Volunteer roles

Could you look after the finances for the local SSAFA service in your area? You don’t need a military background, just some basic I.T and finance skills. If so, this could be the role for you.

What is a Branch Treasurer?

There are SSAFA branches throughout the UK and overseas. These are divided into small local areas that we call divisions. Each branch has a treasurer overseeing the divisions that, in turn each have a treasurer of their own. This is a key role involving financial planning and financial administration.

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles and fundraisers.

One of the key ways we help people is by tapping into various sources of funding on their behalf. Monitoring and reconciling this flow of funding into and out of SSAFA accounts is important to ensure clients receive timely support and we are able to account for all charitable funds in our care.

When would you be needed and where would you be based?

As part of your local branch, you might have access to an office, but many volunteers are based at home. This flexible role involves using our on-line financial management system and on-line bank accounts and so can be done when and where suits you best. You will need to attend a number of branch committee meetings each year.

What would you be doing?

• Maintaining and reconciling local bank accounts and recording transactions
• Supporting divisions to manage their local finances.
• Making and recording all authorised payments
• Preparing year end accounts and financial statements including arranging an independent review
• Working with the branch secretary, advise on a local fundraising programme to cover branch running costs.
• Identify and manage the return of any surplus monies from grants as appropriate.
• Providing reports to the branch committee and to SSAFA’s Central Office
• Maintaining accurate records using our on-line finance management system
• Being a positive ambassador for SSAFA remembering that anyone you meet could be a potential client, volunteer, or fundraiser.
• Volunteering within the standards and values of SSAFA including observing our policies such as the Volunteering policy and data protection policy (these will be covered in your training and local induction.)

The remit of this role may change over the next 12-18 months depending on the outcome of a trial currently being undertaken.

What can you gain from this volunteering role?

• Gain experience of holding a responsible role in a well-respected charity
• Use your skills, knowledge, and life experience to benefit others.
• Support and friendship from your local SSAFA branch and the wider SSAFA community
• Experience, training and skills that you can highlight on your CV and in job interviews.
• Reimbursement of out-of-pocket expenses
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Role specific training to prepare you for your voluntary role – treasurers webinar (with some pre-course learning), and financial management system training.
• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Support from the branch Chair and the Finance team based as our central office.
• Access to a range of e-learning courses
• Support from the Volunteer Support Manager and the Volunteer Support Team based at our central office.
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable people with some experience of financial administration
• Good written and spoken English.
• Ability to be respectful and non-judgemental with volunteers, other agencies and SSAFA colleagues.
• Ability to send and receive emails – you will receive your own SSAFA email address.
• Willingness to use our on-line banking and on-line finance management system (this is covered in training)
• Reliable attitude: contact volunteers promptly, keep appointments etc.
• Ability to maintain confidentiality and keep information safely.
• Access to public transport or a car to gravel to meetings etc.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? No

Trustee at The Abbeyfield Norwich Society

Do you have a passion for supporting older people? Do you want to improve the lives of people wishing to live together for companionship and support in an independent living arrangement? Have you worked with vulnerable older people and wish to uphold and improve the governance as a trustee? If you do, then The Abbeyfield Norwich Society invites you to apply for the Role of Trustee of the Board.

Located in the beautiful city of Norwich, the only English city that is in a National Park, part of the Norfolk Broads, with the river Wensum winding through the heart of the city, Abbeyfield House is a stunning Victorian property nestled within the magnificent grounds of Norwich Cathedral.

We have been providing sheltered housing in our Grade II listed building since 1973 and have nine good sized rooms each with their own en-suite or designated private bathroom. Our dedicated, caring and professional team of staff make the home friendly and welcoming.

The Abbeyfield Norwich Society is looking to expand its board of trustees, with particular interest in applicants who have knowledge, expertise and a general background in Adult Social Care, supported living and working with older people. Further skills such as a working knowledge of how local authorities, operate and impact on the lives of older people, or legal, financial knowledge.

The main duty for this role is to attend 6, in person board meetings. These may require reading and research prior to the meeting itself, which will be provided for you.

The successful candidate would have an understanding of Abbeyfield England’s ethos, culture, aims and ambitions for older people. As well as an insight into Abbeyfield England, we would expect the successful applicant to have a proven background in a management or senior management setting.

If you believe you have the skills and qualities outlined, we would like to here from you and invite you to complete an application form and send in to -

The Abbeyfield Society Norwich NR1 4EH

Help thousands of older people in Essex live their best lives.

Do you believe every older person deserves to live a happy, connected and dignified life? Join Age Well East as our next Chair of Trustees and lead positive change across one of the UK’s most populous and diverse counties.

