

Are you passionate about making a meaningful difference?
Join us as a Trustee and help shape the future of the British Dyslexia Association.

Our Trustees play a vital role in ensuring we stay true to our mission, deliver on our charitable objectives, and continue supporting everyone affected by dyslexia. As part of the Board, you’ll guide our strategy, support and challenge our Senior Management Team, and help the organisation grow and thrive.

This is an exciting opportunity to bring your skills, insight and energy to a cause that matters.

What you’ll do

As a Trustee, you will:

• Act in the best interests of the charity and uphold the highest standards of governance.
• Help set and oversee strategy, policy, financial plans and key risks.
• Support, advise and constructively challenge the CEO and Senior Management Team.
• Ensure our work aligns with our purpose, vision and values.
• Contribute your expertise, ideas and networks to strengthen our impact.
• Prepare for and attend Board and committee meetings, and take part in key governance activities.

What we’re looking for

We welcome applications from individuals with enthusiasm, integrity and a commitment to equity, diversity and inclusion.

We are especially interested in people with experience in:

• Fundraising / business development / income generation
• Communications and marketing
• Policy and public affairs

You’ll also bring:

• Strong strategic thinking and independent judgement
• Effective communication and collaboration skills
• A genuine passion for the BDA’s mission
• A willingness to lead in line with our values

What you’ll gain

 Becoming a BDA Trustee offers you the chance to:

• Make a real difference to the lives of people with dyslexia
• Develop your leadership and governance experience
• Connect with like‑minded professionals
• Experience genuine personal fulfilment by supporting a meaningful cause

This is a voluntary role, with reasonable expenses reimbursed.

Time commitment

Around 8–12 days per year, including:

• Quarterly Board meetings (mix of in‑person and online)
• Committee meetings
• Occasional away days, events and training
• Providing expert input on an as‑needed basis

We understand the need for flexibility and welcome applications from people with a range of commitments.

For more details, view the full role description.

Exeter City of Literature is currently seeking to appoint two trustees with skills in Finance and Business Development. We’re looking for culturally ambitious individuals with diverse lived experience who have a passion for increasing high-quality literary & storytelling activities in Exeter and Devon.

We have a new mission, vision, and aims that we want your help in executing as a Board member. This is an exciting opportunity for individuals looking to contribute to the cultural ecology in a UNESCO Creative City at a time of significant opportunity, both for Devon and for the Exeter UNESCO City of Literature office. We seek Trustees who can bring new perspectives and diverse lived experience to our team, and who share our vision for everyone to love stories and storytelling.

The specific areas of expertise we’re looking to fill are:

• Finance - able to read and understand management accounts; spot risks; support strategic financial planning; and understand reserves policies, restricted, and unrestricted funds.

• Business Development - particularly around IP, capital projects, real estate and development, and/or organisational growth.

In these new appointments, we are seeking candidates who will have:

• A strong understanding of, and commitment to, the values of Exeter City of Literature and UNESCO’s Sustainable Development Goals
• A passion for increasing readership and increasing highquality literary & storytelling activities in Exeter and Devon
• Strong networks within various sectors/communities in Exeter, Devon, and nationwide
• Clear, strategic thinking
• Rational and empathy-driven judgement
• An ability to communicate proactively and think creatively

We warmly welcome applications from those new to Board work as well as individuals with a proven track record in trustee roles.

Complete your application with your CV and a statement (either a cover letter of up to two pages, or a 3-5-minute video/audio file) explaining why you would like to become a Trustee, including what skills and expertise you would bring to Exeter UNESCO City of Literature, by Sunday 22nd March.

Interviews will take place online the week of 13th-17th April.

Trustee vacancies. Our trustees play a vital role in making sure that the charity achieves its core objects as set out in the governing documents.  They oversee the overall management, finances and administration of Dove Cottage and ensure that the charity is successfully implementing a clear strategy in line with our vision. Trustees are also there to support and constructively challenge the senior staff team (the Dove Cottage Manager and Income Generation and Marketing Manager).

