Financial planning manager volunteer roles

Use your experience to help improve health and social care services across the UK 

HSR UK is a small but ambitious charity dedicated to strengthening the role of health and social care research in policy and practice. We bring together researchers, service leaders, clinicians, policymakers, patient partners and others, helping research to drive real improvement in the NHS and social care. 

We are now seeking three new Trustees to join our friendly and committed Board and help shape the next phase of our development. 

About HSR UK 

HSR UK is the collective voice for health services and social care research in the UK. 
We: 

• Connect and convene researchers, policymakers, managers, clinicians, and lived‑experience partners.
• Support the use of high‑quality research in practice and policy. 
• Influence national agendas to help health and social care research thrive. 

We have around 40 organisational members, run an annual conference attracting 350+ delegates, and lead work on mentoring, special interest groups, and major thematic projects such as equality, diversity and inclusion (EDI) and workforce research. We are hosted by the Nuffield Trust but we are a separate organisation. 

Why join us? 

This is an exciting moment in HSR UK’s growth. As a Trustee, you will help shape strategy, guide organisational development, and contribute to a mission that genuinely improves health and care for people and communities. 

Our Board is welcoming, collaborative and curious. We particularly encourage applicants from diverse backgrounds, from outside the research community, and from people with lived experience of health or care services. 

We welcome applications from anyone regardless of disability, ethnicity, heritage, gender, sexuality, religion or socio‑economic background. We are committed to inclusive practices and will make reasonable adjustments throughout the process. 

Who we’re looking for 

You do not need to be an academic or professional researcher. We welcome a wide range of expertise, including people newer to board roles.With the board meeting mainly online, we also welcome candidates from all over the UK. 

We’re especially interested in candidates with skills or experience in: 

• Business development or income generation (e.g., grants, commissioning, fundraising, third sector) 
• Health or social care delivery, including clinical, managerial or lived‑experience backgrounds 
• Public involvement, co‑production or inclusive research 
• Finance or governance 

You will also bring: 

• An interest in how research can improve health and care 
• Good listening skills and openness to diverse perspectives 
• A willingness to constructively challenge and be challenged 
• Enthusiasm for our aims and values, including a commitment to EDI 

What the role involves 

As a Trustee, you will contribute to: 

• Setting and monitoring HSR UK’s strategic direction 
• Ensuring strong governance and compliance 
• Approving major decisions, policies, and annual accounts 
• Considering and managing organisational risk 
• Actively participating in board meetings and reading papers in advance 
• Leading on a specific area of work (e.g., finance, conferences, events, governance), depending on your interests and skills 

Practical details 

Time commitment 

• Around ½–1 day per month 
• Five 90‑minute board meetings per year (online) plus our AGM in the autumn
• Option to join sub‑committees (1–2 meetings per year) 
• Opportunity to help shape our annual conference and attend the conference in person

Location 

• Meetings are online (MS Teams); our annual conference rotates around UK universities (2026: University of Manchester) 

Remuneration 

• This is a voluntary role.  We reimburse trustee out of pocket expenses, including travel to meetings and conference attendance 

Term 

• Three years, renewable for up to three consecutive terms 

How to apply 

To apply for one of our three trustee vacancies, please click the Apply Now button below. If you would like an informal conversation about the role, please contact Cat Chatfield using the contact details on our website.

Closing date: Tuesday 17th February at 5pm 

Timetable

We will let you know if you have been shortlisted or not by Friday 20th February. Interviews will be held online via Microsoft Teams on Monday 23rd and Wednesday 25th February. We will let you know if you have been appointed as a Trustee by the end of February. 

Thurgoland Out of School Club is a small charity that provides childcare to meet the local communities requirements. They offer complete daytime care for infants from the age of 6 weeks old, through to out of school care for children up to the age of 11 years.

TOOSC are a vital and much valued part of the beautiful rural village community in Thurgoland, providing support for families for 50 weeks of the year between 7.30am to 6pm.

This role provides an excellent opportunity to give back to the community while gaining experience of strategic leadership in a charitable organisation. It is an exciting time to join the board of trustees, with growing demand for services, the charity is financially sustainable and has reserves to support its development.