Age Well East supported over 4,000 older people last year through nearly 400 volunteers and 23 staff, delivering befriending, benefits advice, social activities, and mental health support. We operate virtually and face-to-face, from our base in Clacton and across the community.

Yet, challenges remain. An estimated 47,000 older people in Essex live in poverty, 29,000 experience loneliness, and we know that in neighbouring Suffolk, 179,000 older people currently have little support

.The Role

We’re seeking a new Chair to guide the next phase of our development. You'll provide strategic leadership, act as line manager to the CEO, and ensure we continue to grow our impact while maintaining strong governance.

The expected time commitment is around 2–3 days per month, aggregated across the month to support flexibility. Board meetings are held quarterly (mostly via video call), with additional engagement as needed.

To ensure a smooth handover, the successful candidate will be invited to Co-Chair alongside our current Chair, Nick Avery. The length of this transition period is flexible and will be tailored to the new Chair’s preference, with full transition expected by early 2026 at the latest.

About You

You’ll share our belief that all older people should be able to Age Well. You’ll be collaborative, values-driven, and a confident leader able to support our CEO and work effectively with our Board. While prior Chair experience isn’t essential, we are looking for someone who has served on a Board—whether in the charity, public or private sector. Fundraising experience is a plus, and so is a strong network or voice in support of older people.

We are looking for committed and compassionate female trustees to join our board and help drive our mission forward, whether you bring professional expertise or or lived experience of abuse.

Who we are

We are an East Sussex based charity and member of Women’s Aid, dedicated to supporting women who have experienced domestic abuse, sexual violence, or other forms of gender-based harm. We provide trauma-informed services, advocacy, and practical support to help women rebuild their lives in safety and dignity. Our charity upholds the principle that survivors deserve access to single-sex spaces, in line with the Equality Act 2010.

The role

Seeking Female Trustees for Lotus, an East Sussex Abuse Charity

Role: Trustee (Voluntary)

Location: East Sussex (Meetings are held in person in Newhaven, with remote access available, and fully remote meetings as needed.)

Time Commitment: Approx. 4–6 board meetings per year, plus occasional involvement in projects or events. Meetings are currently held on weekday mornings to help accommodate women with childcare responsibilities, ensuring greater inclusivity.

​We welcome applications from women who share our commitment to empowering survivors and protecting women-only spaces.

Who We’re Looking For

We welcome applications from women with a range of backgrounds, particularly those with experience in:

• Safeguarding and domestic abuse/VAWG services
• Fundraising and grant applications
• Finance, HR, or charity governance
• Legal expertise (especially in family law, housing, or safeguarding)
• Communications, PR, or digital marketing
• Survivor advocacy and lived experience

You don’t need prior trustee experience – we provide training and mentoring to support your development in the role. If you have a passion for supporting survivors and want to influence real change, we’d love to hear from you.

What You’ll Gain

• The opportunity to make a real impact in the lives of women and girls
• Experience in charity leadership and governance
• A supportive and empowering team of women working towards a common goal
• Training and development to help you thrive in the role

Commitment & Accessibility

We recognise that many women have caring responsibilities or other commitments, so we ensure our meetings are flexible, with remote participation available. We are committed to creating an inclusive and diverse board that reflects the communities we serve.

We are seeking a volunteer Trustee to join the Board of Trustees at WORTH to collectively oversee the administration and financial governance of the charity. The board is our governing body, providing strategy and direction and ensuring WORTH is run according to the rules.

We would particularly welcome applications from individuals with business, finance and fundraising experience in corporate or charity sectors to join us.

About WORTH

WORTH is a charity providing long term aftercare to women affected by Domestic Abuse. We offer clients 1-1 support and a range of wellbeing groups including art, writing, music and self-defence to help rebuild their confidence and self-esteem.

We provide a safe space for clients to share experiences, give and receive practical and emotional support, learn new skills, reduce isolation, build friendships, and give women their voice back. It is a space where women can focus on their future and we can support our clients in their healing, post abuse.

To be able to provide this support we rely on a great team of volunteers with a wide skill set and a whole lot of passion to enable our services to work effectively.

Our Board of Trustees play a vital role in making sure that WORTH achieves its core purpose. They oversee the overall management, administration and governance of the charity. They also ensure that WORTH has a clear strategy and that our work and goals are in line with our vision. Just as importantly, they support and challenge the CEO to enable WORTH to grow and thrive and support more women in need.