The trustees of Dove Cottage have a responsibility to:

· Support and provide advice on Dove Cottage’s purpose, vision, goals and activities.

· Approve operational strategies and policies, and monitor and evaluate their implementation.

· Oversee Dove Cottage’s financial plans and budgets and monitor and evaluate progress.

· Provide leadership to the board and to ensure that trustees fulfil their duties and responsibilities for the proper governance of the charity.

· Support and, where appropriate, provide constructive challenge to the executive manager.

· Ensure that the board as a whole works well and in partnership with key staff.

· Ensure the effective administration of the charity.

· Ensure that key risks are being identified, monitored and controlled.

· Review and approve Dove Cottage’s financial statements.

· Provide support and challenge to senior staff, specifically the Dove Cottage Manager and the Income Generation and Marketing Manager in the exercise of their delegated authority and responsibilities.

· Keep abreast of changes in Dove Cottage’s operating environment.

· Contribute to regular reviews of Dove Cottage’s governance arrangements.

· Attend board meetings, well prepared to contribute to discussions.

· Exercise independent judgement, acting legally and in good faith to protect Dove Cottage’s interest, to the exclusion of your own/third-party interests.

· Ensure appropriate accountability to LOROS as sole member.

· Contribute to the promotion of Dove Cottage’s objects, aims and reputation through the application of your skills, expertise, knowledge and contacts.

Working hours/commitment

All trustees are required to:

· Attend at least four board meetings each year, although trustees may together decide to change the frequency of meetings.

· Attend the charity’s Annual General Meeting and any extraordinary general meetings should these be required.

Meetings will usually be held in person at the hospice in Stathern. There will be times when trustees need to be actively involved beyond board meetings.  This may involve visiting the hospice, tea room and shops, helping out at events, scrutinising papers, leading discussions, providing advice and guidance on new initiatives, responding to complaints and concerns, and getting involved in various matters about which they have a special expertise. 

This is an exciting time to join the Endometriosis UK trustee board, as the organisation expands and develops to achieve the changes that are needed to support those affected by the disease and to drive down diagnosis time. We are looking for a new Treasurer to build on this momentum to strengthen our organisation and bring about change for those with endometriosis. We have a skills-based board, with Trustees having one or more identified skills, with the overall membership of the Board providing the complete set of skills. 

Endometriosis UK is the largest UK charity for those with endometriosis. Endometriosis UK works to:

• Provide support to those with endometriosis and their families and friends

• Provide clear, objective information about the condition and its treatments

• Raise awareness amongst health professionals and the general public about the condition

• Support research into endometriosis.

This is an unpaid role. Reasonable pre-agreed travel expenses will be paid.

Time commitment:

• Five meetings a year, including preparation for meetings, reading papers etc; and attendance at an annual strategy day and AGM (held on the same days as Board meetings).

• Trustees have the opportunity to take part in Board sub-groups and project groups to develop aspects of the organisations’ work. Current sub-groups include the Finance Committee and Diversity & Inclusion Sub-Group. Trustees are also invited to attend Endometriosis UK events.

We are recruiting for one new treasurer to join the board. We are particularly looking for:

• Personal or professional experience of diversity and inclusion issues

• Marketing and digital marketing

• Communications and social media

• Campaigning and achieving change

• Experience of working in Primary Care

• Charity finance experience

• Currently living in Northern Ireland, Scotland or Wales

Personal experience of living with, or having a close family member with, endometriosis, is vital on our Board. Whilst we look favourably on applications from those in the endometriosis community, we already have Trustees with first hand lived experience and new trustees do not need to have endometriosis. 

We also particularly welcome applications from trustees from a range of backgrounds and experiences as part of our commitment to diversity.

