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Treasurer for Age Concern Twyford & District

Do you have an interest in helping our charity that supports older people in our community?

If you have a head for financial matters, you could add to and assist our trustees’ management of our finances.                      

Initially set up in 1988, we are an independent local charity (Charitable Incorporated Organisation No. 11163722) that promotes and maintains independent living for older residents in and around our local community. We are not affiliated with any similar organisations, but work closely with other Wokingham Borough-based charities and support organisations.

We provide a Day Centre with activities, lunches and optional take-home meals, activities including arts, singing and dancing, plus a range of support services including assistance with form-filling, handypersons and a listening ear to support families.

In 2024/25, our income was £250k, a small rise on previous years, and our services and facilities remain well-used and very well-appreciated in our community.

The Role

We are a small and collaborative trustee team, working closely with the staff in the centre to provide a service to our local community. Our Board includes some people with experience and skills in the services we provide to older people or other professions, and we’d expect trustees to have empathy with our cause and our beneficiaries. 

Although we’d welcome your financial qualification, that’s not a requirement, as our finances aren’t complex. An understanding of how charity finance works would be beneficial of course, with the ability to communicate financial information clearly, especially to other trustees, being important. Support from our employees is always available, as they will be dealing with the day-to-day finances.

You don’t necessarily need prior experience of charity trusteeship, as advice from local charity-support organisations is always available. Full induction to our organisation will be provided, plus specialist help as a new trustee, including access to external training.

​We are a charity not a commercial business, but we apply business principles to governing our organisation. We are looking for fresh expertise and experience from a variety of backgrounds to our charity. We want to expand the diversity of our Board and strongly welcome applications from people from less-represented groups. 

​The focus of a trustee role is strategic, and trustees will not be expected to get involved in the organisation’s operations on a day-to-day basis; however, contact and liaison with other trustees and employees is expected.   

​We ask for about five hours per month, which includes all meetings, discussions, etc., although that time commitment will rise at year-end and for our AGM.
You will need access to digital communications, as some our charity’s business is run that way.

This appointment is being assisted for us by involve Community Services, a charity-support organisation, who can supply you with a detailed Role Description and Skills Specification, and offer advice about trusteeship, even assist your application. Click "Apply Now" below to find out more.

Do you want to support the running of the charity that supports people in Berkshire’s hospitals?

Are you the person to develop and lead our business opportunities planning, alongside our existing trustees?

You could join the Board of the Friends of Berkshire Hospitals, a charity that improves the experience of patients, visitors, medical staff and others who work in the Royal Berkshire and Wokingham Hospitals.

Our charity grew from a Reading-only organisation set up in 1957, which itself grew from a charitable group in the 1940s. We’re now serving both Reading and Wokingham hospitals, and intend to expand our services and thus our charitable business even further: to better serve all those in the hospitals. Our expenditure in 2024 was £366k, and we have plans to expand our business and fundraising operations outside of hospital premises.

The role and what we are looking for in a new trustee

Trustees are the people who make the top-level decisions for our charity. Our Board includes people with experience and skills in the services we provide to those in hospitals, and we’d expect new trustees to have empathy with our cause and our beneficiaries. 

We are looking for experience of developing a business, not necessarily in the not-for-private-profit sector, identifying new opportunities and relationships, creating and implementing our new marketing strategy.

We are a charity not a business, but we apply business principles to governing our organisation. We are looking for people from a variety of backgrounds to join our charity. We want to expand the diversity of our board, in all meanings of the word, and strongly welcome applications from people from less-represented groups. 

You don’t necessarily need prior experience of charity trusteeship, as full induction to our organisation will be provided, plus specialist support as a new trustee, including access to external training.

If you can think strategically and plan long-term, you have the primary skills needed by our trustees; you’ll also need to be able to work collectively with other Board members.

Trustees are not be expected to get involved in the organisation’s operations on a day-to-day basis; however, regular contact and liaison with other trustees and employees is expected.   

We ask for no more than ten  hours of your time per month, which includes all meetings, discussions, etc.  You will need access to digital communications, as much of our charity’s business is run that way.

How to apply  

This appointment is being managed for us by inVOLve Community Services, a charity-support organisation, who offer a no-obligation discussion by phone or video. A detailed Role Description and Skills Specification is available.

Trustee appointments are subject to satisfactory references.

Your CV or similar will be read by our existing trustees, and an interview offered as soon as mutually convenient.

I need to know more 

Contact Mike Allen via Apply Now, below, for more information and arrange to have a no-obligation initial informal discussion (Teams or Zoom)  

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.