Trustee Duties:

• Support and provide advice on WORTH's purpose, vision, goals and activities.
• Approve operational strategies and policies, and monitor and evaluate their implementation.
• Oversee WORTH's financial plans and budgets and monitor and evaluate progress.
• Ensure the effective and efficient administration of the organisation.
• Ensure that key risks are being identified, monitored and controlled effectively.
• Review and approve WORTH's financial statements.
• Provide support and challenge to WORTH's CEO in the exercise of their delegated authority and affairs.
• Keep abreast of changes in WORTH's operating environment.
• Contribute to regular reviews of WORTH's own governance.
• Attend regular Trustee Board meetings and be adequately prepared to contribute to  discussions.
• Use independent judgment, acting legally and in good faith to promote and protect WORTH's interests, to the exclusion of their own personal and/or any third party interests.
• Contribute to the broader promotion of WORTH's objects, aims and reputation by applying your skills, expertise, knowledge and contacts.

As a small charity, there will be times when trustees will need to be actively involved beyond Trustee Board meetings. This may involve scrutinising meeting papers, leading discussions, focusing on key issues, providing advice and guidance on new initiatives, or other issues in which the trustee has special expertise.

What we are looking for

We are looking for people willing to bring energy, enthusiasm and commitment to the role, and who will broaden the diversity of thinking and skills on our Board of Trustees. We are particularly interested in candidates with business, finance and fundraising experience.

Previous governance experience is preferable but not essential. The role is open to remote and local applicants.

Applicant minimum age is 18.

Personal skills and qualities

• Willingness and ability to understand and accept their responsibilities and liabilities as a Board of Trustees and to act in the best interests of the organisation.
• Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member.
• Effective communication skills and willingness to participate actively in discussion.
• A strong personal commitment to equity, diversity and inclusion.
• Enthusiasm for our vision and mission.
• Willingness to lead according to the values of WORTH.
• Commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.
• Knowledge and experience of business, finance and/or fundraising.
• An understanding of Domestic Abuse is an advantage but not essential as training will be provided.
• An understanding of client confidentiality, safeguarding, diversity and inclusivity in the services provided by WORTH.

Terms of office

• Trustees are appointed for a two year term of office, with eligibility to renew and serve for two further terms to a maximum of six years.
• This is a voluntary unpaid position.

Time commitment

• Attending a minimum of six trustee board meetings annually, meetings are held remotely via Zoom once every two to three months.
• Attendance at ad hoc trustee meetings in addition to the minimum six annual meetings.

We are looking for a passionate individual with skills and expertise in Finance/Treasury.

We will welcome applications from anyone who is keen to transform lives and join us on this exciting journey with us. You don’t need prior experience of sitting on a Board, a dance background or specific qualifications to become a Trustee. What matters most is your passion for supporting people with learning disabilities, your commitment to building a more equitable society and your willingness to contribute to our work, our vision and our future success.

Trustees play a crucial role in shaping what we do, helping us stay clear on our purpose and offering ideas that guide our organisation as we grow. We’re looking for Trustees who can bring fresh perspectives and valuable insights from their lived and professional experiences. We want our Board to reflect the diversity of our work, our participants, and our supporters.

We are based in Lancashire, with national and international reach, and we welcome applications for remote Trustees. We currently have Trustees based in Portugal and the Netherlands.

The role of Trustee is a volunteer role and is not accompanied by any financial remuneration, although reasonable expenses for travel may be claimed.

The role requires attendance & contribution at the Annual General Meeting (AGM) and four Board meetings per year (plus any required preparation and pre-reading). Quarterly Board Meetings take place mostly online and periodically in person at a North West location.

There will also be potential additional engagement in strategy work and sub working groups throughout the year and occasional representation of the charity at various events with key stakeholders.

Our vision for volunteering

Volunteering is and always will be at the heart of Cats Protection. It is joyful and inclusive. As a charity, working in partnership, together we transform the lives of cats, people and communities.

The difference you will make to cats and people

At Cats Protection we help thousands of cats each year thanks to our dedicated and passionate volunteer groups and teams, all of which help our cats in different ways. Our treasurer volunteers maintain the finances of local groups and teams, ensuring they hold the funds needed to continue their vital work. Cats Protection relies solely on donations from generous members of the public, and our treasurer volunteers help make sure these funds are spent in the most effective way. 

You can expect us to

• Make you feel welcome, included and respected in line with our values and behaviours
• Support you in having a positive and impactful experience at Cats Protection
• Cover agreed out-of-pocket expenses in line with our Expenses Policy
• Provide you with access to learning, development and engagement opportunities

What we need from you

You’ll be:

•  Preparing budgets
• Keeping accurate financial records
• Reporting financial records via ‘Cashlog’ (Cats Protection supplied software)
• Paying invoices and volunteer expenses
• Being part of a team which ensures there are sufficient funds to meet expenditure
• Updating and advising others on income received, expenditure and available funds
• Managing and monitoring donations made to the group
• Following financial procedures e.g. Gift Aid returns and VAT claims

Time expectation

Our current volunteer treasurers usually spend between 2 to 4 hours per week in this role. More hours may be required at certain times, such as towards the end of the financial year but support is always available. 