The Role

We are looking for someone with financial experience to embrace the role of Trustee (Treasurer) and ensure the sustainability of TOOSC for the village’s families.

The main responsibilities will include:

• Financial planning, budgeting and forecasting 
• Financial management and reporting, ensuring accurate financial records
• Financial oversight - monitoring income and expenditure, and providing quarterly reviews
•  Trustee duties and responsibilities – legal compliance, governance and strategic vision

The Person

We are looking for a financial professional with proven experience and a strong understanding of managing financial accounts and governance within the charity, corporate or public sector.

As a Trustee you will be legally responsible for the charity, therefore we are looking for someone who can demonstrate exceptional judgement, integrity and reliability. You must have the ability to provide strategic advice and contribute to long-term planning. An accountancy qualification (ACCA, ACA, CIMA etc.) would be desirable.

You will ideally have knowledge of the Charity Commission’s requirements and charity finance structures, or be willing to learn. A flair for presenting complex financial information clearly to non-finance colleagues and working effectively with the board of trustees is essential.

Why TOOSC?

This role is a wonderful opportunity to bring your financial skills, existing experience as a trustee or board member to a make a meaningful impact in the local community of Thurgoland.

You will be able to influence the future direction of this charitable organisation and secure sustainability for its future. By joining their passionate, friendly and supportive team you will have the opportunity to experience the valuable contribution made from skilled professionals and develop knowledge of charity governance, leadership and financial management

If this sounds like the type of role and charity that could suit the next phase of your career, then do get in touch. To register your interest please apply here, or for more information contact Charlie, Leanne or Jen at Charity Horizons.

Please note: If you would like to submit an application or express your interest in an alternative format such as audio or video upload, or require any adaptations for your initial engagement with us, please contact either Jen or Leanne who will be happy to advise on this.

Please also be aware that we use anonymous recruitment methods when submitting shortlists for all our roles and we only work with organisations that are happy to engage with us in this way.

Charity Horizons is an equal opportunities employer and as such actively promotes equality, diversity and inclusion in the workplace. We welcome and encourage applications from all suitable candidates irrespective of age, disability, hidden disability, race or national origin, religion or belief, gender, gender expression, political view, sexual orientation, medical condition and pregnancy.

We are looking for a Treasurer with an accountancy background and Board level experience to join our Board to support our small but mighty charity to bring the joy of reading to primary school children across the country.

Location: Online
Salary: Voluntary with reasonable expenses reimbursed
Deadline for applications: 31st January 2026

About Us:

The Children’s Bookshow is a national charity that inspires children with a love of books and reading through an annual programme of inspiring theatre and digital performances and engaging creative workshops. We showcase some of the best authors and illustrators of children’s books from around the world, and celebrate children’s literature in translation. 

We are an Arts Council National Portfolio Organisation that has been running successfully for 23 years. Each year, we deliver 15 events in venues ranging from iconic theatres such as The Old Vic in London to community spaces and smaller scale theatres such as the New Wolsey in Ipswich, plus a programme of 60 creative workshops in primary schools. We target areas of high socio-economic deprivation, support environmental sustainability through our programme, and partner with local authorities, libraries and education providers. Every child who attends our theatre performances receives a free copy of the author’s book to take home and keep. This is integral to our offer - putting excellent books directly into the hands of children.

“Having Frank Cottrell-Boyce in for a free workshop really did make such a difference to our school and to our children. Frank was able to inspire every single child to write, no matter their need or ability, and children who would normally be reluctant to share their ideas in front of the class were confident to do so. Every single one of them went home talking non-stop about the amazing author they had met - with many now inspired to become authors. I can't put into words how grateful we are or how much of an impact those couple of hours have had on both the children and staff.” 
Teacher, Winyates Primary, Peterborough 2024

The opportunities:

If you think you have the expertise and passion to support our work and help us to deliver the kind of impact and change experienced by Winyates Primary, then we would love to hear from you!

