Fundraising investment manager volunteer roles in Manchester

Could your fundraising expertise help save lives?

The Great North Air Ambulance Service (GNAAS) is looking for a Trustee with senior fundraising, supporter engagement and income generation experience to join our Board.

This voluntary role is an opportunity to use your expertise to help shape the future of a life-saving charity. As a Trustee, you'll provide strategic oversight, constructive challenge and specialist governance, helping to ensure we can continue delivering critical care to people across the North East, North Yorkshire, Cumbria and the Isle of Man.

You won't be involved in delivering fundraising activity day to day. Instead, you'll work alongside fellow Trustees to scrutinise strategy, monitor performance, oversee risk and ensure our fundraising remains ethical, effective and aligned with our mission.

We're particularly interested in hearing from people with senior experience in fundraising, development, external engagement or income generation within the charity, social enterprise, public benefit or purpose-led sectors.

You will bring experience in:

· Fundraising strategy and income diversification

· Donor stewardship, supporter journeys and campaign planning

· Fundraising governance, compliance and ethical practice

· Board-level thinking, constructive challenge and sound judgement

· Building relationships and acting as an ambassador for a mission-led organisation

You will also share our mission, values, equity, diversity and inclusion, and Nolan’s seven principles of public life.

Time commitment

The Board meets at least four times a year, plus a strategy day. Trustees are encouraged to sit on two Board Committees, with additional contact usually taking place by email, telephone or Microsoft Teams.

Interested?

If you are passionate about using your fundraising expertise to make a meaningful difference, we would be pleased to hear from you.

Closing date for applications: 28th August 2026

For more than a century, the RAF Benevolent Fund has stood beside the RAF Family;
through war and peace, hardship and change. From the first day in uniform to the final
years of life, we have been a constant source of emotional, practical and financial support.
Today, our work reaches serving personnel, veterans, families and the bereaved in more
than 30 countries.
As the demands on the RAF Family grow in complexity and urgency, so too must the resilience
of the charity that serves them. Our ability to provide life-changing support, whether keeping a
family in their home, helping veterans navigate injury or isolation, or walking beside the
bereaved, relies on strong, stable and sustainable income streams. Therefore, we are seeking a
Trustee with significant fundraising expertise to help shape and strengthen our long-term
financial future. The successful candidate will join our diverse and highly skilled Board and
Fundraising, Communications and Engagement Committee to:
• play a key strategic role in supporting our fundraising vision and strategy
• provide strategic input into fundraising plans and campaigns
• support and advise on income generation, donor engagement and partnerships
The full role description can be found on our website here. The role is voluntary, however
reasonable out-of-pocket expenses are paid. We will provide the successful candidate with a
bespoke induction programme and relevant training / development.
Interested?
We would love to hear from you if you have the experience and passion we are seeking.
Please send an up-to-date CV and covering email / letter outlining your background, skills,
experience and interest in the role. Email address and contact details can be found on our website. If you have any questions about the role or would like to have an informal
discussion prior to applying, please contact Lisa (information on website).
We welcome applications from anyone who has the experience we are seeking, irrespective of
background, community, industry or protected characteristics. If you require any reasonable
adjustments as part of your application process, please let us know. You must be eligible to be
a charity trustee under UK law to be considered for this role. We operate safer selection
practices; this will involve the successful candidate being required to have a Disclosure and
Barring Service check.
Applications will be considered on a rolling basis, and this position will remain open until we
have found our ideal candidate. No agencies please.

We are looking for a fundraising expert to join our external Finance Committee. In particular we’re looking for someone who can interrogate plans and performance, with experience of the marketplace and the need for fundraising investment. The ideal candidate will have a background in fundraising and developing income generation strategies but also a passion for innovation, insight and above all ‘best in class’ supporter care.

The Finance Committee is responsible for monitoring the financial performance of the full portfolio for the organisation. It plays a key role in protecting the financial health and sustainability of Samaritans and our vision that fewer people die by suicide. The Committee is a formal advisory committee of the Board of Trustees and reports on its work, conclusions and recommendations to the Board on a regular basis.

We are seeking applicants who will provide independent and effective advice to help the committee fulfil its responsibilities in:

• Monitoring and reviewing budgets, accounts and financial performance and making recommendations in response to identified areas of risk;
• Monitoring and reviewing fundraising plans, investments and ongoing performance and making recommendations;
• Assessing the investment and reserves policies for the organisation and reviewing performance.

