Pension specialists volunteer roles in Birmingham

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.

The Board of HelpAge International has a rich tradition of Trustees who are driven by their commitment and passion to ensuring the rights of older persons are upheld across the world. Serving on the Board of HelpAge offers Trustees a unique opportunity to support and help drive this cause at a global level. The position of Trustee at HelpAge International board is non- remunerative, and all the work that individual Trustees devote to the charity is done on an entirely voluntary basis.

The statutory duties of a Trustee:
HelpAge International is a registered charity in the UK. Under charity law, HelpAge International Trustees have the ultimate responsibility for directing the affairs of HelpAge International, ensuring that it is solvent, well-run and delivering the charitable outcomes for which it was established. In law, the Board of Trustees of HelpAge International have three particular duties – compliance, care and prudence.

Key desirable skills:
HelpAge is now looking to appoint a UK based trustee with expertise in strategic financial management, budgeting and risk management in an NGO setting along with knowledge of UK charity financial regulations and compliance.

Other desirable skills are as follows -
• Trusteeship in an organisation of similar or larger size, together with experience in the implementation of best practices in UK and/or international corporate governance.
• Areas of expertise relevant to HelpAge International’s mission and goals such as gerontology, age discrimination, demography, health, income security, pension policy, climate change, human rights, and gender equity
• Public policy formulation and influencing techniques across parliaments and national assemblies.
• Service provision or policy development at a senior level to older people.
• International development and/or humanitarian assistance at strategic level, particularly planning and delivery of services, governance structures, and financial management.
• Experience working with/in/for networks.
• Active role in/links with academia.
• Influence and links with global humanitarian organisations/networks/policy makers.
• Links/connections with corporate sector and the silver/grey economy.

HelpAge International Trustees are expected to demonstrate all of the following personal competencies and the capacity to apply these to the direction of a large and complex organisation:
• Commitment
• Ability to understand and accept the duties and liabilities of being a Trustee.
• Empathy with the vision, mission and aims of HelpAge International.
• Willingness and ability to devote the necessary time and effort.
• Strategic focus
• Ability to think and apply knowledge strategically.
• Ability to think creatively.
• Ability to keep mission-focused.
• Ability to analyse and evaluate management information and other evidence.
• Willingness to listen and learn.
• Communication and team working
• Ability to communicate clearly and sensitively, and to take an active part in discussions.
• Ability to influence and engage.
• Ability to work effectively in an English-speaking group.
• Willingness to express their own opinion in a reasoned way, while also listening to the views of others.
• Ability to challenge constructively and ask questions appropriately.
• Accountability
• Ability to exercise sound and independent judgement.
• Willingness to make and stand by collective decisions, including those which may be unpopular.
• Ability to manage difficult and/or challenging situations.
• Ability to maintain confidentiality on sensitive information

Time Commitment
The Board of Trustees meets four times a year. 3 of the meetings are for half a day every quarter and are held on line. The 4th meeting is usually a 2 day face to face meeting which takes place in a country where there are partner organisations or network members. Trustees may have to factor in significant travel time, dependent on the location.

Trustees typically devote more time than just the Board meetings; staying connected to the cause of HelpAge International, learning about it and advocating for older persons. Board Trustees are encouraged to be members of at least one Board sub-Committee. Trustees whose current careers are not already steeped in ageing issues often find it is useful to spend time outside of the Board and Board Committee meetings, familiarising themselves with and staying abreast of current population ageing issues.

Board Members are also ‘ambassadors’ of HelpAge International. As such, from time to time they may be called upon to represent the organisation in forums taking place in their region.

HelpAge International’s Support for Trustees
HelpAge International is committed to ensuring each Trustee is given adequate access to the information and tools s/he needs to be an effective Board Trustee. As such, HelpAge ensures that every new trustee is introduced to the organisation through an appropriate and supportive induction process.

In addition, senior staff members of the organisation are a valuable knowledge resource on ageing matters/issues, and the organisational culture is such that opportunities for interaction between senior staff and Trustees are easily arranged. HelpAge also actively encourages those Trustees who wish to attend specific workshops and seminars in order to improve their effectiveness as Board Trustees.

Application
HelpAge International is committed to equal opportunities for all its employees, potential employees and Trustees. It seeks to be an inclusive organisation where there is equal opportunity for all and diversity is embraced.
We believe that diversity is an important factor for accountability and public confidence. HelpAge deliver services and programmes to a diverse range of communities, and our Board should reflect this diversity.

To apply, please submit a CV and covering letter by 14 March 2026, detailing how you fulfil the role description and personal specification.The position of Trustee is voluntary but reasonable expenses will be reimbursed. Please note that this role requires a UK based  with strategic finance specialist skills.