Financial planning manager volunteer roles

Treasurer for Age Concern Twyford & District

Do you have an interest in helping our charity that supports older people in our community?

If you have a head for financial matters, you could add to and assist our trustees’ management of our finances.                      

Initially set up in 1988, we are an independent local charity (Charitable Incorporated Organisation No. 11163722) that promotes and maintains independent living for older residents in and around our local community. We are not affiliated with any similar organisations, but work closely with other Wokingham Borough-based charities and support organisations.

We provide a Day Centre with activities, lunches and optional take-home meals, activities including arts, singing and dancing, plus a range of support services including assistance with form-filling, handypersons and a listening ear to support families.

In 2024/25, our income was £250k, a small rise on previous years, and our services and facilities remain well-used and very well-appreciated in our community.

The Role

We are a small and collaborative trustee team, working closely with the staff in the centre to provide a service to our local community. Our Board includes some people with experience and skills in the services we provide to older people or other professions, and we’d expect trustees to have empathy with our cause and our beneficiaries. 

Although we’d welcome your financial qualification, that’s not a requirement, as our finances aren’t complex. An understanding of how charity finance works would be beneficial of course, with the ability to communicate financial information clearly, especially to other trustees, being important. Support from our employees is always available, as they will be dealing with the day-to-day finances.

You don’t necessarily need prior experience of charity trusteeship, as advice from local charity-support organisations is always available. Full induction to our organisation will be provided, plus specialist help as a new trustee, including access to external training.

​We are a charity not a commercial business, but we apply business principles to governing our organisation. We are looking for fresh expertise and experience from a variety of backgrounds to our charity. We want to expand the diversity of our Board and strongly welcome applications from people from less-represented groups. 

​The focus of a trustee role is strategic, and trustees will not be expected to get involved in the organisation’s operations on a day-to-day basis; however, contact and liaison with other trustees and employees is expected.   

​We ask for about five hours per month, which includes all meetings, discussions, etc., although that time commitment will rise at year-end and for our AGM.
You will need access to digital communications, as some our charity’s business is run that way.

This appointment is being assisted for us by involve Community Services, a charity-support organisation, who can supply you with a detailed Role Description and Skills Specification, and offer advice about trusteeship, even assist your application. Click "Apply Now" below to find out more.

Closing Date:

We are reviewing applications on a rolling basis and applications will be reviewed as they are received.

The Role:

We are currently seeking a Finance Trustee to join our Board as Treasurer. It’s a voluntary role that requires a committed individual with financial expertise to take a collaborative approach, supporting our Trustees, our Head of Finance and Governance, and our management team to oversee the financial affairs of our charity and ensure that they are legal, constitutional, and within accepted accounting practice.

Our Organisation:

Greener and Cleaner delivers locally but thinks, and influences, nationally. Our vision is greener, healthier, better connected communities across the UK. We seek to achieve this through normalising 360-degree sustainable living, bringing the community together to make changes that can deliver a big impact. We have a non-judgemental peer-to-peer approach, so that all elements of the community feel empowered to take action in how they live, work, and play and in how they use their voice to push for change.

Treasurer Role:

The primary role is to ensure alongside other Trustees that they accept ultimate responsibility for the affairs of G&C and ensure that it is solvent, well run, and delivering the charitable outcomes for which it has been set up. As well as fulfilling the duties of a Trustee, 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.

• Overseeing the presentation of budgets, internal management accounts, and annual financial statements, as produced by the finance team or others where appropriate, to the Board of Trustees
• Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place. 
• Liaising with any paid staff about financial matters, as appropriate.
• 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. 
• Overseeing financial controls and adherence to systems. 
• Drawing any major financial concerns to the attention of the trustee and the management team.
• Ensuring that the charity has appropriate reserves in line with its reserves policy, and monitoring and advising on the financial viability of the charity. 
• Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process.
• Ensuring that the charity has an appropriate investment policy and that investments and assets are maximised.
• Leading on the appointment of and liaison with external auditors. 
• Overseeing the development and implementation of systems for appraising, mitigating, and reporting corporate risk. 
• 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.
• Supporting other Trustees in understanding the charity’s financial position and decision making.
• Contributing to the fundraising strategy of the charity and its ethical fundraising policy.
• Making a formal presentation of the accounts at the Annual General Meeting and drawing attention to important points in a coherent and easily understandable way.

