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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

Do you have experience in the legal sector and a passion for making a difference? We are seeking a new Trustee with legal expertise to help guide our strategy.

Key responsibilities

Governance and strategic leadership

• Actively participate in Board meetings and relevant Board committee meetings (e.g. Governance), providing objective advice on strategic direction, performance and resources.
• Work with the Chair, Chief Executive and other trustees to ensure the charity maintains the highest standards of governance, complies with all relevant laws and regulations and delivers on its mission.
• Contribute to the development, scrutiny and approval of organisational strategies, major projects and investment decisions, ensuring alignment with long-term goals.
• Champion the charity’s values, diversity and inclusion and ethical standards at all times.

Legal oversight and stewardship

• Support the organisation in complying with its governing documents, charity law, and other relevant legislation.
• Safeguard the organisation’s assets and ensure they are applied exclusively for charitable purposes.
• Support the Board in understanding legal duties, responsibilities, and liabilities.
• Contribute to setting and reviewing the organisation’s strategic direction.
• Monitor performance and ensure accountability across all areas of operation.
• Ensure financial stability and integrity, approving budgets and monitoring expenditure.
• Act as an ambassador for the organisation, promoting its mission and values.

Person specification

• Qualified solicitor or barrister or significant experience in legal practice
• Strong understanding of charity law, company law, compliance and governance frameworks
• Commitment to the organisation’s values and objectives
• Experience and understanding of the role of Company Secretary
• Experience at senior leadership level
• Exceptional communication, influencing and stakeholder management skills.
• Strategic thinker, capable of balancing detail with the bigger picture, and exercising sound independent judgement
• Deep commitment to the mission, vision and values of the charity, including principles of equality, diversity and inclusion.

Time commitment

This appointment requires a commitment to Rennie Grove Peace Hospice Care to attend quarterly early evening meetings of the Board of Trustees and serve on at least one Board committee (Governance Committee), with additional meetings as required.

In addition to attending meetings, trustees will need to make time to read and evaluate papers. All our trustees are encouraged to actively participate and engage in external events and networking to represent and promote the charity, where requested.

Appointments are usually for a term of three years with the possibility of two further three-year extensions by mutual agreement up to a maximum term of nine years.

Remuneration

This is a voluntary, unpaid trustee role. Reasonable expenses incurred in the course of duties will be reimbursed in line with the charity’s policy.

The benefits of joining our Board of Trustees include:

• Professional recognition
• Networking opportunities with fellow trustees as well as access to forums and communities of likeminded trustees at other organisations.
• Training and support to get the best out of the role.
• Career development: Diversify your experience and demonstrate leadership, governance expertise and commitment to public service.

Application process

Please submit a covering letter outlining how your skills and experience would contribute to Rennie Grove Peace Hospice Care in your role as Trustee, together with a recent CV.

The supporting statement should demonstrate why you want to join our charity, your suitability for this role and specifically address the key elements of this role specification.

If your skills and experience fit, you will be shortlisted and final selection will be via a two-stage formal interview process with the Chair of Trustees, Chief Executive and one or two other Trustees.

Deadline for applications: 5pm on Friday 13 February

Interview dates: 26 February and 11 March

Are you an experienced leader with a finance background and the passion for making a difference?

Rennie Grove Peace Hospice Care is seeking a Trustee and Honorary Treasurer to help guide the charity’s strategy including a focus on financial responsibilities. This voluntary role is ideal for someone with strong knowledge of accounting, audit and risk management who can balance strategic thinking with attention to detail. If you are a confident communicator with extensive financial experience and a desire to use those skills to support a local charity, we’d love to hear from you.

Your expertise, insight and judgment could make a real difference to the lives of the local people we support.

Role requirements:

• Extensive senior financial leadership experience
• Strong knowledge of accounting standards, audit and risk management
• Understanding of best practice in governance
• Exceptional communication, influencing and stakeholder management skills
• Strategic thinker with sound independent judgement 
• Commitment to the mission, vision and values of Rennie Grove Peace Hospice Care

The benefits of joining our Board of Trustees include:
• Professional recognition.
• Networking opportunities with fellow trustees as well as access to forums and communities of likeminded trustees at other organisations.
• Training and support to get the best out of the role.
• Career development: Diversify your experience and demonstrate leadership, governance expertise and commitment to public service.