You may be just the volunteer we’ve been looking for!

We are committed to building a diverse, compassionate and inclusive organisation where everyone can be themselves and do their best. We are courageous and compassionate in our purpose of helping people see the world through cats’ eyes. Together, we can make a difference. Together, we are all for cats. Join the UK’s leading cat welfare charity and help make a better life for cats, because life is better with cats.

The Finance Trustee will participate in all areas of our governance but take a special interest in the financial  strategy and governance. They will use their sound financial skills and experience to support the Board’s understanding and interpretation and to ensure legislative compliance.  Knowledge of UK wide midwifery provision would also be an advantage but not essential.

The Finance Trustee will support the Board to oversee the financial matters of the charity in line with good practice, the Articles of Association and legal requirements, The Finance Trustee will ensure that effective financial measures, controls and procedures are put in place and are appropriate for the charity.

The Finance Trustee should adhere to the role description of a trustee and in addition has the following key responsibilities:

• To support the Board to oversee and to ensure appropriate presentation of budgets, accounts, management accounts and financial statements.

• To ensure appropriate presentation of accounts and records, ensuring that financial resources are spent in accordance with the charity’s policies, good governance, legal and regulatory requirements.

• Liaising, where applicable, with the Chair or other appropriate members of staff and supporting on financial matters

• Supporting the Board to monitor the financial viability of the charity.

• Creating in conjunction with relevant trustees and staff sound financial processes and procedures for the control of the charity’s assets.

• Advising on the financial implications of the charity’s strategic plan.

• Reviewing the annual accounts are, where applicable, liaising with the charity’s external bookkeeper to ensure the accounts are compliant with the current charities’ SORP.

• Ensuring that sound financial management is maintained and ensuring expenditure is in line with the charity’s objects.

• Authorisation of charity expenditure and banking transactions set up on online bank accounts

• Liaison with the fund manager responsible for the charity’s investment portfolio - we are currently working towards an ethical investment portfolio and the Finance Trustee is leading on this

• Oversight of payroll, HMRC reporting and operation of auto-enrolment pension scheme for all members of staff

• The Finance Trustee will need to attend the following meetings (all meetings with the exception of the October AGM/Board meeting are held online)

  2 Board meetings (March and October - which is the AGM/Board meeting)

  1 business meeting held in the summer 

  3 Finance sub committee meetings held approximately 10 days before the Board/Business meetings

  The Finance Trustee also sits on the newly established Fundraising Sub Committee (meeting schedule to be agreed).

• Desirable skills (trustee)

• Make your own views known and make decisions in a group environment, in line with strategic objectives 

• Listen intently, carefully and objectively 

Finance Trustee additional criteria

Essential

• You must have a Bachelor’s degree and be either ACA or ACCA qualified or equivalent with 10 years PQE UK experience.

• Expertise in Finance and relevant UK regulations

• Personal Integrity

• Excellent written and verbal communication skills

• Strong analytical and problem-solving skills

• Convey ideas, information and opinions clearly and concisely 

• Work as a team with the chair, fellow board members and members of staff 

• Challenge the views of others appropriately

•  Commitment and ability to work and effectively as a member of a team.

Desirable

• Experience working at board level with small non-profit organisations.

Cedarwood Festival is seeking a new Treasurer to join the growing board team for 2025 and beyond. The new member will play a key role in the growth of the organisation and join an experienced team, passionate about the expansion of the gospel and unity in the north of England. 
.
.

Role Purpose: 

Responsible for the overall financial health and compliance of the organisation. Producing financial reports, developing strategies to support the charity objectives.  Guiding and advising Trustees in making sound business decisions in the long and short-term. 

Role Duties: 

• Monitor the financial operations with event director, such as payroll ifapplicable, invoicing, and other transactions.

• Monitoring and managing cashflow, forecasting, income and expenditure. 

• Oversee outside services for tax preparation, auditing, banking, investments, andother financial needs as necessary 

• Track the company’s financial status and performance to identify areas forpotential improvement 

• Seek out methods for minimising financial risk to the company

• Produce financial reports for Trustees 

• Provide insightful information and expectations to Trustees to aid in long-term andshort-term decision making 

• Review financial data and prepare monthly and annual reports as appropriate

• Present financial reports to Trustees and stakeholders as relevant and appropriate.