The Person We’re Looking For:

• A finance professional with a firm understanding of charity finance and some experience of fundraising and pension schemes.
• Knowledge of charity fundraising, bid writing, and/or other income generation and/or securing funding through creation or leveraging of partnerships and networks (at a national or local level).
• A strategic thinker with an ability to balance risk and opportunity and the skills to analyse proposals and examine their financial consequences.
• Clear communicator with the ability to explain financial information to members of the Board and other stakeholders.
• Willing to play an active role in areas such as forecasting, setting budgets, and liaising with auditors.

In addition, the Treasurer will also have the responsibilities and qualities of all Trustees.

Responsibilities of All Trustees:

• Demonstrating a commitment to G&C’s objectives
• Contributing to setting the strategic goals and monitoring performance by active participation in Board discussions and decision-making
• Actively assisting the charity to build their connections and partnerships for the purposes of most effectively delivering their goals and fundraising
• Ensuring that G&C complies with its governing documents, the law, and all other relevant documentation
• Helping to identify risks and ensuring appropriate controls are in place
• Helping the Board to make sound decisions by making available their own personal knowledge and experience
• Assisting the Chair to appoint and appraise the performance of the Senior Leadership Team members
• Sharing relevant skills and expertise with the Senior Leadership Team members
• Making all reasonable efforts to attend Board meetings, away days, development meetings, publicity events, and other such public functions as requested by the Chair
• Ensuring the charity’s focus on equality, diversity, and inclusion remains at the heart of its strategy and delivery

Trustee Person Specification:

In addition to the Treasurer role specific above, our Trustees will ideally also demonstrate the following:

• A commitment to the objectives and activities of G&C
• A willingness to devote time and effort to G&C beyond attending board meetings
• Have strategic vision, an ability to think creatively, and an appropriate level of financial literacy
• Understanding of and acceptance of the legal duties, responsibilities, and liabilities of their position
• Have good independent judgement
• Be willing to effectively act as part of a team
• Adhere to the Nolan Principles of public office: selflessness, integrity, objectivity, accountability, openness, honesty, and leadership
• A willingness to allow the Employee/s to make reasonable decisions and to act within the limits prescribed by the Board

To Apply:

To see the full job advertisement with details on how to apply, and to learn more about the role and our organisation, please see the attached supporting documents.

Are you passionate about building a more inclusive, sustainable and resilient economy? Are you looking for a meaningful way to use your finance expertise?  ECU is a small, dynamic non-profit working to transform the economy. Join us!

What will you be doing?

In addition to the responsibilities of all board members, the Treasurer will: 

1. Support the Board to review and monitor ECU’s financial performance and sustainability
2. Ensure the Board receives timely, accessible and accurate financial information
3. Support the team to develop and maintain robust and proportionate financial policies, processes and risk management systems

What are we looking for?

• Commitment to ECU’s mission and values
• Commitment to the legal duties and responsibilities
• Financial management experience, policies, risk
• Qualifications
• Able to interpret, interrogate and communicate financial information
• Work as part of a diverse team, and devote the time 

Desirable - treasurer experience

What difference will you make?

We have an ambitious vision for change, a strong analysis of the opportunities and barriers to progress, and a clear view of our role in building a better economy. Our board is committed, collaborative and inclusive, with a strong understanding of its role and remit, and a culture of open dialogue.

Before you apply

• Your interest in this role and what you could bring to it
• What would you want to learn and gain?

Interview 25 Feb in London (expenses paid)

We’re looking for a Treasurer who wants to join our friendly and committed Board of Trustees to support and develop the work of Maa Shanti.

About Maa Shanti

We offer practical support, advocacy, emotional support, and activities tailored to the needs of South Asian mothers. Services are available in person, online, or in a blended format, and the team speaks Bengali, Urdu, Hindi and Punjabi to ensure culturally sensitive engagement.

What will you be doing?

Key Responsibilities: 

• To oversee, approve and present all yearly budgets, quarterly and annual accounts and other relevant financial statements.
• Review budgets, accounts, and financial statements in advance of Board meetings.
• Present regular reports on the organisation's financial position.
• Advise fellow Trustees on a regular basis of the financial status of the charity, and where necessary, recommend action.
• Ensure the charity complies with legislative and regulatory requirements with regards to financial matters.
• Maintain sound financial management of the charity’s resources, ensuring expenditure is in line with the agreed budget and investment activities meet accepted standards and policies.

Time Commitment

• Quarterly Board meetings (which are currently held online).
• 2 away days a year. In addition to Board meetings, there will be some ad hoc work support required in between meetings.
• Overall estimated time commitment is 1 day a month.
• Remote/hybrid working offered if needed.