The role will start at a Board meeting on 28th November 2026, when our current Treasurer reaches the end of their 6-year term of office. Prior to the roles starting, the incoming Treasurer will have the opportunity to observe a Board meeting in September, and induction will be planned in October.

An invitation to join us at Young Devon as our next…

Trustee (Job Ref 25-85)

Are you passionate about supporting young people in Devon?

Young Devon is here to change the odds in favour of the thousands of young people who ask for help each year with their homelessness, mental health and education.  We believe developing good quality relationships can be transformational in young people’s lives.

We are seeking committed and passionate people to support the leadership of a complex organisation.  An understanding of governance in a Charity or non-executive setting isn’t essential but will help.

You will be able to demonstrate good judgement combined with excellent strategic and communication skills.  As a creative thinker and being able to recognise a range of perspectives you will be able to support fellow Trustees to ensure the Charity is well governed and focused on meeting the needs of young people.

You can download the Candidate Information Pack from our website.

This is a voluntary position but one which we hope will be very rewarding.  We aim to appoint to an initial 3-year term with the possibility to extend to a second thereafter.  Reasonable and proper expenses will be reimbursed.  An enhanced DBS check is required for this position.

Closing date for applications: 12 noon on Tuesday 31st March 2026

Young Devon is a youth work charity (1057949) passionate about creating an inclusive workplace and embracing diversity. We are committed to Safeguarding children, young people and vulnerable groups and all applicants who will or could have unsupervised access to these groups will complete the required checks through the Disclosure and Barring Service

About Us

Cherry Trees is a charity. located in East Clandon (near Guildford, Surrey), providing home-from-home short breaks for children aged 0–19 with a range of complex disabilities, including learning, physical, and sensory impairments.

We are rated ‘outstanding’ by Ofsted and care for more than 100 children and young people in a safe, stimulating, and fun environment. At Cherry Trees, we see the child first and the disability second, valuing every child for who they are. We are a dedicated community, enabling children to spend time with friends and enjoy new experiences while their families have a much-needed break from care.

It’s an exciting time to join Cherry Trees. We have recently recruited a new Head of Fundraising and Communications who will be building the team as we invest in a programme of service growth in conjunction with a new 5-year strategy which will be publicised in 2026.

What difference will you make?

Cherry Trees offers a lifeline to vulnerable children and their families. As a Trustee, you will play a key role in helping us to grow and develop and to enable us to continue to provide support and a critical lifeline to even more vulnerable children and their families in great need. Alongside a team of 8 trustees you will play a key role in ensuring we have the maximum impact we can for our community.

Role Description

The treasurer is an officer of the trustee board and not a paid worker. The role of the treasurer is to ensure that all the finances and the supporting financial control systems are kept in order.

Key objectives of the role:

• To provide strategic advice to the Trustees on financial matters as regards the operation and development of Cherry Trees within the direction set by the Chairman of the Trustees.
• To oversee the financial affairs of the Charity and ensure that they are legal, constitutional and within accepted accounting practice.
• To ensure that proper records are kept and that effective financial procedures are in place.
• To monitor and report on the financial health of the Charity.
• To oversee the production of necessary financial reports, returns, accounts and audits.
• The role requires active participation in board meetings and collaboration with fellow trustees and the executive team to support Cherry Trees’ mission.
• The will be a minimum of 8 board and committee meetings to attend

Principal Tasks

The responsibilities of the treasurer are essential for maintaining the financial stability and integrity of the charity, ensuring that it can continue to fulfil its mission and objectives. Specifically, these include:

Financial oversight

• Ensure that all financial records are accurate, up to date and compliant with legal and accounting standards.
• Ensure that effective financial procedures and controls are in place.
• Appraise the financial viability of plans, proposals and feasibility studies.
• Chair the Management and Finance Committee (M&F) quarterly, monitor performance against budgets and ensure that Capital Expenditure is properly controlled in line with the latest Capex Policy approved by the Trustees.
• Attend half-yearly meetings of the Investment Committee at which the Charity’s investment brokers report on their management of the Cherry Trees investments and measure performance against their benchmark.
• Liaise with the investment brokers as necessary to ensure that adequate liquidity (cash flow) is available and that Cherry Trees is able to meet its liabilities.
• Assist the trustees and management in ensuring that the financial reserves of Cherry Trees are maintained at an appropriate level.