Thanks to successful fundraising The Children’s Bookshow is financially stable for the next two years. Iterative growth and continued financial sustainability are crucial for us to fulfill our aspirations for the future: 

• Give more primary school children the invaluable experience of a live author event at a local theatre
• Enable children to work creatively with a world class artist in their own classroom 
• Increase book ownership by putting a free book into the hands of every child who attends one of our performances

We are recruiting a Treasurer to join our Board of highly-skilled, committed and friendly Trustees to guide and support us in achieving these aims.

The Role:
Trustees share oversight of The Children’s Bookshow’s artistic programming, operations, fundraising and finances, to ensure good governance in compliance with our governing document and with UK charity and company law.

Time commitment: around 4-6 days per year.

Treasurer:
We are seeking a new Treasurer to ensure high standards of financial governance and decision-making, and to act as a key sounding board for the Co-Directors in the financial planning, management and reporting of our charity. This will include overseeing our annual budget and cashflow and quarterly management accounts, and advising on how best to invest our reserve fund. 

We are looking for a qualified accountant with Board level experience with a UK charity and an interest in our work.

A background in children’s literature, publishing or theatre would be an advantage, but not essential.

The Children’s Bookshow is committed to creating a collaborative Board of Trustees that is inclusive and representative of our society. We actively encourage applicants from diverse backgrounds and from all sections of society to apply. 

Meetings:
There are typically four Board meetings a year lasting around an hour. Three of these meetings take place online and we endeavour to meet in person once a year in central London for a meeting followed by lunch. We welcome Trustees to attend our theatre performances and online events wherever possible to directly experience our work. 

We also have a Finance and Operations Committee that occasionally meets online and reports to the Board, which Trustees are invited to opt into to share their expertise in specific areas such as Finance, Fundraising and Development. 

How to apply

Please email your CV and a covering letter (each a maximum of 2 sides of A4) detailing your relevant expertise and experience for the role of Treasurer, and why you would like to be part of The Children’s Bookshow. We look forward to hearing from you. 

This Role Connects Financial Oversight With Fundraising Impact

At Tell My Truth and Shame the Devil C.I.C., every donation, grant, and sponsorship contributes to real-world change. The Finance Liaison Officer ensures that the C.I.C’s fundraising income, allocations, and financial reporting are accurate, transparent, and actionable, serving both operational needs and strategic decision-making. You will act as the bridge between fundraising activities and financial accountability, ensuring resources are optimally managed to maximise impact. This is not a generic bookkeeping role. It is strategic, operational, and central to C.I.C sustainability.

Purpose of the Role

This role exists to:

• Monitor and reconcile fundraising income, donations, sponsorships, and grant payments
• Coordinate financial reporting with the Fundraising Director, Data Officer, and other relevant teams
• Ensure compliance with financial regulations, safeguarding, and CIC policies
• Support budgeting, forecasting, and resource allocation for campaigns and projects
• Provide financial insights to inform fundraising strategy and decision-making
• Help maintain accurate, auditable records for transparency and accountability

You are the guardian of financial integrity for all fundraising activities.

Why This Role Matters

Accurate and transparent financial management:

• Builds trust with donors, sponsors, and partners
• Ensures funds are allocated ethically and efficiently
• Enables strategic growth and sustainable operations

Without this role, financial oversight risks errors, inefficiency, or reputational harm. With it, the CIC can operate with confidence, clarity, and credibility.

About the role:

To manage and reconcile all income streams, track donations and grants, and provide accurate financial reporting, ensuring compliance with C.I.C policies, safeguarding, statutory requirements, and supporting effective fundraising and organisational decision-making.

Experience Qualification and Requirements

Essential / Highly Valued Experience

• Experience in bookkeeping, accounting, or finance management.
• Competence in tracking, reconciling, and reporting income streams.
• Budgeting and financial forecasting experience.
• Familiarity with non-profit or CIC financial operations.
• Knowledge of donor fund tracking and reporting.
• Competence using Microsoft Excel, Google Sheets, or accounting software.
• Awareness of statutory compliance, safeguarding, and financial controls.
• Ability to advise on financial implications of campaigns or initiatives.
• Strong attention to detail and organisational skills.
• Collaborative skills to work with fundraising, data, and volunteer teams.
• Ability to identify discrepancies, risks, or inefficiencies in financial processes.