What are we looking for?

You do not need previous governance experience to join the board. We will provide an induction an ongoing support. 

Skills and experience: 

• Practicing finance professional (i.e. Accountant, Finance Manager, Finance Director).
• Ideally you will have charity finance experience.
• Ability to communicate and explain financial information to members of the Board.
• 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.
• Enthusiasm for the work of Maa Shanti. 

We warmly welcome applications from individuals who bring a wide range of experiences and perspectives to our Board. As a woman only and led-by-and-for organisation, all board members must be women, and at least 90% of the board must come from South Asian backgrounds.

What difference will you make?

Joining Maa Shanti’s Board is an opportunity to be part of a values-led, survivor-centred organisation making a real difference in the lives of women and children affected by domestic abuse. As Treasurer, you will help shape the future of a trusted, community-rooted charity at a time of growth and increasing need. You’ll work alongside a thoughtful, supportive Board and leadership team, contributing your perspective, skills and lived experience to ensure survivors’ voices remain at the heart of everything we do.

We are seeking someone with understanding or experience of community and grant fundraising to join our board. The role involves leading our fundraising sub committee and providing a sounding board for our fundraising manager to deliver our fundraising strategy. 

What will you be doing?

Specific to the fundraising lead trustee role, your responsibilities will be to:

• Lead the fundraising sub committee.
• Work alongside the board to plan what level of funds must be raised to ensure the effective running of the charity.
• Be a sounding board for, and provide oversight of our fundraising manager.
• Lead on the board’s direct engagement with local fund-raising opportunities.
• Provide feedback to the fundraising manager. 

What are we looking for?

Our ideal candidate would demonstrate: 

• An understanding of, and commitment to, the work of the Glasgow South West Foodbank.
• Understanding of, and passion for, fundraising.
• An ability to use that understanding to lead the fundraising sub committee and engage with the fundraising manager in a supportive and confident manner.
• Excellent communication and collaboration skills.

What difference will you make?

By supporting the governance of the food bank, you are part of a team which provides a vital service in your local community, ensuring a dignified experience for people in financial crisis and facing hunger.

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

As a local group Finance Volunteer, you’ll make sure your group gets the most for their money. In this role you’ll be able to develop your financial and communication skills whilst working closely with other members of the group Coordinating Team.

Most importantly, you’ll be part of a team that provides vital support and services to people within your local MS community.

Join Taunton Brewhouse Board as Finance Trustee, develop skills in charity finance and support us in bringing entertainment and culture to our community.

Having grown substantially over the past 12 years, we are moving into a new era of development.   This includes and celebrates the 50th anniversary of the founding of the theatre which takes place in 2027.

Our current Trustee for Finance retires shortly, and we seek a new Finance/Director to take forward this key area.

As Trustee responsible for Finance, you will have specific responsibilities for

• providing financial guidance to the Board on matters put before it
• chairing quarterly meeting of the F&GP Committee
• oversight of financial management through monthly meetings with senior finance team
• liasing with professional advisers as necessary

You will share with other trustees the regular responsibilities for all:

• agree strategy and goals for the charity and Taunton Brewhouse
• appoint and set salarie for senior management
• give oversight and support to management
• ensure due diligence in regulatory matters including safe-guarding
• pay attention to financial management
• ensure a robust approach to the management of risk.

Apart from time commitments indicated for Finance, the Board meets quarterly on Monday evenings with other meetings as necessary (sometimes on line).  There is an annual 'away-day' for trustees and the AGM which takes place in November.

Impact Initiatives is seeking a trustee with financial expertise to join our Board at an exciting time of growth and innovation.

This is an opportunity to support a values-driven charity working creatively to address complex social issues and to learn and work with a motivated committed team to make a positive difference to thousands of peoples lives each year. 

As a Trustee, you will:

• Contribute to long-term financial planning and resilience in a changing funding environment
• Ask the right questions at the right time, helping the Board understand risks, explore options, and make well-balanced decisions
• Support responsible innovation that aligns with Impact Initiatives’ values and risk appetite

Being an Impact trustee is a great way to:

• Support a cause you believe in
• Develop new skills,
• Enhance your CV
• Work with a wide range of people,
• Gain work experience
• Give yourself a new challenge
• Use skills for for purposes other than financial gain

Slough Foodbank, founded by two Slough churches (including Slough Baptist church) is seeking a Trustee with a strong Christian faith to serve as Treasurer Trustee.

