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Finance Trustee - Citizens Advice

Citizens Advice South Lincolnshire is seeking a trustee with financial experience 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 will 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. Previous Board experience would be an advantage, but is not essential.

You will guide the Board and the Chief Executive Officer on the key assumptions and financial implications of budgets and plans. You will use your financial knowledge and understanding to oversee the financial management of the charity and advise the Board.

You will monitor the charity’s financial performance and support the CEO and financial team in areas such as budgeting, clear and accurate financial reporting and financial compliance. This is an opportunity for you to:

· join a respected national charity

· make a positive impact for people in your local area, and

· gain valuable board experience and build leadership and strategy skills.

The time commitment is four in-person Board meetings and four or five remote committee meetings a year, a Board Away Day and an involvement of 1-2 days per month with the Finance Team. 

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 short-term; 
prioritising value 
● Interpersonal skills: communicating clearly; listening actively; 
supporting a healthy culture, and 
● Confidence and self-awareness: collaborating with others; treating 
everyone with respect.

In addition, as Finance Trustee you will need:

● financial literacy, including experience of creating and managing 
budgets 
● ability to interpret financial information and communicate it clearly, and 
● strong analytical skills. 

For this role, we also value:

● experience of working in finance, accounting and/or audit 
● experience in charity finance, SORP, or nonprofit financial management 
● familiarity with financial software, and/or 
● experience of Board or committee work.

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. 

Basis Yorkshire is seeking a committed and values-driven individual to join our Board of Trustees as Treasurer. This is an opportunity to support a long-standing, specialist organisation working alongside sex workers and people experiencing sexual exploitation across Yorkshire.

Basis has over three decades of experience delivering trauma-informed, non-judgemental support, advocacy, outreach and education. We work with people across all sectors of the sex industry, as well as young people and adults at risk of or experiencing sexual exploitation. Our approach is rooted in dignity, agency, social justice and harm reduction, with the voices and experiences of the people we support at the centre of everything we do.

As Treasurer Trustee, you will play a key role in supporting the Board’s oversight of the charity’s financial health, sustainability and governance. While professional financial qualifications are not required, we are looking for someone who is confident in scrutinising financial information, asking constructive questions, and contributing to strategic decision-making.

We are particularly interested in individuals who share our commitment to challenging stigma and inequality, and who can bring thoughtful, independent judgment to Board discussions. Previous experience in the voluntary or community sector, safeguarding, or connections to strategic networks in Leeds would be welcomed.

Trustees are expected to attend quarterly Board meetings, contribute to working groups where possible, and engage with role-specific matters between meetings. An enhanced DBS check will be required and arranged by Basis.

We warmly encourage applications from people with diverse lived and professional experiences, particularly those currently underrepresented at the Board level.

Young Enterprise is the UK’s leading youth charity specialising in enterprise and financial education. Our vision is that every young person, regardless of their background, is given the opportunity to develop the skills, confidence, and mindset they need to thrive in work and life.

Since our founding, we have supported 7.2 million young people through enterprise and financial education programmes, including 1.1 million who have started Young Enterprise businesses. As a founding member of Junior Achievement Worldwide, we are part of a global network spanning more than 100 countries, preparing young people for success in a global economy.

We are seeking an exceptional individual to become Chair of our Board of Trustees at a pivotal point in our journey. This is a highly influential role, offering the opportunity to lead our Board, support our CEO and senior leadership team, and champion our ambitious 2024–2030 Transforming Futures strategy.

This strategy aims to ensure that every young person has access to the financial education, enterprise capability, and work readiness they need to succeed, while deepening our impact on those facing the greatest barriers.

We are looking for a strategic and well-connected leader who can:

• Lead and inspire a high-performing, diverse Board of Trustees

• Strengthen relationships with government, policy makers, funders, and corporate partners

• Support fundraising and advocacy through strategic introductions and influence

• Ensure excellence in governance, safeguarding, compliance, and financial sustainability

• Act as a visible ambassador for Young Enterprise nationally and internationally

We are particularly interested in hearing from candidates who bring:

• Significant leadership experience at Board or executive level in charity, corporate, or public sectors

• A strong personal commitment to improving life chances for young people

• Credibility and networks among senior decision makers, funders, or policy influencers

• Strategic leadership and governance expertise

• Experience in fundraising, public affairs, or policy advocacy (desirable)

• An interest in education, youth development, enterprise, or social mobility

Above all, we are seeking someone who shares our vision and values and is passionate about helping young people, particularly those facing the greatest barriers, build successful futures.

The successful candidate will chair six Board meetings per year (primarily London-based), participate in events, visits, and stakeholder engagement, and commit approximately 1–2 days per month. This is an unpaid role, but reasonable out-of-pocket expenses will be reimbursed. The initial appointment is for three years, with the possibility of reappointment for an additional term of three years.

Young Enterprise is committed to diversity, equity, and inclusion, and we strongly encourage applications from individuals whose backgrounds reflect the diverse communities and young people we serve across the UK.

Keeping Young People Safe

We are committed to keeping young people safe. All successful candidates will undergo an enhanced DBS (England & Wales) check and receive safeguarding training.

At Young Enterprise, safeguarding is at the core of everything we do. We are committed to promoting the welfare of children and vulnerable adults. All successful candidates will receive ongoing safeguarding training throughout and be expected to uphold excellent safeguarding practice at all times.

How to Apply:

Please refer to our information pack for full details.

If you would like to play a transformational role in shaping the futures of young people across the UK, please send:

• An up-to-date CV (PDF format)

• A supporting statement (maximum two sides of A4) outlining your suitability for the role, based on the essential criteria in the person specification

Applications should be received by 23:30 on 21 June 2026. Interviews will be held between 29 June and 3 July 2026.

For further information, applicants are encouraged to review Young Enterprise’s Annual Report & Accounts and Transforming Futures Strategy.

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Join us at this exciting moment and help empower the next generation to succeed.