Applicants for this role should have experience of senior fundraising roles.

About the role

Term: Committee members are usually appointed for a period of three years, with the possibility of a second three-year term.

Location: The role is home-based and may involve some travel within the UK. As a minimum, attendance is required at four committee meetings, either in person or online.

Remuneration: The role is voluntary.

Application process: Applicants are to return a copy of your CV with a completed application form by Monday 17 August containing a personal statement how you meet the experience, knowledge and skills set out in the role description. Shortlisted applicants will be invited to interviewonline w/c 24 or 31 August.

About Samaritans

Our vision is that fewer people die by suicide.  Samaritans is the charity that prevents suicide through the power of human connection. We provide compassionate listening services to people in emotional crisis, 24/7. We combine evidence with lived experience to influence decision makers to tackle the underlying causes of suicide. We change attitudes and encourage people struggling with suicidal thoughts to seek support.

Together we can prevent suicide today. Because tomorrow’s too late.

Vision Action is a unique organisation that works in low- and middle-income countries, supporting national governments to deliver and strengthen their eye health strategies. We work in partnership with local governments, civil society organisations, international and national NGOs, and the private sector. Our ambition is to increase equitable access to eye care services and glasses and accelerate achievement of the UN Sustainable Development Goal 5.

The role of the board is to oversee the overall direction and activities of the charity, including its policies and procedures, to ensure that they are consistently in accordance with the charitable purposes defined in the objects clause in its constitution. The board sets and monitors the strategic direction of the charity, although the implementation of strategy is achieved through the executive team. The board must always act in the best interests of Vision Action, taking decisions as a group and not as individuals.

Terms of service

For Vision Action the trustees are members who have been elected to serve on the board. Vision Action’s constitution allows for up to 12 trustees, who can serve a maximum of three consecutive terms of three years.  Vision Action is a company limited by guarantee and the trustees are its legal directors. The trustee role is voluntary, although relevant expenses incurred in the course of fulfilling trustee responsibilities are reimbursable in line with organisational policy.

Trustees are appointed by the Vision Action board of trustees annually at the board meeting following the Annual General Meeting (AGM). The time commitment involved in being a trustee includes attendance at four board meetings per year, one of which is an all-day strategy session. Board meetings are typically held for half a day on a weekday afternoon, with at least half the meetings taking place online.  Board papers are circulated in advance for review and preparation.

In addition, trustees are expected to attend the AGM, which is usually held on a weekend, as well as occasional members’ forums or other Vision Action events, which are often arranged alongside board meetings in the evening. Trustees may also be asked to participate in ad hoc meetings or online discussions relating to specific topics. Sub-committee meetings are also held in advance of board meetings, and trustees are also expected to participate in one or more of these groups depending on their expertise and responsibilities. Trustees will also be expected to commit time to undertake a full induction process.

Main tasks

Charity trustees have ultimate responsibility for directing the affairs of the charity and ensuring it is solvent, well-run and delivering the charitable outcomes for the benefit of the public for which it has been set up. Each trustee will be expected to join one of the two sub-committees (Programmes and Research; Fundraising and Finance).  The committees meet (in person or remotely) at least four times per year, usually timed with or in advance of the board meetings. 

General responsibilities

• Ensure th[JT1] at Vision Action complies with its governing document (i.e. its constitution[JT2]  and byelaws), charity law, and any other relevant legislation or regulations.
• Ensure that Vision Action pursues its objects as defined in its governing document.
• Ensure Vision Action applies its resources exclusively in pursuance of its objects, i.e. it must not spend money on activities which are not included in the objects, however worthwhile they may be.
• Contribute actively to the board’s role in the formulation and review of strategy, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets.
• Safeguard the good name and values of Vision Action and maintain good relations with its members.
• Ensure that all policies are implemented, monitored and reports are acted upon, (including the policies on harassment and misconduct, safeguarding, recruitment of ex-offenders, and anti- bribery).
• Strive for Vision Action to reflect the full diversity of society in all its activities.
• Ensure the financial stability of Vision Action.
• Protect and manage the property of Vision Action and ensure the proper investment of its funds.
• Appoint and support key leadership and monitor their performance.