• Stay up to date with technological advances and accounting software to be usedfor financial purposes 

• Establish and maintain financial policies and procedures for the company

• Understand and adhere to financial regulations and legislation. 

Desired Skills & Qualifications: 

Experience in organisational accounting and finance. Over 5 years’ experience in a  similar professional or voluntary finance role; general management and/or leadership  skills and experience; understanding of data privacy standards; good communication  skills, both written and verbal; good understanding of business principles and practices;good attention to detail; organisational skills; good computer skills; integrity, honesty.

Communication & Location: Most communications will take place via zoom and occasionally in person in the north east of England. Desired location would be north east of England to meet with team easily if needed but not essential.

Job Type: Part-time – Volunteer.

Reporting to: TRUSTEES

Essential qualities: You will be a committed Christian and share the vision and values of Cedarwood Festival that can be found on the website.

Our partner is a legal charity committed to alleviating poverty and helping citizens create a fairer and more just society, by providing free, community based legal advice on issues affecting the day-to-day lives of people living in North Wales.

They are seeking a new Treasurer, with suitable accounting and finance experience as well as energy and enthusiasm, to provide board level insight and scrutiny of financial plans, processes and decision making.

The post holder will inspect and authorise fortnightly payments, review and approve the organisations financial statements, and oversee financial plans and budgets and monitor and evaluate progress. Previous governance experience is not required, and a full induction and training will be provided.

The board meets 4-6 times a year, usually remotely in the evening, with one annual in-person away day in North Wales. The total estimated time commitment required for the role is approximately 5 hours per month.

_________________________________

For more Trustee and Treasurer roles please visit the AfID website.

This is an exciting opportunity to get involved as a Finance Trustee in an engaging, decision making role in a charity that inspires and empowers young disabled adults to live fulfilling, independent lives – promoting personal development through the arts.

About the Orpheus Centre

The Orpheus Centre is a charity and college which supports young disabled adults aged 18-25 to learn essential life skills, gain formal qualifications and prepare for future employment.

There are currently 66 students with 21 living on site in Godstone, Surrey. Students come from across the UK and all have a love of the arts.

Started by lyricist and musician Sir Richard Stilgoe, the organisation offers learning, care and development opportunities at the college and in the wider community, working with professional artists, businesses and other charities.

The overall aim is to equip the students with the skills they need to live as independently as possible and to pursue their chosen careers.

Our core values are to be Joyful, Bold, Inclusive, Resilient and Determined. These values are the foundations for all our work and are what the organisation stands for.

Why should you apply?

Orpheus is a vibrant Independent Specialist college for young disabled adults who have a passion for the arts and a desire to live independently. Orpheus believes that disabled people should have the same opportunities as their non-disabled peers.

The Board of Trustees are looking for a new Trustee who is passionate about our vision to empower and equip young disabled people with the skills and confidence they need in order to live independent and fulfilling lives in the community.

Time commitment

The time commitment is between 7 and 12 days per annum, including four Board meetings including the AGM (mainly in person), four committee meetings (mainly virtual), one or two awaydays and ad-hoc attendance.

What will you be doing?

The Board of Trustees is responsible for the overall governance and strategic direction of Orpheus, developing the organisation’s aims, objectives and goals in accordance with the governing document and with legal and regulatory guidelines.

The role of the Finance Trustee includes all the above, but with a particular focus on the financial stability and wellbeing of the Orpheus Centre. As a member of that committee, you will play a full and active part in the work of the Finance and HR Committee, and in ensuring that the Board fulfils its responsibilities for the governance of the Orpheus Centre in relation to finance and HR. You will also work closely with the Chief Executive, Director of Finance & Operations and Head of HR (as well as with the Board Chair and the committee Chair) to support them in achieving the aims of the Orpheus Centre in the areas of finance and HR.

Your responsibilities will include:

• monitoring the charity’s financial management, and seeking assurance that ensuring expenditure is in line with Orpheus objects;
• liaising as necessary with the Chair of Trustees, Chair of Finance and HR Committee, Chief Executive, Head of Finance and Head of HR;
• supporting the Finance and HR Committee and Board to monitor Orpheus’ financial viability;
• monitoring the financial processes and procedures for the control of Orpheus’ assets;
• advising on the financial implications of Orpheus’ strategic plan;
• reviewing the annual accounts and, if necessary, liaising with the Orpheus Centre’s external auditors to ensure the accounts are compliant with current SORPs;
• reviewing the auditors' representation letter and monitoring and advising on any necessary remedial measures;
• ensuring that you undertake a thorough induction programme;
• monitoring progress in implementing decisions taken at committee meetings and keeping in close touch with the work of the Finance and HR Departments in general – while always respecting the boundary between the respective roles of executives and non-executives; 
• assessing and monitoring risks relevant to the finance and HR functions of the Orpheus Centre;

and

• monitoring and scrutinising performance data within the Finance and HR Departments.

