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Treasurer Trustee

Citizens Advice Southampton

Cause

Cause

Location

Location
Citizens Advice Southampton

Role-type

Trustee

Apply by

31 Oct 2025

Time commitment

1-3 hours per week

About the organisation

Citizens Advice Southampton’s incredible volunteers and paid staff help more than 6500 people with 11000 issues every year, providing advice that is free, independent, impartial and confidential.

 

Advice is delivered in person, by telephone and email to members of the public in need of help in areas such as family, immigration and asylum, debt management and welfare benefits, and housing.

 

Citizens Advice Southampton also has specialist projects which include money advice funded by the Money Advice & Pension Service, specialist services funded by Macmillan cancer support and the MS Society and a Home and Well project aiming to help vulnerable people maintain a safe and healthy home. We lead the Southampton City Council funded ‘Advice in Southampton’ partnership, delivering advice services in conjunction with other local charities.

About the role

Working closely with the Chief Executive Officer, you will:

  • explain, guide and advise the other board members on the key assumptions and financial implications of the Citizens Advice Southampton budgets, operational and strategic plans
  • Liase with a Finance Administrator and part-time management accountant who undertake day to day finance activities
  • ensure that the organisation has a realistic budget that meets the services’ needs and maintains an appropriate reserves policy
  • 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

Our ideal candidate

You will not necessarily need to have prior experience of being a Trustee, but we are specifically looking to recruit anyone with relevant financial experience which will support them in their role as Treasurer. You could for example be operating as a Financial Manager or Team Leader within an organisation.

 

Key requirements:

Good organisational and numerical skills.

Ability to work effectively as a member of a team.

Experience developing a strategic vision

Good understanding of risk management and appetite re strategic growth

Good, independent judgement.

Ability to communicate clearly.

Financial qualifications desirable.

Some experience of charity finance, fundraising and pension schemes desirable.

Right to work in UK (we are unable to sponsor a visa for foreign nationals)


What’s in it for you

This is a rewarding voluntary role, where your leadership skills will have a profound impact on your local community.

 

Not only will you directly contribute to the success of this essential charity in supporting the local community, for you personally there are many benefits.

 

Such as;

  • Meet others and build relationships with other trustees, paid staff, volunteers and other community members
  • Build on your governance and leadership skills
  • Comprehensive Trustee Training
  • Experience board level activities within a £1.6m Turnover charity

Apply for the role

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Please provide a short cover note setting out your motivations for volunteering for the organisation, any relevant skills/experience and why you think you might be a suitable candidate.

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