Desirable / Can Be Developed

• Experience integrating financial data with donor CRM or data systems.
• Familiarity with grant funding or sponsorship reporting.
• Experience working in volunteer-led or grassroots organisations.
• Ability to contribute to financial process improvement.

Qualifications

• Formal qualifications not required.
• Equivalent professional experience in finance, accounting, or bookkeeping is highly valued.

Main Responsibilities/ Key Duties

Essential / Highly Valued Experience

• Experience in bookkeeping, accounting, or finance management.
• Competence in tracking, reconciling, and reporting income streams.
• Budgeting and financial forecasting experience.
• Familiarity with non-profit or C.I.C financial operations.
• Knowledge of donor fund tracking and reporting.
• Competence using Microsoft Excel, Google Sheets, or accounting software.
• Awareness of statutory compliance, safeguarding, and financial controls.
• Ability to advise on financial implications of campaigns or initiatives.
• Strong attention to detail and organisational skills.
• Collaborative skills to work with fundraising, data, and volunteer teams.
• Ability to identify discrepancies, risks, or inefficiencies in financial processes

What You Gain

• Founding-level experience in financial oversight for a high-impact C.I.C
• Strategic insight into fundraising, resource allocation, and operational finance
• Leadership exposure in cross-functional collaboration
• Priority consideration for future paid roles
• Direct contribution to community empowerment and sustainable growth

This role builds financial stewardship, strategic planning and ethical management skills.

This role is not suitable if you:

• Prefer low-responsibility volunteer work
• Avoid handling sensitive financial data
• Are seeking immediate paid employment
• Are uncomfortable applying finance to ethical decision-making

Important to be clear:

• This is a volunteer role during the C.I.C’s build phase
• It carries real responsibility for financial integrity and accountability
• Paid roles will emerge as funding and sustainability allows

Formal qualifications are not required, but desirable.
Essential equivalent experience mandatory.

Next Steps:

Shortlisted applicants will be invited to:

• A values-led conversation
• A practical discussion about event planning, coordination, and execution

If you believe that well-organised, purposeful events can change communities, and that experiences inspire action, this role is for you.

A Final Word
Transparency is protection.

If you know that:

• Money must serve the mission
• Accountability builds trust
• Strong systems protect vulnerable people

We are looking for someone who shares our vision of shaping a recognised, valued and inclusive sport and physical activity sector that everyone can be a part of, and who is committed to the highest levels of governance, risk management and assurance.

The Audit and Probity Committee reports directly to CIMSPA’s Board of Trustees and is a crucial part of our governance structure, overseeing our risk landscape.  By ensuring that risk is adequately managed and that the organisation is governed with integrity, the committee guides CIMSPA’s strategic decision-making processes.  Alongside this, the committee provides oversight, challenge and scrutiny across a range of areas, including our internal controls and our financial performance and management. 

Specialisms

Based on the committee’ annual skills review, we have identified the following specialisms as a priority for recruitment:

• Government and policy-making

• Legal and regulatory

Therefore we are seeking to appoint a committee member with significant experience in at least one of these areas.

Core Skills

We also expect all committee members to have significant experience in one or more of the following:

• Finance

• Audit and risk

• Governance and compliance

• Our system interventions (as detailed in our strategy)

• Business and commercial

• Digital

Please note - an in-depth knowledge of the sport and physical activity sector is not essential.

Key responsibilities include but are not limited to:

• Ensuring that the committee fulfils its purpose as stated in its Terms of Reference.
• Ensuring that the committee complies with CIMSPA’s Charter and Statutes, charity law, company law and all other relevant legislation/regulations as they relate to the committee.
• Managing CIMSPA’s resources responsibly and honestly, with a duty of prudence.
• Working in partnership with CIMSPA’s CEO or senior leadership team to ensure the strategic aims of the organisation are achieved as they relate to the committee, maintaining a management and oversight role.
• Ensuring that the committee is accountable.

Closing date for applications: Monday 2nd March 2026 at 9am

Provisional date for virtual interviews: Monday 16th March 2026

THE OPPORTUNITY

Do you have accountancy or finance skills and experience that you could use to support a charity? Would you like to help make sure people have the right information and support to make informed decisions about their health, wellbeing and care?

