Pension officer volunteer roles in Milton keynes

Bristol Avon Rivers Trust is a growing charity supported by a skilled team and a large group of volunteers. Our board of six trustees provide strategic oversight, ensure good governance, and are accountable to the Charity Commission for delivering our charitable purpose. With our turnover and impact increasing, we are seeking a new Trustee (Treasurer) to strengthen our financial leadership.

About the Role:

The Treasurer works closely with the CEO and Finance Officer to ensure strong financial governance and effective management of financial risk. You will provide clear financial insight to the board, help shape strategic decisions, and oversee statutory reporting and compliance.

Key Responsibilities:

• Ensure the charity maintains proper accounts and robust financial controls
• Oversee and present budgets, management accounts, annual accounts and financial statements
• Highlight key financial points at the AGM and board meetings
• Review financial performance and support long-term planning
• Lead on finance, reserves and investment policies
• Liaise with the CEO, finance staff, and external auditors/independent examiners
• Oversee statutory submissions to Companies House, the Charity Commission and HMRC

Trustees attend four online board meetings per year plus the AGM, with some additional time needed to review papers.

Who we’re looking for:

We welcome candidates who are:

• Strong communicators able to explain financial information clearly
• Risk-aware and proactive, with a solutions-focused approach
• Collaborative team players who can challenge constructively when needed

Desirable Experience

• Qualified chartered accountant or similar financial qualification
• Audit experience, including managing external audit providers
• Understanding of charity finance, reporting, fundraising, investments or pensions

Why join us?

This is an opportunity to use your financial expertise to support a dynamic charity working in a fast-changing environment. You will play a key role in shaping our growth, strengthening governance, and supporting impactful work for our rivers.

DCF are a small, local, family-founded charity focusing on supporting children and young people's wellbeing. We provide youth groups, workshops and 121 support in schools and in the community. 

We are looking for a Finance Trustee to lead on financial oversight of the charity, set up financial controls and processes and oversee our Treasurer.  

We currently have a lack of financial oversight which impacts on grant applications and planning.  We have a need for trustees with specific skillsets so that each board member can take ownership of their areas related to the charity.  Currently our CEO has a very active role within Board meetings and would benefit from support from proactive members.

We would like to grow the Board and create processes and procedures that diversify our income and sustainability. We currently deliver services in two boroughs (Croydon and Merton) and have a 5 year plan to expand to four boroughs.  

What are we looking for?

This individual should have:

• Knowledge and experience of charity finance practices
• Professional accounting, finance or similar qualification
• Strong understanding of financial management and reporting
• Experience in establishing and setting out strategic goals and direction in organisations
• Ability to explain financial procedures to other Board members
• Experience of providing Governance to organisations 
• Ability to think creatively and strategically, and to exercise good, independent judgement.
• Ability to work effectively as a member of a team.

The role will involve:

• Supporting the Treasurer
• Providing overview of income, expenditure, reserves, balance sheet, and cashflow
• Recording transactions
• Monitoring spend for various projects
• Providing reports to the Treasurer and Board 
• Forecasting project and operational spend with CEO 
• Attending 'monthly' meetings (10 per year)
• Providing information to HMRC and Pension providers 
• Monitoring compliance with local accounting laws and regulations

What difference will you make?

This is an exciting opportunity for someone who is passionate about giving back and helping our future generation of young people.  

In this vital role you will be able to offer your unique skill set to provide invaluable guidance on financial procedures and ways of streamlining processes, therefore enhancing the charity's ability to run smoothly and reach more young people.  We are looking for someone to keep us on track financially as well as helping us to formulate our vision for the future.

Before you apply

• Please provide a cover letter detailing why you are interested in this role and your relevant experience.
• Interviews will be an informal virtual chat with our CEO and then with the wider Board.

Applications are welcomed from people across the Sutton and Croydon Communities. If you live more than 30 miles from these locations, your application is likely to be unsuccessful. Board meetings are in person and on-line so being able to attend is a key part of the position.

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.