Greenwich, Greater London
Volunteer - no salary
Voluntary, 3 hours per month
Job description

Citizens Advice Greenwich Treasurer

  • Do you want to help the community where you study, live or work?
  • Do you want to make sure you and your neighbours get the advice you need now and in the future?

We’re looking a new Trustee/Treasurer to get involved in leading our charity and helping us develop our advice services. 

Citizens Advice Greenwich is an independent charity and company, but also benefits from being a part of the national Citizens Advice service. We help people to solve problems. Our service provides free, independent, confidential and impartial advice to everyone on their rights and responsibilities.

We provide advice services to people in the Royal Borough of Greenwich.  Services include generalist and debt advice, as well as the Universal Credit Help to Claim service.  We deliver the Seafarers’ Advice and Information Line, which provides advice to seafarers and their families across the U.K.


What will you do?

  • complete an introduction for your role
  • maintain an awareness of how the local Citizens Advice is operating
  • read papers for board meetings and attend 6 meetings per year in addition to leading on any Finance Committee meetings to discuss finances in more detail
  • explain, guide and advise the board on the key assumptions and financial implications of the local Citizens’ Advice budgets, operational and strategic plans
  • ensure that the organisation has an appropriate reserves policy and a realistic budget that meets the services’ needs
  • Supporting any paid finance officer to explain, guide and advise the local Citizens Advice on the approval of budgets, accounts and financial statements with the organisation’s framework
  • present accounts at the Annual General Meeting (AGM) in an accessible way for volunteers and staff
  • ensure that annual accounts are prepared in compliance with SORP (Statement of Recommended Practice) Accounting for Charities and submitted by the deadline to the Charity Commission and/or Registrar of Companies, and make arrangements for them to be audited or independently examined as required
  • keep the board informed about its financial duties and responsibilities
  • monitor the organisation’s income and expenditure position and in conjunction with any paid finance officer present accessible reports at least quarterly to ensure board members understand the accounts and implications
  • understand the accounting procedures and key internal controls to be able to assure the board that the charity's financial integrity is sound
  • work with Citizens Advice staff, such as the Chief Officer or Finance Manager to give information and advice on financial matters


Take an active discussion during board meetings and work with other trustees to:

  • set policy and strategy direction, set targets and evaluate the performance of Citizens Advice Greenwich
  • seek the views of all sections of the community and monitor how well the service meets the needs of the local community
  • ensure that the service plans for the recruitment and turnover of staff and volunteers
  • ensure that all the finances and supporting financial control systems of Citizens Advice Greenwich are in order including that full financial records are kept for all transactions, that money is only spent for the purpose given, and that proper financial controls are in place to safeguard the organisation’s resources
  • monitor the financial position of Citizens Advice Greenwich ensuring that it operates within its means and objectives, ensuring that there are clear lines of accountability for day-to-day financial management
  • review its own work and how effectively it operates including action for improvement


What’s in it for you?

  • make a positive impact for people in your local area by ensuring the local Citizens Advice is sustainable and meeting the needs of the community
  • meet people and build relationships with trustees, staff and other volunteers
  • build on your governance, leadership and strategy skills
  • increase your employability

And we’ll reimburse expenses too.

What do you need to have?

You’ll need to:

  • understand and accept the responsibilities and liabilities as trustees
  • have financial qualifications or experience
  • some knowledge or experience of charity finances, fundraising, financial consequences, and pension schemes
  • be non-judgmental and respect views, values and cultures that are different to your own
  • have good listening, verbal, and written communication skills
  • be able to exercise good independent judgment and if necessary to make difficult recommendations
  • excellent good numeracy skills to understand accounts
  • be able to explain complex financial information in an accessible way
  • be willing to learn about and follow the Citizens Advice aims, principles and policies, including confidentiality and data protection
  • be willing to undertake training in your role


How much time do you need to give?

The Citizens Advice Greenwich Trustee Board meets on Monday evenings six times a year.  There are other occasional meetings.  You’ll be likely to need to give around 2 hours six times a year for Board meetings and you may need to attend other meetings if you’re involved in specific projects or meet with volunteers and staff occasionally within the local Citizens Advice. We can be flexible about the time spent and how often you volunteer so come and talk to us.

Valuing inclusion

Our volunteers come from a range of backgrounds, and we particularly welcome applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, and people from Black Asian Minority Ethnic (BAME) communities.

If you are interested in becoming a trustee and would like to discuss flexibility around location, time, ‘what you will do’ and how we can support you please contact us. 





Refreshed on: 02 January 2022
Closing date: 16 February 2022
Tags: Finance, Trustees

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