Patient Information Forum is looking for a new Trustee with finance skills to join our Board. You could play an important role in shaping our future and strengthening our work.

WHO IS PATIENT INFORMATION FORUM?

The Patient Information Forum (PIF) is the membership body for people working in health information and support. We are the independent voice of UK health information. PIF runs the only quality mark for print and digital health information – the PIF TICK.

WHAT MATTERS TO US

Access for everyone to personalised health information and support so that people feel enabled to make informed decisions about their health and wellbeing.

We believe high-quality information is key to reducing inequalities in health literacy, and we are strongly committed to inclusion. We also tackle misinformation, helping people to recognise trusted, credible sources and tell them apart from misleading or false information.

IF YOU JOIN US…

You'll play an important role in overseeing PIF’s financial health and ensuring that the Board and senior team can make informed, responsible decisions.

The Treasurer’s role is to provide financial leadership and oversight for the charity. This includes reviewing, approving, and presenting budgets, accounts, and financial statements, as well as preparing and delivering clear financial reports to the Board.

You’ll have the opportunity to work with a team of fellow Trustees who bring a wide range of professional experience.

WHO WE’RE LOOKING FOR

We are looking for individuals with an accountancy qualification or equivalent finance knowledge gained by experience. You’ll have high levels of integrity and an eye for detail.

Previous trustee experience isn’t required, and you will be supported into the role through an onboarding and induction process.

We are particularly seeking someone to:

○ guide and advise the Board on the approval of budgets and annual accounts within current legislation

○ keep the Board informed of its statutory financial duties and responsibilities

○ commit to PIF’s, vision and goals. Honesty, integrity, and a commitment to transparency.

Please make sure you read our Candidate Information Pack before applying. It contains important details about the role and our organisation.

Don’t think you quite meet all the specifications? Please don’t count yourself out. We’d still love to learn more about your interest in joining Patient Information Forum!

WHAT’S NEXT?

Eastside People is supporting Patient Information Forum in the recruitment of this role. You can apply today by submitting your CV and Cover Letter.

The closing date for applications is Fri 20 February.

Longlisting interviews with Eastside People will take place shortly after and shortlisted candidates will have an interview with PIF during the week beginning 9 March.

PIF is an equal opportunities organisation. We actively welcome applications from individuals of all backgrounds, cultures, beliefs, and lived experiences. We strive to reflect the diversity of the population and are committed to equity and inclusion at every level of our governance.

We acknowledge every application. You’ll always hear from us after taking the time to apply - we look forward to hearing from you!

Help shape the future of rural Cambridgeshire and Peterborough

Cambridgeshire ACRE is seeking committed and capable individuals to join our Board of Trustees. As a trustee, you will provide strategic direction and governance and financial oversight, while ensuring that our well-established rural charity continues to respond to the needs of the people and the communities we serve.

We are particularly keen to hear from people with experience in finance, digital systems and cyber security, environmental management or rural housing. No previous trustee experience is needed, and we welcome applications from anyone who shares our purpose and brings a fresh perspective.

Trustees are required to attend five board meetings a year, contribute to one of our committees, and join our annual away day. Reasonable expenses are reimbursed.

For over a century we have supported rural communities. We are now delivering our 2025 - 2028 strategy to strengthen our role as a trusted voice across Cambridgeshire and Peterborough.

Apply by: Monday 6 February 2026

Location: Remote (with optional annual in-person strategy day in London)

Commitment: Approx. 4 days per year (including quarterly board meetings and Resource Committee meetings) plus an optional all day Vision Day

Remuneration: Unpaid (Travel expenses reimbursed)

The Work Rights Centre is looking to widen its Board of Trustees. As we bid farewell to our Treasurer, who has reached the end of her six year maximum mandate, we are seeking a Finance Trustee (Treasurer) to join our Board.  This is a unique opportunity to support a growing and highly ambitious charity, and join a dedicated Trustee Board of experts from across employment, immigration and public law, communications and academia. You will play a vital role in ensuring that our resources are managed effectively to maximize our impact. Above all, you will have an opportunity  to make real, lasting social change.