How to apply

If you wish to apply for this position, please supply the following:

• A detailed CV setting out your career history, with responsibilities and achievements.
• A covering letter (maximum two sides) highlighting your suitability for the role and how you meet the person specification. Please note that the covering letter is an important part of your application.
• Contact details of two professional referees together with a brief statement of their relationship to you and over what period of time they have known you; referees will not be contacted without your prior consent.

If you have any questions or would like to arrange a call to discuss the role, please contact the Orpheus Centre to speak to our Head of HR.

The Orpheus Centre is proud to be a disability confident employer

We have made a positive commitment to employing disabled people. Reasonable adjustments will be made to the recruitment procedure as required in consultation with the applicant to ensure no-one is disadvantaged because of their disability. If a disabled person is selected for a position, reasonable adjustments will be made to the workplace, including premises and equipment, work duties and practices or policies, as appropriate. All disabled applicants who meet the minimum criteria for the role as set out in the role profile and person specification will be considered for interview.

As a Disability Confident Employer, we are:

• Challenging attitudes towards disability
• Increasing understanding of disability
• Removing barriers to disabled people and those with long-term health conditions
• Ensuring that disabled people have the opportunities to fulfil their potential and realise their aspiration

e are delighted to be working with Restore, an Oxfordshire-based charity that has been offering employment support to people with mental ill-health since 1977. Restore supports people - through recovery groups, coaching and learning - to take control of their own recovery, develop skills, and progress towards their own goals to live more fulfilling lives. It works within the community to increase knowledge, awareness and reduce stigma associated with mental ill health. Restore is also home to the Oxfordshire Recovery College for therapeutic peer learning and is an expert provider of formal mental health training.

Restore are now seeking to appoint a Treasurer, to join the Board to support the organisation to achieve its goals. They will have a strategic role ensuring that the organisation complies with its purpose, charity law and company law and that the organisation pursues its objectives as defined in its governing document.

The Treasurer will have relevant accounting/finance experience to oversee all financial aspects of Restore, on behalf of the Board, to ensure its short and long-term sustainability. They will partner with the CEO and Head of Finance and Administration, along with chairing the Finance sub-committee to ensure that Restore operates within the financial guidelines set out in current legislation, by the charity commission and in Restore’s governing document.

Aside from specialist skills, the successful candidate will need excellent communication skills with great leadership qualities, the ability to confidently lead the Board, promote a collaborative team, deliver the vision of the charity and bring people together.

The successful candidate will need these essential skills:

• Some Board-level or governance-related experience
• Strategic vision and sound independent judgement
• Creative thinking and problem solving
• An understanding of legal duties, responsibilities and liabilities of trusteeship
• A commitment to and passion for Restore’s aims and objectives 
• Integrity, objectivity, accountability, honesty and leadership.

Restore has been a fairly diverse board over the years and are still looking for ways to improve. The Board recognises the need to be entirely representative of the community it serves in Oxfordshire and is keen for the board to reflect it. We welcome and encourage adult applicants of all ages, gender, ethnicity, sexuality, sexual orientation, socio-economic background, religion, neurodiversity and lived experience. 

Time Commitments:

You’ll need to be able to:

• Attend quarterly board meetings from 4:30pm to 7pm. 
• Attend the Annual General Meeting (AGM) alongside the CEO once per year.
• The Treasurer will Chair the Finance Sub Committee
• Trustees will join a Sub Committee linked to skill set, in order to get a proper feel for what is going on and contribute to discussion and decision-making.
• Make visits to recovery groups and head office teams to ensure you stay close to the services we are providing
• Correspond by email to discuss items and make decisions between meetings
• Attend other activities/fundraising events. 

Meetings are currently hybrid, where attendance can be in person or online. Restore are aware that people who are working full-time or have family/other responsibilities may not always be able to travel to the meetings in person. It is important that Trustees are able to visit services, attend at least some meetings in person and have a connection with the community to which we deliver services. With this in mind, it’s unlikely that you will be based outside of Oxfordshire and its surrounding counties. 

Tenure:

Trustees can join at any time during the year but are formally appointed at the November AGM for a three-year term at a time which can be extended twice (plus an extra year by agreement).

If you feel you have a passion for mental health and the aims of this charity, we would like to hear from you. For more information, please contact Sandra Smith, Associate Director, Charisma Charity Recruitment. Your application should be submitted through the Charisma website and include your CV and supporting statement.