Budget Management

• Oversee the production of the annual budget and propose its adoption by the board.

Financial reporting

• Work closely as necessary with the CEO and COO to appoint appropriate external auditors and to ensure that any audit recommendations are implemented in a timely manner.
• Oversee the production of necessary financial reports and accounts and present them, along with any audit recommendations, to the board.

Strategic advisory

• Provide strategic advice to the board on financial matters and help shape the charity's financial strategy.
• Work closely with the CEO and COO to ensure that a long-term financial strategy is in place, which can guide the organisation in achieving its objectives.

Board liaison

• Regularly report the financial position and ongoing financial viability of the charity at board meetings.
• Make fellow trustees aware of their financial obligations and take a lead in interpreting financial data.
• Assist the trustees in ensuring that appropriate steps are taken to manage financial risks that could impact significantly upon Cherry Trees.

Personal skills and qualities

• Knowledge of bookkeeping and financial management.
• Good financial analysis skills with the ability to think about the future as well as the present.
• Strong working knowledge of Excel.
• Be methodical, organised and consistent.
• Ability to communicate clearly.
• Have a strong commitment to the organisation.
• Some experience or knowledge of charity finance, fundraising and pension schemes would be an advantage.

Qualifications

• Strong skills and experience in Financial Statements and Accounting
• Proficiency in Financial Planning, Budgeting, and Finance
• An understanding of charitable organisations and nonprofit financial management is a plus
• Good communication and teamwork abilities
• A commitment to the vision and values of the Cherry Trees Charity
• Professional qualifications in accounting or finance are desirable

Safer Recruitment

Due to the vulnerability of our children and young adults, applicants will be required to complete a short application form and will require an Enhanced DBS check, which the charity will facilitate.

Our vision for volunteering

Volunteering is and always will be at the heart of Cats Protection. It is joyful and inclusive. As a charity, working in partnership, together we transform the lives of cats, people and communities.

The difference you will make to cats and people

At Cats Protection we help thousands of cats and kittens each year thanks to our dedicated and passionate volunteer groups. We have branches across the UK, all of which help our cats in different ways. Branches take in stray and abandoned cats and ensure they receive the veterinary care and attention they deserve; help raise funds, promote neutering and help spread cat welfare messages. Our branch team leader volunteers lead their local team by supporting and managing volunteers within their group, maintaining communications with both volunteers and employees, and helping promote a positive and professional image of Cats Protection.

You can expect us to

• Make you feel welcome, included and respected in line with our values and behaviours
• Support you in having a positive and impactful experience at Cats Protection
• Cover agreed out-of-pocket expenses in line with our Expenses Policy
• Provide you with access to learning, development and engagement opportunities

What we need from you

You’ll be:

• Supporting your team of volunteers in all aspects of their roles, making sure volunteers are happy and confident
• Making sure the team observes charity best practice and compliance
• Collaborating with your Branch Development Manager (BDM) to plan volunteer activity
• Leading the team to follow Cats Protection policies, procedures and guidelines
• Monitoring expenditure and helping ensure long term financial stability of the volunteer group
• Organising and chairing team meetings
• Acting as an ambassador for Cats Protection

Time expectation

Our branch team leader volunteers usually spend 10 to 15 hours per week in this role, which is flexible and can be shared by more than one volunteer if needed. There will be times of year when more hours are required, such as towards the end of the financial year, but support and guidance are available.

You may be just the volunteer we’ve been looking for!