We are part of Trussell, a UK-wide network of more than 1,300 food bank centres, working together to ensure people in crisis receive emergency food and support. Slough Foodbank operates six days per week and currently issues around 12,000 emergency food parcels each year. We are a progressive, forward-thinking foodbank focused on meeting immediate need while helping people move towards stability.

The Treasurer Trustee will work alongside our finance and fundraising teams, providing oversight and guidance rather than day-to-day administration. We welcome applicants with either broad governance experience or a specialist financial background.

What matters most is a commitment to our mission, support for our Christian ethos, and a willingness to be actively involved in the practical workings of the foodbank.

Are you passionate about building a more inclusive, sustainable and resilient economy? Are you looking for a meaningful way to use your finance expertise?

ECU is a small, dynamic non-profit working to transform the economy so that everyone has the freedom and security to live a good life. 

We are now recruiting for ECU’s first Treasurer, who will lead at board level on monitoring ECU’s financial performance and sustainability, ensuring that we have robust financial policies and processes in place, and supporting other board members to fulfil their collective responsibilities around finance. 

This is an exciting time to join ECU. We have an ambitious vision for change, a strong analysis of the opportunities and barriers to progress, and a clear view of our role in building a better economy. Our board is committed, collaborative and inclusive, with a strong understanding of its role and remit, and a culture of open dialogue. Our work is challenging, fascinating, and fulfilling – and, with rising levels of inequality, an unfolding climate emergency, overstretched public services and a growing concentration of corporate power, it couldn’t be more important.

Finance Lay Trustee

The Finance Lay Trustee will provide strategic financial and commercial leadership to RCOT, ensuring robust governance, financial sustainability and effective oversight of commercial initiatives. As the lead trustee on financial matters, you’ll guide the Board’s understanding of financial strategy, risk and performance, and act as a key link between the Board and the Audit, Investment and Risk Committee (by sitting as a member and/or Chair of the Committee). Your insight will help shape RCOT’s long-term financial health and its ability to deliver on its mission.

We’re seeking a senior finance professional with board-level experience or significant experience reporting to boards. You will bring deep expertise in financial strategy, as well as experience in one or more of: commercial
operations; regulatory compliance; or not-forprofit organisations. You will be confident in interpreting complex financial information and communicating it clearly to non-finance colleagues, and you will take a collaborative,
values-led approach to inclusive and purpose-led leadership.

To view the role profile please click on this Finance Lay Trustee | RCOT 

To apply, please submit a CV and suitability statement aligned with the role profile with no more than 600 words, via this Finance Lay Trustee | RCOT  by Sunday 15 February 2026.

Reliable Media brings together the Stop Funding Hate and Stop Funding Heat campaigns under one organisational umbrella.

Our mission is to make hate and climate misinformation unprofitable by persuading advertisers to stop funding media outlets and platforms that spread harmful narratives. We believe advertising shapes culture and that, by disrupting the financial incentives behind harmful media, we can build an information ecosystem that is inclusive, accountable and climate responsible.

Would you like to help drive our campaigns?
We are currently seeking new voluntary Board members to strengthen our governance and support the next stage of our mission to make hate and climate misinformation unprofitable.

At this point in time, we are especially looking to appoint:

• A Treasurer to provide strategic financial oversight and support long-term sustainability and
• A Board Member with Legal expertise to help us take informed, proportionate risks and navigate a complex media landscape.

We want to ensure that diverse voices are at the heart of our Board. We’d especially welcome applications from racialised communities, people from ethnic minority backgrounds, LGBTQ+ people, disabled people, people from minority faith backgrounds, including those disproportionately targeted by harmful or discriminatory media narratives.

Being a Board Member may be voluntary but it’s still a real commitment. We meet quarterly, stay in regular contact between meetings and must be willing to be legally (and publicly) responsible for a high-profile campaigning organisation. Board Members are also engaged in various working groups, such as fundraising, governance or DEI or offer short-term ad hoc support where they have relevant expertise. But it’s hugely rewarding. You would be helping to ensure Reliable Media continues to challenge harmful media narratives, shift industry norms and make hate and climate misinformation unprofitable.

Founded in 1997, the Islington Centre for Refugees and Migrants provides a place for refugees, migrants, and people seeking asylum to rebuild their life with support and community. From classes to casework to financial assistance, the Centre has a wide offering available for our community of over 200 people. Our approach is compassionate and human and the support we offer is long term - on average people stay with us around four years.