In addition to the above statutory responsibilities, each trustee should attend board meetings and use any specific skills, knowledge or experience they have to help the board reach sound decisions.  This may involve leading discussions, focusing on key issues, providing advice and guidance on new initiatives, evaluation or other issues in which the trustee has special expertise; and then always upholding the decisions taken by Board. Trustees are also expected to support Vision Action’s fundraising initiatives.

Treasurer specific responsibilities

Hold specific responsibilities relevant to the role:

• Chair the fundraising and finance sub-committee, overseeing and advising on the financial risks, challenges, health and resilience of the charity, reporting back to the full board.
• Monitor and advise on the financial viability of the charity, including the financial risks. This should include regular monitoring of cost recovery.
• Advise the board on the financial implications of its plans and policies.
• Monitor the preparation of budgets, accounts and financial statements and their presentation to the board.

Ensure policies and practices are in keeping with aims:

• Oversee the development and implementation of financial reserves, cost‐recovery and investment policies.
• Annually review the financial control framework to identify any changes, gaps and potential areas of exposure.
• Oversee the development and review of other policies and procedures as delegated to the fundraising and finance sub-committee by the board.

Ensure best practice:

• Support the Co-CEO (finance & operations) in preparing and presenting the budgets, management accounts and annual financial statements to the board, ensuring it receives a fully informed picture of the charity’s financial performance, position and effectiveness.
• Liaise with the Co-Chief Executive Officers and, as appropriate, with the investment advisors and auditors on matters relating to the organisation’s financial activities.
• Provide board‐level liaison with the external auditors on specific issues such as the auditors’ management letter, auditor remuneration and related board representations.
• Lead on recommending the appointment of new auditors to members of the organisation.
• Work with the Finance and Operations Manager to ensure that proper accounts and records are maintained, and that financial resources are spent and invested in line with good governance and legal and regulatory requirements.
• With the Finance & Operations Manager and the Joint Chief Executive Officers, closely monitor the reserves and investment plan, providing assurance to the board on the organisation’s future financial stability.
• Review all management accounts before they are placed before the board.

Personal specification

All our trustees are expected to have:

• A commitment to Vision Action’s vision and mission.
• A commitment to our values: being evidence-based, being inclusive, having integrity, sustainable programmes and being collaborative.
• Willingness to devote the time and effort needed to fulfil the role.
• Integrity.
• Strategic vision.
• Good, independent judgement.
• An ability to think creatively.
• A willingness to speak their mind.
• An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship.
• An ability to work effectively as a member of a team and to take decisions for the good of Vision Action.

The treasurer will have:

• Experience as a director of finance (or equivalent) and/or in a treasurer role, with extensive experience of overseeing financial and management accounting, financial reporting, monitoring and controls, and external audit.
• An understanding of charity accounting and reporting standards (Charities SORP 2026), or a willingness to develop this through personal learning and development.
• A recognised accountancy qualification (CAAB) and
• Experience in international development would be an advantage.

The position is supported by the CEO who is an accountant and a part time bookkeeper.

The Next Step

We welcome questions and a discussion on our current financial circumstances with our treasurer and chair. Our treasurer retires in 2026, and we would like to involve any new appointment in our committees and board meeting in the last part of this year.

RCN Foundation
Trustees (Finance & Investment Expertise)

This is an exciting opportunity to join the Board of Trustees of the RCN Foundation, an independent charity that supports and strengthens nursing and midwifery to improve the health and wellbeing of the nation.

Since 2010, the Foundation has provided hardship, education, research and innovation funding to thousands of nurses, midwives, nursing associates and healthcare support workers across the UK. As the Foundation continues to deliver its ambitious strategy, we are seeking to appoint two Trustees with senior-level expertise in finance, accounting and/or investment governance to join the Board from April 2027. One of the successful candidates will also serve as Chair of the Income Generation and Investment Committee.

You will join a committed Board, helping to shape the Foundation’s strategic direction and ensuring it continues to deliver meaningful impact for the nursing and midwifery professions.

Trustee and Chair - Income Generation and Investment Committee
You will bring significant experience in finance, accounting, investment management or strategic financial oversight, alongside experience of chairing boards, committees or similar governance groups.

As Chair of the Income Generation and Investment Committee, you will provide leadership and oversight across the Foundation’s investment portfolio, fundraising activity and wider income generation strategy. You will support the Board in ensuring the Foundation’s long-term financial sustainability and will also represent the Foundation on the RCN Group Audit Committee.