We are committed to building a diverse, compassionate and inclusive organisation where everyone can be themselves and do their best. We are courageous and compassionate in our purpose of helping people see the world through cats’ eyes. Together, we can make a difference. Together, we are all for cats. Join the UK’s leading cat welfare charity and help make a better life for cats, because life is better  with cats.

Trustee Opportunity at Citizens Advice
Citizens Advice South Lincolnshire is seeking new trustees 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’d 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. Prior Board experience is not required.

We welcome expertise in digital media, finance, fundraising, HR, IT, law, marketing, PR, risk management, senior management, local government, or strategy.

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 shortterm; prioritising value

● Interpersonal skills: communicating clearly; listening actively; supporting a healthy culture

● Confidence and self-awareness: collaborating with others; treating everyone with respect.

The Board also values specialist skills as assets among its members:

● experience or qualifications in:

 ‣ business or charity leadership

 ‣ equity, diversity and inclusion

 ‣ facilitation

 ‣ finance and accountancy

 ‣ human resources

 ‣ IT, AI or digital media

‣ law or governance

‣ local government

‣ marketing, PR or communications

‣ risk management, or

‣ strategy development

● past experience as a client or service user of this (or a similar) organisation

● a track record of charitable fundraising, or

● being an effective chair. 

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

As well as fulfilling the duties of a Trustee, the Treasurer maintains an overview of WAND UK’s financial affairs. The Treasurer ensures that effective and appropriate financial measures, controls and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation.

Treasurer role

· Overseeing the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees.

· Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place.

· Ensuring that robust and comprehensive financial policies are in place and being implemented, and supporting the development of policies covering financial reserves, and cost management.

· Monitoring and advising on the financial viability of the charity.

· Overseeing financial controls and adherence to systems, regularly liaising with the Director

· Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process

· Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies, for example, the Charity Commission and/or the Registrar of Companies.

· Keeping the board informed about its financial duties and responsibilities and liaising with the Director to develop the financial understanding of the Board of Trustees.

What we are looking for

· A finance professional. A knowledge of charity finance is an advantage.

· A strategic thinker with an ability to balance risk and opportunity.

· Clear communicator with the ability to bring the financial information alive to non-finance specialists.

· Willing to play an active role in areas such as forecasting, setting budgets, liaising with auditors

In addition to the above, the Treasurer will also have the responsibilities and qualities of all trustees:

Responsibilities of all trustees

● Support and provide advice on WAND UK’s purpose, vision, goals and activities.

● Approve operational strategies and policies, and monitor and evaluate their implementation.

● Oversee WAND UK’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 WAND UK’s financial statements.

● Provide support and challenge to WAND UK’s Director in the exercise of their delegated authority and affairs.

● Keep abreast of changes in WAND UK’s operating environment.

●  Contribute to regular reviews of WAND UK’s own governance.

● Attend Board meetings, adequately prepared to contribute to discussions.

● Use independent judgment, acting legally and in good faith to promote and protect WAND UK’s interests, to the exclusion of their own personal and/or any third party interests.

● Contribute to the broader promotion of WAND UK’s objects, aims and reputation by applying your 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.

Attributes and qualities

We are looking for people willing to bring energy, enthusiasm and commitment to the role, and who will broaden the diversity of thinking on our board.

Personal skills and qualities

● Willingness and ability to understand and accept their responsibilities and liabilities 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 [charity values]

Terms of appointment

Terms of office

· Trustees are appointed for a 3 year term of office.

· After the 3 years of service a trustee needs to stand down and be re-elected by the Board if they would like to continue.

● This is a voluntary position, but reasonable expenses will be reimbursed.

Time Commitment (Estimated at 1-2 hours maximum per month)

● Attending four Board meetings annually. Currently meetings are held remotely and in person at WAND UK’s office located at St Charles centre for health and wellbeing, Exmoor street W10 6DZ. 

● Monthly scheduled meeting with the Director with flexibility to respond swiftly to the occasional ad hoc issue.

● Attending half day of the annual strategy and planned training sessions.