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Trustee Opportunity at Citizens Advice
Citizens Advice South Lincolnshire is seeking new trustees to help shape the future of our high-performing advice charity.

With offices in Grantham, Spalding and Stamford, plus outreach centres across the region, we support a population of 225,000 people. Last year, we helped 14,000 clients with 60,000 issues and secured over £7 million of additional income for them. We are here for everyone to help people move on with their lives.

As a trustee, you’d join a well-known, respected charity, influence strategy, strengthen governance and contribute to meaningful change. This is an opportunity to share your expertise with other professional, dedicated trustees, gain valuable experience, build on your leadership and strategy skills, and increase your employability. Prior Board experience is not required.

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

What do you need to become a trustee?

Trustees don’t need specific qualifications, but we expect all trustees to have six core skills:

● Insight into the organisation: considering CASL’s objects and its public benefit strategically

● Challenging constructively: clarifying facts; stimulating thought

● Analysing issues: being objective; evaluating risks; using evidence; planning ahead

● Weighing up opinions: using evidence; balancing long- and shortterm; prioritising value

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

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

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

● experience or qualifications in:

 ‣ business or charity leadership

 ‣ equity, diversity and inclusion

 ‣ facilitation

 ‣ finance and accountancy

 ‣ human resources

 ‣ IT, AI or digital media

‣ law or governance

‣ local government

‣ marketing, PR or communications

‣ risk management, or

‣ strategy development

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

● a track record of charitable fundraising, or

● being an effective chair. 

Finally, competent trustees should have these six personal qualities to some extent, and demonstrate them in their behaviours:

● Committed - motivated, dedicated, persevering; plays an active role.

● Responsible - accountable, independent, reliable; accepts collective responsibility.

● Trustworthy - ethical, principled; is a critical friend and focuses on continuous improvement.

● Collaborative - team-oriented, approachable; builds relationships and seeks consensus.

● Confident - independent; contributes constructively and expresses opinions courageously.

● Thoughtful - curious, adaptable, open-minded; appropriately challenges the status quo

Could you help to raise vital funds for SSAFA in your local area? You don’t need a military background, just the ability to get on with all kinds of people, some basic I.T skills and good written and spoken English. If you already have some fundraising experience that would be great too but it’s not essential.

What is a Fundraising Coordinator?

As Fundraising Coordinator, you would work with your local SSAFA branch to develop a Fundraising Plan. You would be central to delivering this local plan to raise funds through a range of local sources including grants, trusts, appeals, collections, and events.

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.

SSAFA branches rely on a regular charitable income to fund all the necessities behind our support for clients. This includes volunteer travel expenses, phone bills, publicity, and grants for clients in urgent needs. A varied programme of fundraising also keeps the SSAFA profile high in the local community. We’d love to hear from you if you could help by coordinating this vital aspect of your local SSAFA branch.

When would you be needed and where would you be based?

As part of your local branch, you might have access to an office, but many volunteers are based at home. You would also be out and about at events and meetings. This role would suit someone looking to give a regular time commitment to SSAFA although when and where would be flexible to suit you.

What would you be doing?

• Developing an ethical fundraising plan based on the needs of the branch and choosing a mix of sources.
• Working with the branch secretary and Regional Fundraising Manager, recruit a team of fundraising volunteers to support events, appeals and collections.
• Working with the Regional Fundraising Manager, support national fundraising campaigns.
• Working with the Branch Publicity Officer, develop opportunities to combine awareness and fundraising.
• Planning and running local appeals, collections, and events
• Identifying and submitting applications to appropriate trusts and grant funding organisations
• Working with Marketing staff at central office check that all fundraising materials meet SSAFA branding style and current key messages.
• Liaise with Regional Fundraising Manager when pursuing opportunities beyond local sources e.g., corporates.
• Evaluate fundraising activities and provide reports and information for the branch.
• Being a positive ambassador for SSAFA including all sections of the community in awareness raising
• Volunteering within the standards and values of SSAFA including observing our policies such as the Volunteering policy and data protection policy (these will be covered in your training and local induction.)

The remit of this role may change over the next 12-18 months depending on the outcome of a trial currently being undertaken.

What can you gain from this volunteering role?

• Use your skills, knowledge, and life experience to benefit others.
• Give tangible and practical support to your local branch by raising funds used directly to support clients.
• Support from your local SSAFA branch and the wider SSAFA community
• Experience, training, and skills that you can highlight on your CV and in job interviews.
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Role specific training to prepare you for your voluntary role - Fundraising workshops. 
• Access to a range of e-learning courses, fundraising guidance, and marketing materials
• Fundraising Manager (per region)
• Fundraising and Marketing teams based at our central office.
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable people with good communication skills including written and spoken English.
• Confident to deal with the public, potential clients, volunteers, other agencies and SSAFA colleagues – face-to-face, by phone, email or via social media.
• Experience of running events and or submitting funding applications would be welcome but not essential.
• Ability to send and receive emails – you will receive your own SSAFA email address.
• Ability to make enquires about fundraising opportunities by phone, email, letter or by filling in forms
• Reliable attitude, keep appointments, update the branch regarding your availability.
• Ability to maintain confidentiality and keep information safely.
• Access to public transport or a car to get to meetings and events.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? No

Could you help to raise vital funds for SSAFA in your local area? You don’t need a military background, just the ability to get on with all kinds of people, some basic I.T skills and good written and spoken English. If you already have some fundraising experience that would be great too but it’s not essential.