Trustee - Finance & Investment
You will bring senior financial leadership experience, with expertise in areas such as finance, accounting, investment management or financial governance.

You will provide support and constructive challenge on matters including financial sustainability, investment performance, reserves and longer-term planning, contributing to the work of both the Board and the Income Generation and Investment Committee.

In addition, all candidates will demonstrate:
• A commitment to the mission of the RCN Foundation and supporting the nursing and midwifery workforce
• Experience operating at Board, Committee or senior leadership level
• Strong strategic thinking, judgement and decision-making skills
• An understanding of charity governance and financial stewardship
• The ability to engage effectively with a wide range of stakeholders
• A commitment to equity, diversity and inclusion
• Integrity and a commitment to the Nolan Principles of Public Life
• The capacity to commit approximately 15 days per year to the role

For more information on both roles including how to apply, please view the appointment brief by clicking on the button located on the role on the Prospectus website.

Applications are welcomed from individuals from a broad range of professional and personal backgrounds.

Recruitment Timeline
Closing date for applications: Sunday 6th September 2026
Interviews with RCN Foundation: Monday 19th October 2026

At Prospectus, we are committed to supporting you throughout the recruitment process and to fostering an inclusive and accessible experience for all candidates.

BioBright

We deploy algae systems in ports to capture CO2, remove pollutants, and monitor environmental impact.

Strategic CFO

About BioBright

BioBright is developing the next generation of environmental intelligence for ports and critical infrastructure. Our autonomous monitoring platform combines advanced sensing, AI-powered analytics, and real-time decision support to help operators improve environmental compliance, reduce operational risk, and make faster, data-driven decisions.
As we transition from successful pilots to commercial scale, we are looking for a strategic CFO who can help build the financial foundations required for sustainable growth and successful fundraising.

The Opportunity

This is not a traditional finance role. We are looking for a strategic partner who can shape BioBright's growth trajectory by developing a capital strategy that enables rapid customer adoption, scalable operations, and long-term shareholder value.
The successful candidate will work closely with the CEO to ensure every financing decision accelerates commercial growth while maximising capital efficiency.

Key Deliverables

1. Build a Scalable Financial Strategy

Timeline: First 60 days

• Develop a robust three-year financial model.
• Define commercial KPIs and unit economics.
• Build customer acquisition and revenue forecasting models.
• Create scenario planning for conservative, expected, and high-growth outcomes.

Impact
Provide the financial framework required to scale confidently while maintaining financial discipline.

2. Develop the Capital Strategy

Timeline: First 90 days

• Determine the optimal size of the next funding round.
• Recommend the timing of future fundraising activities.
• Model expected cash runway under different growth scenarios.
• Produce dilution and ownership models across multiple investment rounds.
• Develop valuation assumptions linked to commercial milestones.

Impact
Enable BioBright to raise the right amount of capital at the right time while protecting shareholder value.

3. Improve Investor Readiness

Timeline: Months 2–6

• Build investor-grade financial models.
• Prepare fundraising metrics and Board reporting.
• Support due diligence and investor discussions.
• Develop financial narratives that clearly communicate scalability and commercial potential.

Impact
Increase investor confidence and improve fundraising outcomes.

4. Drive Capital Efficiency

Timeline: Ongoing

• Review spending priorities and capital allocation.
• Optimise cash utilisation across engineering, commercial, and operations.
• Ensure investment decisions maximise long-term company value.
• Support pricing and commercial strategy through financial analysis.

Impact
Increase growth while extending runway and reducing unnecessary dilution.

Time Commitment

• Approximately 1 day per week initially.
• Additional support during fundraising periods.
• Flexible engagement based on company milestones.

Success Measures

Within the first 12 months, the CFO will have helped BioBright to:

• Develop a scalable financial operating model.
• Establish clear financial metrics for customer adoption and growth.
• Build a capital strategy aligned with commercial milestones.
• Increase investor attractiveness through professional financial planning and reporting.
• Optimise runway and capital efficiency.
• Support a successful fundraising process with robust financial modelling and valuation analysis.

Who You Are

You have experience leading finance within high-growth technology or deep-tech businesses and understand the unique challenges of scaling venture-backed companies. You are comfortable advising founders, communicating with investors, and balancing ambitious growth with disciplined capital management.
Most importantly, you enjoy working alongside founders to transform innovative technology into commercially successful businesses.