The current Board brings a wide range of charity and public body experience including strategy and fundraising and we are looking for skills to both enhance and complement these strengths.

The Centre has a dedicated and talented staff team led by our CEO, Andy Ruiz Palma, who joined in 2000 as an English teacher. In addition to this staff resource we have around 40 volunteers who provide direct support through activities. We also have in place accountancy support to the executive and a dedicated fundraising team.

We are looking for someone who can demonstrate a strong empathy with our client group and who understand how to work with organisations rooted in a local community. You will bring excellent people and communication skills and demonstrate good team-working.

We are open to applications from people looking for their first Trustee role or who may not have considered being a Trustee before and will provide mentoring to help trustees find their feet.

We are looking to recruit a deputy treasurer with:

A good understanding of financial management and reporting

A recognised accounting, finance or similar qualification

Ability to analyse and communicate financial information to the wider Board

Willingness to provide financial advice and support to the management team as needed

Knowledge and experience of fundraising finance practice in voluntary and community organisations (desirable)

Join our Board of Trustees as Treasurer

Who we are

Registered in 1999, Daybreak is a charity whose foundations are in growing the practice of Family Group Conferences in the UK. From this, we have seen the positive impact that occurs when families and communities are empowered to take action when faced with challenging situations.

People and communities often feel disempowered - especially those whose lives are influenced by the systems around them. However, we know that people can take action to support each other and choose what action to take when given the right opportunity to have their voice heard.

This is why we believe in a world where families, people’s wider social networks, and communities work together to make decisions and proactively solve the problems affecting their lives.

Now, utilising a range of solution-focused approaches and working alongside partner organisations and within the community, we bring people together to create opportunities for them to communicate, work together, and choose what actions to take, in order to move forward, be safe, and thrive.

Throughout our various programs, our work centres around the principles of voluntary participation, transparency and openness for all, advocacy for those who need it, and for our contribution to be facilitative not prescriptive.

Who we’re looking for

We are looking to welcome a new Treasurer to our Board of Trustees.

To serve as one of Daybreak’s trustees is to play a fundamental role in enabling our charity to pursue its vision, mission, and values. Your contribution to discussions and decision-making at the highest level of our organization will ensure that we can continue to provide our services to those in need of our support.

In addition to the general duties of a Trustee, as Treasurer, your input will be critical to safeguarding the financial integrity and sustainability of our charity. You will ensure that appropriate financial measures are upheld and share your insights with the Board about the financial health of our organisation. Your experience will enable us to understand the obstacles we face and how we can navigate these challenges.

The role is more focused on strategy than detail. You will offer crucial guidance and support to management in developing a growth strategy that will allow Daybreak to reach more people and touch more lives.

There is no requirement for you to have experience as a Trustee. All we need is a willingness to use your skills and expertise to support Daybreak, a desire to make a difference for our service users, and a commitment to active participation in the role.

We would especially welcome applications from under-represented sections of society or those with experience of some of the issues facing our beneficiaries.

The time commitment involved is around thirty hours per year, though a wide range of opportunities to get involved in the Board’s work will be provided. Board meetings are usually held quarterly at our head office in Southampton, Hampshire or online.

What we offer

As a trustee you will be given:

• Induction and ongoing support.
• Board-level experience in a friendly environment, with the opportunity to exercise your existing skills and develop new ones. Our Board contains a diverse range of individuals from various backgrounds, including business and family services, and you will be able to tap into and learn from the breadth of knowledge that they possess.
• Scope to drive a growth strategy designed to expand our services and allow us to give more families and communities the chance to take control of their circumstances. Your experience and insight will be vital in enabling us to channel the power of families and communities coming together to strengthen the bonds between them.
• A comprehensive insight into the charitable sector, the challenges it faces, and how these challenges can be overcome.
• The opportunity to make a real difference to the lives of children, young people, and their families. Your strategic input will help spur positive change and empower families and communities to overcome their unique challenges, and you will see the beneficial impact of your decision-making play out across our services.
• The knowledge that your contribution has helped secure the best possible results for service users and navigate the challenges our charity faces. By helping us, you will help families to find more workable solutions to their problems, while avoiding plans being imposed upon them.

Our board positions are voluntary, but reasonable expenses will be reimbursed.

How to apply

• Please read the full job description and person specification before applying on our websire
• Applications should be submitted by 15 February 2026. Interviews will be held week beginning 23 February 2026.