What is a Fundraising Coordinator?

As Fundraising Coordinator, you would work with your local SSAFA branch to develop a Fundraising Plan. You would be central to delivering this local plan to raise funds through a range of local sources including grants, trusts, appeals, collections, and events.

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.

SSAFA branches rely on a regular charitable income to fund all the necessities behind our support for clients. This includes volunteer travel expenses, phone bills, publicity, and grants for clients in urgent needs. A varied programme of fundraising also keeps the SSAFA profile high in the local community. We’d love to hear from you if you could help by coordinating this vital aspect of your local SSAFA branch.

When would you be needed and where would you be based?

As part of your local branch, you might have access to an office, but many volunteers are based at home. You would also be out and about at events and meetings. This role would suit someone looking to give a regular time commitment to SSAFA although when and where would be flexible to suit you.

What would you be doing?

• Developing an ethical fundraising plan based on the needs of the branch and choosing a mix of sources.
• Working with the branch secretary and Regional Fundraising Manager, recruit a team of fundraising volunteers to support events, appeals and collections.
• Working with the Regional Fundraising Manager, support national fundraising campaigns.
• Working with the Branch Publicity Officer, develop opportunities to combine awareness and fundraising.
• Planning and running local appeals, collections, and events
• Identifying and submitting applications to appropriate trusts and grant funding organisations
• Working with Marketing staff at central office check that all fundraising materials meet SSAFA branding style and current key messages.
• Liaise with Regional Fundraising Manager when pursuing opportunities beyond local sources e.g., corporates.
• Evaluate fundraising activities and provide reports and information for the branch.
• Being a positive ambassador for SSAFA including all sections of the community in awareness raising
• Volunteering within the standards and values of SSAFA including observing our policies such as the Volunteering policy and data protection policy (these will be covered in your training and local induction.)

The remit of this role may change over the next 12-18 months depending on the outcome of a trial currently being undertaken.

What can you gain from this volunteering role?

• Use your skills, knowledge, and life experience to benefit others.
• Give tangible and practical support to your local branch by raising funds used directly to support clients.
• Support from your local SSAFA branch and the wider SSAFA community
• Experience, training, and skills that you can highlight on your CV and in job interviews.
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Role specific training to prepare you for your voluntary role - Fundraising workshops. 
• Access to a range of e-learning courses, fundraising guidance, and marketing materials
• Fundraising Manager (per region)
• Fundraising and Marketing teams based at our central office.
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable people with good communication skills including written and spoken English.
• Confident to deal with the public, potential clients, volunteers, other agencies and SSAFA colleagues – face-to-face, by phone, email or via social media.
• Experience of running events and or submitting funding applications would be welcome but not essential.
• Ability to send and receive emails – you will receive your own SSAFA email address.
• Ability to make enquires about fundraising opportunities by phone, email, letter or by filling in forms
• Reliable attitude, keep appointments, update the branch regarding your availability.
• Ability to maintain confidentiality and keep information safely.
• Access to public transport or a car to get to meetings and events.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? No

Customer Service / Receptionist Volunteer

We’re looking for a friendly volunteer in our Guildford office on Wednesdays to be the first point of contact for our clients coming in seeking advice.

 What will you do?

• Complete an introduction to Citizens Advice South West Surrey (CASWS)
• Complete required training for your role
• Provide a customer facing reception service to clients who drop in to see us in our Guildford office, including:
  • Ensuring relevant forms are completed
  • Assigning clients to Advisers for more detailed support
  • Booking appointments
  • Monitoring the flow of clients in the drop in
  • Assist clients with form filling
  • Complete day sheets
  • Scan and upload documents to case recording system
  • Write up notes on case recording system
  • When the drop-in service is at full capacity, ensuring that you understand the clients’ issue and support them by providing information, signposting them to another more appropriate organisation or asking them to attend another CASWS drop in.
• Complete administrative duties including:
  • Monitoring emails
  • Processing client enquiries both by email and phone
  • Sending out appointment information
  • Provide Advisers with admin support, where required
  • Other ad hoc tasks to support the day to day running of our service

What’s in it for you?

• gain and build on valuable skills and experience such as communication, IT skills and working in a team
• increase your employability
• contribute to the smooth running of the advice service which makes a real difference to peoples’ lives
• work with a range of different people, independently and in a team.

And we’ll reimburse expenses too.

What do you need to have?

You don’t need specific qualifications or skills, but you’ll need to:

• be friendly and approachable
• be non-judgmental and respect views, values and cultures that are different to your own
• have good IT skills
• be calm under pressure
• be able to demonstrate resilience with challenging clients
• be willing to learn about and follow the Citizens Advice aims, principles and policies, including confidentiality and data protection
• be willing to undertake training in your role

How much time do you need to give?

We're looking for someone who can volunteer on Wednesdays, ideally between 9am and 4pm, though we are happy to discuss volunteering between 9.30am and 3.30pm as well.

Valuing inclusion

Our volunteers come from a range of backgrounds and we particularly welcome applications from racially minoritised people/people of colour, disabled people, people with physical or mental health conditions, LGBTQ+ and non-binary people.

Interested?

If you are interested in becoming a customer service volunteer / reception volunteer and would like to discuss ‘what you will do’ and how we can support you, please get in touch. To express interest and for an Application Pack, please email us. You can find more information on our website - just follow the link from here.