About us

The Work Rights Centre (WoRC) is a frontline charity dedicated to ending precarious work and social exclusion. Since 2016, we have supported thousands of migrants and disadvantaged Britons to recover unpaid wages, fight workplace discrimination, and secure their immigration status.  We don’t just handle individual cases; we use our frontline evidence to advocate for systemic change through research and policy engagement. In 2025 alone, we recovered over £170k for exploited workers and supported hundreds in understanding and securing their status in the UK.

What time commitment is expected?

The Board of Trustees meets four times a year. The meetings are held online, typically lasting 90 min. Our annual Vision Day is held in person, with some sessions that Trustees can join remotely. It is a precious opportunity for trustees to join all staff in reviewing key achievements, reflect on the year ahead, and begin formulating strategic objectives. Once a quarter before every main board meeting, a small Resource Committee (including theTreasurer and Deputy CEO) meets to review the charity’s financial position and fundraising targets.

About You

We are looking for a qualified finance professional with:

• Charity Finance Experience: A solid understanding of charity SORP, restricted/unrestricted funding, and voluntary sector governance.

• Strategic Vision: The ability to translate financial awareness into strategic advice for non-finance board members.

• Passion for Justice: A genuine commitment to the rights of migrants and workers in the UK. We particularly welcome applications from individuals with lived experience of the issues we tackle.

How to Apply

Please dow send your CV and a brief cover letter outlining why you are interested in joining the Work Rights Centre’s Board to Kasia Figiel, Deputy CEO by Sunday, February 8th. We will acknowledge and review all applications. Shortlisted candidates will be invited to meet the Chair of Trustees, Rob McNeil. If you have any questions, don’t hesitate to write to us.

Join our Board and help make it possible for people with myeloma to live longer and better lives.

Who we are

At Myeloma UK, we are making it possible to live longer and better lives with myeloma. Through research and treatments, we find new ways to a cure. As the only UK charity focused exclusively on myeloma and related conditions, we have transformed treatment and care over the past 27 years, helping to quadruple life expectancy for many patients. But we need to go further, faster – because people with myeloma can’t wait. We are uniquely placed as an organisation to improve the lives of people affected by myeloma by investing in innovative, life-changing research, advocating for patients to get access to new treatments on the NHS, and providing free information and support services to patients and their families.

About the role

As Treasurer, you’ll play a crucial role in leading Myeloma UK into the next stage of our development, providing strategic financial leadership during an exciting period of growth and change.

You’ll lead the Board’s duty to ensure financial resources are controlled, invested and economically spent while advising on the financial and risk management implications of our strategic plans.

Working closely with our Chair, Board and executive team, you’ll take an active role in our governance structure, including chairing the Finance and Audit Committee. You’ll build an effective relationship with our CEO and Director of Finance, providing both challenge and support as we pursue our ambitious goals.

Who we are looking for

Ideally, you will bring substantial experience in commercial and financial management at a senior, strategic level, either as a finance professional or a senior business leader with financial expertise. You’ll have experience chairing meetings and an excellent understanding of best practices in governance. Your personal and professional credibility will command confidence with the Board and stakeholders.

We’re looking for a clear and independent thinker with sound judgment and an appropriate approach to risk. Your excellent influencing and negotiation skills will be complemented by your solution-focused mindset and ability to see the big picture while remaining pragmatic. As an intellectually curious individual, you’ll be comfortable navigating complexity while building strong relationships through your high emotional and cultural intelligence.

Experience of serving on the executive leadership team of a growing organisation would be valuable, as would prior experience as a charity trustee. An appreciation of the wider health, social and political landscape, along with knowledge of charity fundraising practices, would be advantageous. There is no requirement to have a connection to Myeloma.

Most importantly, you’ll be collaborative and highly inclusive, fostering trust and valuing different perspectives. You’ll know when to challenge constructively, when to hold back, and when to support while demonstrating an unwavering commitment to equality, diversity and inclusion.

Please click 'Redirect to recruiter’ to be redirected to the Peridot Partners website, where you can find full details of the candidate profile and register your interest to apply.

Applications for this role close on Monday, 16th February.