Closing date: 5 June 2025

Dear Prospective Trustee

Thank you for your interest in Citizens Advice Merton and Lambeth (CAML). This pack sets out more information about the charity, the board, the role of a trustee, and how to apply.

We are excited about the future and are looking for energetic, talented and committed individuals to help support the charity as trustees to continue its incredible work for the people of Merton and Lambeth.

What we do

CAML is one of the busiest advice charities in London.  We support individuals and families who live, work or study primarily in the London Boroughs of Merton and Lambeth and also elsewhere (dependent on service).  We also work to raise awareness and understanding of the challenging issues affecting individuals and our communities.

We were one of the first Citizens Advice services to open our doors over 85 years ago. We have had an extremely busy few years, with individuals and families increasingly seeking our support with the cost of living crisis.  Our support and services are as important today as they were when our work began.

We are part of the national Citizens Advice network of over 240 local charities that deliver advice across the country.

In FY 23/24, we supported over 25,000 individuals.  Our information, support and advice services are provided via telephone, online, video conferencing and face-to-face.  We provide face-to-face support from two CAML offices and multiple outreach venues in local communities.  Our aim is to empower people to better help themselves, but we are always here with further support if needed. 

CAML in 2025

CAML is at an important point in its history. Demand for our services continues to accelerate as high levels of hardship become an established reality for many people living in our boroughs.  The two boroughs we serve contain pockets of wealth and affluence, but also feature areas of significant poverty and deprivation where our services are most depended upon.

At the same time, similar to many charities, we face funding challenges – not least given the majority of our funds come from our local authorities. Our current turnover is over £1.2m a year. Like others, CAML faces funding challenges often related to changes in central government policies and local government financial challenges, with a need to look at new ways of diversifying income streams.

The organisation has a strong foundation from which to deliver in this difficult environment – particularly with a team that is committed to our clients and expert in giving quality advice. We also have positive working relationships with our funders, councils and partners, and a strong local reputation.

Our leadership

The operational leadership and management of CAML is carried out by our CEO, Simon Shimmens, with three senior managers and a team of around 40 staff and 20 volunteers. Short biographies of our existing trustees are available on our website.

The role of the Board

Each trustee has a responsibility to contribute to discharging the Board’s responsibilities. We do this by:

● Regularly preparing for, attending and participating in meetings

● Understanding the business of CAML

● Contributing to setting policy and strategic direction, defining goals, setting targets and evaluating performance

● Monitoring our services, ensuring compliance with our governing documents and policies and monitoring maintenance of Citizens Advice standards

● Monitoring the charity’s financial position and ensuring it operates within its means and delivers on its objectives with clear lines of accountability for day-to-day financial management

● Supporting the charity’s development through participation in agreed projects

● Actively seeking to further CAML’s strategic objectives and acting in its best interest at all times

Above all we are looking for people with strategic vision and independent judgement who together can support the charity and its executive team. As trustees we are visible to our staff and volunteers, engaging and recognising the excellent work they do. Each trustee is expected to spend time with service delivery staff and volunteers, ideally at least once a year. 

You will be a genuine team player, able to support colleagues, input constructively and positively to discussions and to support and uphold collective decisions. 

As a trustee you will support the charity’s values and objectives and will act as a positive and genuine advocate promoting the work of the charity within your personal networks and to the wider world. 

The commitment we need

Each trustee attends quarterly Board meetings and is a member of one of the delegated authority sub-committees – Finance and People – which also meet once a quarter.

While the precise nature will differ month-to-month, this is likely to average at eight to ten hours a month. This allows for board and committee meetings, reading papers in advance of these, ad-hoc actions and discussions, and visiting CAML’s services.

Board meetings are currently held in person in our Mitcham Office, with sub-committee meetings held remotely. Across the Board, we attend key events such as Volunteers’ Week and charity events/activities.

Particular skills/experiences we’re seeking

We are looking to recruit two new trustees to join our strong and dynamic Board.

We would particularly welcome applications from those with skills and experiences to help complement the current Board. Our priority recruitment areas are:

●HR: We are committed to ensuring the highest standards of governance in policies and practice related to employee relations, recruitment, retention, reward and recognition as well as staff and trustee training and development. We are seeking a trustee with senior HR experience to support the strategic oversight of our People approach.

●Accountancy: Financial oversight is an integral part of a well-functioning trustee Board. We are looking to further bolster this expertise within the Board to provide support for our Treasurer if required.

●Pensions: CAML has a legacy Defined Benefit pension scheme (closed to new entrants) and a Defined Contribution scheme. We are looking for an individual with actuarial or pension trustee skills to advise the Board with regard to our pension schemes, and whether we should be looking to make any changes.