Minimum Hours per Week:

7-9 hours per week

Duration:

3-5 months

Help Shape Healthier Futures for Children and Families

Can you help drive the future success of a growing national charity?

HENRY (Health, Exercise, Nutrition for the Really Young) is seeking passionate and strategic individuals to join our Board of Trustees at an exciting point in our journey.

For over 15 years, HENRY has worked alongside parents, carers, communities and professionals to give babies and young children the healthiest possible start in life. Our evidence-based programmes, training and support help families build healthy habits, strengthen relationships and improve long-term wellbeing, particularly in communities experiencing the greatest health inequalities.

Today, HENRY supports more than 21,000 families every year and trains professionals across health and early years services nationwide. Last year alone:

• 21,662 families received support through our programmes, workshops and one-to-one services
• 9,608 parents and babies benefited from infant feeding support
• 88% of participants reported leading a healthier family lifestyle
• 96% rated our programmes and workshops as good or great
• 35% of families we supported were from the most deprived communities in the UK

As we work towards our vision of a healthy and happy start for every baby and child, we are entering a new phase of growth and development. Our ambitious 2030 strategy focuses on expanding our reach, strengthening sustainability, increasing our influence, and maintaining quality and impact as we grow.

About the Role

As a Trustee, you will play a key role in shaping HENRY's future. Working alongside fellow Board members, you will provide strategic leadership, support good governance, oversee organisational sustainability and help ensure we continue delivering meaningful impact for families across the UK.

This is a strategic, non-operational role that offers the opportunity to contribute your expertise while making a lasting difference to children's lives.

Who We're Looking For

We are particularly interested in individuals with experience in:

• Marketing and Communications
• Income Generation and Fundraising
• Legal and Contractual Matters

We also welcome candidates with:

• Previous trustee or governance experience
• Experience of scaling organisations
• Knowledge of early years, health or family services
• Relevant lived experience
• A strong commitment to equality, diversity and inclusion

Why Join HENRY?

Joining our Board is both a responsibility and a rewarding opportunity to create lasting social impact.

As a Trustee, you will:

• Help tackle health inequalities affecting babies and young children
• Influence the strategic direction of a respected national charity
• Develop your leadership, governance and board-level experience
• Work alongside a collaborative and experienced Board and executive team
• Gain insight into a charity delivering impact at scale across the UK

We are committed to building a diverse Board that reflects the communities we serve and encourage applications from people of all backgrounds aged 18 and over.

If you share our belief that every child deserves the best possible start in life, we'd love to hear from you and explore how your skills and experience can help shape HENRY's next chapter.

Ready to make a difference? Read our attached Trustee Recruitment Pack and click 'redirect to recruiter' to be forwarded to our application portal. 

Closing date: 9am Wednesday 19th August 2026
Interviews: week commencing 14th September 2026

HENRY is committed to safer recruitment and safeguarding. As a result, all successful trustee applicants will be required to complete a DBS check.

We welcome your consideration to join our board of trustees.

Feeding Britain is the charity established in 2015 to implement the recommendations of the All-Party Parliamentary Inquiry into Hunger in the United Kingdom. We are working toward a future where nobody in the UK goes hungry, through a combination of direct project delivery, the allocation of grants to local partner organisations, and through our parliamentary links which enable us to provide policy recommendations based on the findings of our own Academic Advisory Group.

Feeding Britain is radically reforming the role, characteristics, and functions of community food provision across the UK through the establishment and development of Affordable Food Clubs which offer beneficiaries attainable pathways from poverty with a reduced risk of depending on emergency food parcels.

Expansion has been rapid: we are soon to establish our 150th local Feeding Britain partnership. In late 2023 we were selected as one of three Christmas Appeal charities by The Times & Sunday Times, in 2025 we were chosen as The Old Vic’s Christmas fundraising charity partner, and in 2026 we announced a long-term partnership with Gordon Ramsay. This is in addition to our Nourish The Nation partnership with Comic Relief and Sainsbury’s.

We are expanding our trustee board and seek a recruit with interest and expertise in finance and/or risk management, to serve as the trustee lead to oversee this aspect of our work. In addition, candidates should have a strong empathy towards our mission to tackle food poverty in innovative and creative ways. The broad duties of a trustee are outlined in Charity Commission website guidance, The essential trustee: what you need to know, what you need to do.