Overall Purpose of Role

• To ensure on behalf of the Board that Plateful Cafe’s assets are properly managed, only used for approved purposes, and applied as effectively as possible
• Oversee the financial affairs of the organisation and ensure they are legal, constitutional and within accepted accounting practice

Main Responsibilities

• Share the responsibility of jointly reporting the financial position (balance sheet, cash flow, fundraising performance etc).
• Oversee the production of necessary financial reports/returns, accounts and audits and the production of an annual budget and propose its adoption at the last meeting of the previous financial year.
• To ensure that proper accounts and records are kept and that Plateful Cafe meets its legal obligations in respect of its financial affairs and financial reporting
• To ensure that Plateful Cafe’s financial resources are spent in line with good governance and legal and regulatory requirements
• To be jointly instrumental in the development and implementation of Plateful Cafe's financial policies
• To supervise and assist Finance assistants

Main Tasks
- Liaising with the appropriate member(s) of volunteers responsible for Plateful Cafe’s
financial activities and financial record-keeping
- Make members aware of their financial obligations and take a lead in interpreting
financial data to them.
- Monitoring that financial systems and controls are in place and adhered to
- Assist the fundraising team and team with Funding applications with the finance
questions
- Assist with preparing budgets and other financial information for funding bids
- Assist volunteers with the preparation of financial reports for funders
- Acting as a financial spokesperson for Plateful Cafe as appropriate
- Ensure proper records are kept and that effective financial procedures and controls
are in place, ie:

• Cheque signatories
• Purchasing limits
• Purchasing systems
• Petty cash/ float
• Others as appropriate

- Appraising the financial viability of plans, proposals and feasibility studies.

- Lead on appointing and liaising with auditors/an independent examiner.

- Undertake bookkeeping duties and/or oversee the finance volunteer ensuring posting
and bookkeeping is kept up-to-date.

- Maintain the petty cash system and regularly process petty cash claims.

- Regularly carry out reconciliations/ oversee regular reconciliations by the finance
volunteer.

- Arrange payments to creditors as appropriate and arrange appropriate signatures on
payments.

- Make the necessary arrangements to collect payments from debtors and bank
payments promptly.

Qualities

must have charity sector experience
 Knowledge and experience of current and fundraising finance practice relevant to
voluntary and community organisations.
 Knowledge of bookkeeping and financial management (as necessary).
 Good financial analysis skills.
 Ability to communicate clearly
 Previous usage of Free Agent system preferable
 Attention to details
 Preferable previous experience on payroll
 Experience on preparing budget

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.

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.

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 March (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

What will you be doing?

People in Harmony (PIH) is a membership organisation dedicated to supporting mixed-race individuals, and interracial families, and couples. Established in 1972, PIH aims to promote positive experiences by challenging racism, prejudice, and ignorance. We provide information, support, and advocacy to our members and the wider community through education, celebration, and research.

We are seeking a new Chair at a pivotal moment in the Charity’s history. Following a strategic review, we are at the start of a five-year plan focused on building capacity, strengthening governance, and establishing a strong operational structure. Concurrently, in the next 10 years we aspire to expand training, consultancy, and policy influence, positioning PIH as a leading national organisation for mixed-race advocacy. As Chair, you will be central in delivering the organisation's strategy.

What are we looking for?

• Proven experience at board level in a senior strategic leadership role, within the charity sector or a similar environment.
• Strong governance, strategic planning, and organisational skills.
• An inclusive leadership style; able to inspire and support everyone to participate on an equal footing.
• Financial management expertise and a broad understanding of charity finance issues
• Excellent communication and interpersonal skills, with the ability to inspire and motivate others.
• Able to listen and engage effectively; comfortable with challenge and debate and can encourage that in others while promoting a collaborative board environment.
• Passionate about the mission of PIH and commitment to promoting diversity and inclusion.
• Lived experience and understanding of the challenges faced by mixed-race individuals and communities is preferable.

What difference will you make?