●Legal: We are looking to further expand our legal expertise on the Board. We particularly welcome interest from individuals with experience in charity law however all applicants with legal experience are welcomed.

In addition to these skills, we would welcome applications from candidates with previous trustee experience and/or applicants who may be open to taking on the role of Vice-Chair (further information can be provided on this if requested).

The benefits of being a trustee with CAML

Although the role of a trustee is unpaid (reasonable out of pocket expenses are reimbursed), there are many reasons to join us, including:

● Being a trustee is one of the most powerful ways in which you can contribute to your local community and to a cause you care about.

● Corporations of all sizes take voluntary and community enriching activities seriously with trusteeship considered an effective method of professional development and community engagement.

● Being a trustee is a fantastic way of developing your strategic experience and oversight, giving you the opportunity to develop your critical thinking, problem solving and analytical skills.

● Being a trustee can open up your professional network.

How to apply

Follow the link to our website and complete the relevant documents at the bottom of the advert.

We are recruiting on a rolling basis and are considering applications as and when we receive them. This recruitment remains live until 30th June 2025.

All applications are considered by a trustee panel, with shortlisted candidates then invited to an interview, to take place within a month of receiving their application. 

We are registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored.

Position: Chair of Trustees

The Board of Trustees is the ultimate governance body for the organisation, serving as stewards of the organisation’s resources, and is ultimately responsible for Self Help UK’s strategy, operations, adherence to law and regulation, and financial management. The Trustees serve on a voluntary basis and currently meet virtually every 6 weeks.

Chair Responsibilities: The Chair leads the Board of Trustees and works closely with the Charity’s Chief Executive and Senior Management Team to achieve its goals. The Chair is responsible for key areas, including:

Strategy and Governance

• Ensuring that the Board operates effectively in the consideration, iteration, and approval of the organisational strategy in support of the charity’s mission and values.

• With Trustees, ensuring that the charity operates efficiently and effectively to fulfil its objectives

• Safeguarding the interests of the charity’s beneficiaries and providing oversight of stakeholder interests • Maintaining high standards of governance and risk management.

• Ensuring that the Board is as diverse as possible and provides the range of knowledge, skills, and experience necessary to deliver the charity’s aims.

• Ensuring the organisation is accountable and transparent in its activities.

• Maintaining compliance with relevant charitable and company legislation.

• Oversight of the Sub Committees of the board.

• Ensuring a high-performing and effective board by committing to regular appraisal and review of Trustees and board performance (including managing retirements and resignations of Trustees).

Guidance and support to the Chief Executive

• Appointment of the Chief Executive and approval of Chief Executive’s salary with the Trustees.

• Line management of and work in partnership with the Chief Executive to support them in achieving the aims of the charity.

• Support and guidance on operations, including personnel management.

Financial

• Ensuring, with the Board, sound financial oversight, including review and approval of the annual budget

• Oversight of high standards of financial management

Advocacy and fundraising

• Using personal and professional networks to help the executive with access to potential donors and supporters, including governments, international bodies, corporations, trusts and foundations, NGOs, and individuals.

• Advise and assist in raising and maintaining the charity’s profile in the UK and internationally.

Lead Board Meetings:

• Lead all aspects of meeting management.

• Encouraging discussion at Board meetings, summarising key points and ensuring decisions are made and implemented.

Remuneration: Unremunerated, but reasonable travel expenses will be reimbursed

Time Commitment: Estimated at 2 days per month, but some flexibility and the ability to offer more time on occasion are required.

Standard commitments include:

• Attending Board meetings every 6 weeks. Currently, meetings are held via Zoom

• Attendance at subcommittee meetings as necessary

• Monthly scheduled meeting with the CEO, with flexibility to respond swiftly to the occasional ad hoc issue.

• Attending, as a minimum, an annual half-day strategy session and other face-to-face events as required.

Qualities of a Chair

Essential

• Understanding and acceptance of the legal duties, responsibilities, and liabilities of Trusteeship and adhering to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty, and leadership.

• Commitment to the charity’s objects, aims, and values and willingness to devote time to carry out responsibilities. • Strategic and forward-looking vision in relation to the charity’s objects and aims.

• Good, independent judgement, political impartiality and the ability to think creatively in the context of the organisation and external environment.

• Good communication and interpersonal skills and the ability to respect the confidences of colleagues.

• Balancing tact and diplomacy with willingness to challenge and constructively criticise.

Desirable

• Prior experience of committee/trustee work.

• Knowledge of the type of work undertaken by the organisation.

• A wider involvement with the voluntary sector.

• Experience of chairing meetings, committee work, some experience of charity finance, charity fundraising.

• Leadership skills exercised through a period change.