Role Description

The Trustee will take on the functions of an Honorary Treasurer, in monitoring the financial administration of the charity and, alongside the Finance Director, reporting to the board of trustees at regular intervals on its state of financial health.

Responsibilities may include:

· Leading in the board’s duty to ensure that proper accounting records are kept, financial resources are properly controlled, invested and economically spent, in line with good governance, legal and regulatory requirements

· Leading in the development and implementation of financial reserves, cost‐management and investment policies, as well as financial control and risk-management procedures alongside sound budgetary and accounting practices

· Liaising, where applicable, with the appropriate member of staff responsible for the financial activities of the organisation

· Monitoring and advising on the financial viability of the charity

· Advising on the financial implications of the charity’s strategic plan

· Acting as a counter signatory on charity cheques and important applications to funders

· Board‐level liaison with the external auditors on specific issues such as the Auditors’ Management Letter and the related board representations.

Essential Person Specifications:

· Current knowledge of accountancy, auditing, bookkeeping and financial management practices

· Strategic financial planning, forecasting, and reporting skills

· The ability to present and communicate financial information in an accessible way

· An understanding of the legal duties, responsibilities and liabilities of a trustee

· A commitment to devote the necessary time to prepare for, attend and contribute meaningfully at trustee meetings

Thank you for your consideration.

The UK Men’s Sheds Association is seeking a small number of new trustees, based anywhere in the UK. The role is voluntary (reasonable expenses are covered) but is an opportunity to be part of an engaged, effective and friendly Board of an important national charity.

While the roles are primarily as general trustees, there will also be opportunities to serve on one of our two formal sub-committees – Audit & Risk and People. We are also recruiting for a trustee to act as our Treasurer (a role-specific advert is on our website). 

The UKMSA Board fulfils a governance function, ensuring we use our resources responsibly, and that we comply with our legal and regulatory obligations. As a trustee, you will play a key role in ensuring UKMSA’s sustainability and effectiveness, overseeing our strategy and governance, including ensuring we continue to operate to the public benefit. This is an excellent opportunity for someone who wants to use their professional and personal expertise to make a meaningful difference to communities across the UK.

We welcome applicants from all backgrounds, and you do not need previous charity Board experience.

We regularly review the collective skills and experience of the Board members, and use this to inform recruitment. In particular, we are looking this time around for applicants who can bring significant charity or broader financial experience (not only for the Treasurer role but also to support our Audit & Risk function); experience of national or significant fundraising; and a background in HR or ‘people skills’. These are, however, not prescriptive and we welcome applications from anyone who feels they may have something to offer a medium-sized national charity which has significant impact which belies its size.

Our recruitment is also informed by our policies, especially our EDI and volunteering policies. While the Men’s Sheds movement itself has an understandable male focus, we are keen to maintain a truly diverse Board, both in terms of the protected characteristics under the Equalities Act and in terms of the diversity of experience and background our trustees bring. It is not a UKMSA policy per se, but we aim to maintain a balance of trustees who come from the Shedding movement alongside those who bring external perspectives. Trustees may be based in any part of the UK (we aim to have at least one trustee who is based in every one of the UK home nations). 

We ask that all trustees explicitly sign up to their responsibilities, both statutory and regulatory, with a commitment to good governance and ethical leadership. We also expect a willingness to work collaboratively as part of a diverse and supportive Board, and as a constructive critical friend with the CEO and staff senior leadership team.

NEW TRUSTEES AND TREASURER WANTED FOR AGE UK MERTON BOARD

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

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

Person specification – Trustee

Essential

· Commitment to Age UK Merton and our values

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

· Strategic vision

· Experience of operating at Board or senior level professionally

· Good independent judgment

· Good interpersonal skills

· Ability to think creatively

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

· Ability to work effectively as a member of a team

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

Desirable

· Experience of the adult social care or health sectors

· Experience of being a charity Trustee

· Understanding of Merton as a place

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

Person specification – Treasurer

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

· Financial qualifications and experience. 

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

· A strong understanding of creating and monitoring budgets.

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

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

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

Role description – Trustee

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

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

Role description – Treasurer

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

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

· Chairing the Finance Committee and reporting to the Board.

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

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

· Undertaking spot checks on payroll and online payments. 

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

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

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

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

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

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

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

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

Commitment required

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

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

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

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

To find out more and to apply

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