Key Responsibilities

• Lead the Board of Trustees in setting the strategic direction and ensuring effective governance.
• Ensure the Board operates within its charitable objectives and complies with all legal and regulatory requirements.
• Plan and facilitate cyclical committee meetings, ensuring they are well-organised, inclusive, and productive.
• Approve operational strategies and policies and monitor and evaluate their implementation.
• Act as an ambassador for PIH, representing the charity at events and in the media.
• Establish and maintain positive relationships with members, partners, and stakeholders to further the charity's mission.
• Oversee the organisation’s financial plans and budgets and monitor and evaluate progress.
• Ensure key risks are identified, monitored and mitigated effectively.
• Support fundraising and grant application efforts and help secure resources necessary for the charity's sustainability.

Grow Cardiff is a grassroots charity creating life-changing community gardens across the city. As we expand our reach, we’re looking for a new Treasurer to guide our financial health and governance as a key member of our board of eight trustees. We welcome candidates from all backgrounds and will provide a full induction.

The Role
As Treasurer, you’ll provide strategic oversight and financial stewardship to ensure our small but growing organisation stays resilient and impactful. You’ll work closely with our Director, Chair, and Admin & Finance Officer, supporting everything from budget setting to risk management and audit preparation. You’ll also play a key role in demystifying financial matters for our Board

Core Responsibilities

• Monitor and report on the charity’s financial health
• Oversee internal accounts, annual statements, and financial controls
• Help develop financial policies on reserves, budgeting, and risk.
• Advise on financial implications of strategic plans
• Liaise with external accountants and auditors
• Support board learning and decision-making with accessible financial insight
• Work collaboratively on systems like Xero

Who We’re Looking For

• We’re after a finance professional (active or recently retired) with:
• Commercial or SME finance experience (charity finance a bonus)
• Strategic thinking and risk management skills
• An ability to communicate financial info clearly to non-specialists
• A willingness to be hands-on and collaborative.

Your Commitment
​Estimated time: 4–6 hours/month including: 

• Board meetings: every 8 weeks (currently first Wed of the month, held in the Dusty Forge community centre, Ely)
• Monthly check-ins with the Director (remote possible)
• 1–2 half day away days per year with the board

Why Join Us?
You’ll shape the future of a dynamic, community-focused charity making a real and lasting difference to people’s lives in Cardiff. We’re warm, committed, and value diverse perspectives. This is a chance to use your skills for public good—and learn a lot along the way.

Next Steps?
Please contact us for an informal chat about the position.

Community engagement charity Sobus is looking for talented, passionate individuals to join our Board of Trustees.  We are looking for a new Trustee Treasurer to help guide the charity through a time of exciting opportunity and development.

It's an exciting time for Sobus, as we look to refresh our service offer, and maximise the investment opportunity following the disposal of a property in 2024.

Our overarching aim is to “strengthen local communities”, through the provision of infrastructure support to the local voluntary sector in the borough of Hammersmith & Fulham and supporting business communities around our North Kensington hub. 

Our work is focussed on five main areas:

• Voice & Representation
• Information & Intelligence
• Brokerage & Partnerships
• Capacity Building & Business Support
• Affordable Premises (through the provision of our business hubs in Fulham and North Kensington)

Trustee Treasurer: We are seeking a committed individual with a proven, professional track record of financial management and leadership at the highest level, and a sound understanding and experience of the voluntary sector.  We need someone with significant experience of leading long-term strategic development and driving financial sustainability.

You will share our vision and want to take a leading role in our journey to be recognised as an outstanding organisation. It would be a significant advantage if you have an understanding or experience of working in the voluntary and community sector, and even more so if you are a current or former resident of Hammersmith & Fulham or have a tangible, established and current connection with the area.

Sobus was formed in 2014 following a merger between the Community & Voluntary Sector Association and Fulham Community Partnership Trust. However, we were first established as the local CVS in Hammersmith & Fulham in 1998. 

Sobus is fully committed to equality of opportunity and diversity to ensure that we reflect the full breadth of the people that we support. We therefore warmly welcome applications from all suitably qualified candidates.

Selection process:

Candidates are requested to complete an application and a equalities monitoring form., and if shortlisted, an interview with our outgoing Treasurer, Chair of the Board of Trustees and the CEO.  t

For an informal discussion about the position, of for the Job Description and application form, contact the Sobus CEO, Sue Spiller