Trustee

Title of role: The Money Charity Trustee

Location: Based at home although the office is in Clapham, London

Working with: Board of Trustees, CEO & senior management team

Hours/days: Approximately half a day to a day a month, including a quarterly board meeting

Purpose of role

Our vision is that everyone achieves Financial Wellbeing by managing their money well. We empower people across the UK to develop the skills, knowledge, attitudes and behaviours to make the most of their money throughout their lives.

We achieve this by developing and delivering products and services which provide education, information and advice on money matters for those in the workplace, in our communities and in education. We also influence and support others to promote Financial Capability and Financial Wellbeing, through consultancy, policy, research and media work.

We have an experienced and passionate board who provide us with expert leadership and governance. However, we are currently lacking trustees with expertise gained in the charitable sector. We are therefore looking for trustees who have executive-level charity or education experience. Ideally we are looking for trustees who have expertise in any of the following: fundraising/income generation, digital marketing, the charity sector and education/teaching. We are not expecting one individual to bring expertise in all areas. But the new trustee(s) should provide leadership and experience to the board on leading and growing a third sector or education-based organisation, as well in-depth expertise to the charity as a whole in at least one of the specific areas of experience above.

What work will I be doing as a Trustee?

• Provide thought leadership and new ideas from the third sector or education sector, contributing a third sector perspective to our board discussions
• Providing expertise on the areas of fundraising, education, digital marketing
• Perform the usual duties of a trustee, including:
  • ensuring that the charity has a clear vision, mission and strategic direction and is focused on achieving these
  • being responsible for the performance of the charity and for its ‘corporate’ behaviour; ensuring that the charity complies with all legal and regulatory requirements
  • undertaking an ambassadorial role for The Money Charity where opportunities arise
  • attending quarterly meetings of trustees
  • avoiding any conflict of interests
  • reflecting annually on the board’s performance and your own performance as a trustee
• As a company limited by guarantee and a registered charity, all Trustees are required to fulfil the legal responsibilities as a trustee, in addition to the legal responsibilities of being a Director of a company in England and Wales

What experience and skills will I need to do this role?

• Successful track record in the areas of fundraising and/or business development in a charitable organisation and/or experience in digital marketing or education
• Experience of working at a senior management/leadership level
• Demonstrable and practical experience of training or coaching to enable others to grow their skills and confidence 
• Extensive networks, with a willingness to draw on contacts as appropriate
• Ability to work as part of a team and willingness to take collective responsibility for the governance of the charity
• Ability to work at a strategic and visionary level whilst understanding the detail and complexities of delivery, with the influencing skills needed to bring staff and stakeholders along with plans
• Ability to analyse risks and opportunities, taking a balanced approach to both

What can The Money Charity offer me through this role?

• Make a significant difference to a charity that is currently developing its next three-year strategy and play a part in developing that
• The unique opportunity to develop existing skills and gain leadership and governance experience as a charity trustee
• Full induction and training given by The Money Charity, including the roles and responsibilities of the Board of Trustees
• Access the training we offer to staff and beneficiaries, including auditing, financial training and shadowing our delivery in schools, workplaces and communities
• Trustee positions are voluntary, however, expenses such as for travel and sustenance and access requirements will be reimbursed where agreed

Application

To apply for the role, submit a CV and covering letter (no more than two sides of A4) setting out how you meet the requirements and why you want to be a trustee of The Money Charity via CharityJob.