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- Tasks: Join the Board of Trustees to guide caba's mission and oversee investment strategies.
- Company: caba is an occupational charity supporting the ICAEW community's wellbeing and resilience.
- Benefits: Enjoy training, strategic decision-making opportunities, and reimbursement for reasonable expenses.
- Why this job: Make a real impact in the finance sector while developing your skills in a supportive environment.
- Qualifications: Long-term investment management expertise and a commitment to caba's mission are essential.
- Other info: Meetings are hybrid, with opportunities for offsite strategy days and diverse team collaboration.
The predicted salary is between 36000 - 60000 £ per year.
As an occupational charity, caba helps the ICAEW community thrive by equipping individuals with the practical, emotional, or financial tools to manage whatever’s in front of them, from everyday situations to exceptional life-changing circumstances.
We want everyone in our community to thrive, but sometimes things get in the way or they’re too overwhelming to handle. Whether it’s the everyday or exceptional, expected or out of the blue, we’re there for our beneficiaries, whether they’re an ACA student, an existing or former ICAEW member or a close family dependent.
We do this through offering innovative solutions in supporting our membership in all aspects of their wellbeing be it physical, mental or financial, and also relationship, carers and careers support.
Role specification
caba’s Board of Trustees currently comprises 15 members. They include experienced individuals with high-level expertise in a variety of roles within the finance industry, including audit and assurance, investments, operational risk and tax as well as business development and equality, diversity and inclusion.
The overarching purpose of the Board of Trustees is to ensure that caba applies its resources to deliver its charitable objects, complies with relevant laws and regulations, safeguards its assets and is well run. Their focus is on guiding the long-term direction of the charity, helping it to comply with its Articles of Association.
Person specification
We\’re looking for someone with long-term investment management expertise to join our Board and also join the Investment Committee. Candidates will have had oversight of investments with long time horizons, such as endowments, and be comfortable with an appropriate approach which produces reliable and sustainable returns. On a personal level, the successful candidate will be committed to caba\’s mission, with a willingness to speak their mind as well as good, independent judgement.
Current Board composition
Ken Coppock (Chair – retiring from the Board in September 2025)
Roger Merchant (Deputy-Chair – Chair effective from September 2025)
Phillippa Seagers
Fay Ashwell
Angela Catlin
Toby Bushill
Colin Williams
Isabel DiVanna (standing down from the Board in September 2025)
Laks Mann (standing down from the Board in September 2025)
Anne Davis
Anokhee Davda
Helen Gale
Sahil Bhardwaj
Andrew Wauchope
Rupert Terry
You can find out more about the Board here:https://www.caba.org.uk/about-us/trustee-committee-members.html
Terms of appointment
The Board meets four times per year plus a full day strategy away day. Trustees are appointed for a three-year term, renewable for a maximum of two additional three-year terms.
The majority of Board meetings are held at our offices in Rugby and are often run in a hybrid way, however, the Board does also meet in London on some occasions and the strategy away day is held offsite at a different venue each year. All Investment Committee meetings are held in London.
As a trustee you will have:
- induction, training and reasonable expenses reimbursed
- opportunities to make strategic decisions and develop new skills
Diversity
We would like to ensure that all candidates are able to participate fully in the selection process. Therefore, please advise us of any additional assistance we may be able to provide for you.
Process
If you would like to know more please contact Wendy Medlicott, Executive Officer, on01788 556366or emailwendy.medlicott@caba.org.ukwho can arrange an informal discussion with our Chief Executive, Cristian Holmes, and explain how to apply.
All successful applicants are subject to a satisfactory enhanced check with the Disclosure and Barring Service (DBS).
Closing dates for applications: 8 August 2025
Interview dates to be confirmed
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caba Trustee & member of Investment Committee - helping the ICAEW community thrive employer: Business & Human Rights Resource Centre
Contact Detail:
Business & Human Rights Resource Centre Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land caba Trustee & member of Investment Committee - helping the ICAEW community thrive
✨Tip Number 1
Familiarise yourself with caba's mission and values. Understanding their commitment to supporting the ICAEW community will help you align your own experiences and motivations with their goals during discussions.
✨Tip Number 2
Network with current or former trustees and members of the Investment Committee. Engaging in conversations with them can provide valuable insights into the role and expectations, as well as potentially securing a referral.
✨Tip Number 3
Stay updated on trends in investment management, particularly those relevant to long-term strategies. Being knowledgeable about current market conditions and sustainable investment practices will demonstrate your expertise during interviews.
✨Tip Number 4
Prepare thoughtful questions for the interview that reflect your understanding of caba's challenges and opportunities. This shows your genuine interest in the role and your proactive approach to contributing to the Board's strategic direction.
We think you need these skills to ace caba Trustee & member of Investment Committee - helping the ICAEW community thrive
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Trustee position. Understand caba's mission and how your investment management expertise aligns with their goals.
Tailor Your CV: Highlight your relevant experience in investment management, particularly any oversight of long-term investments. Make sure to showcase your commitment to charitable work and any previous board experience.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your passion for caba's mission. Discuss how you can contribute to the Board and the Investment Committee specifically.
Proofread and Edit: Before submitting your application, carefully proofread all documents. Ensure there are no spelling or grammatical errors, and that your application presents a professional image.
How to prepare for a job interview at Business & Human Rights Resource Centre
✨Understand caba's Mission
Before the interview, make sure you have a solid grasp of caba's mission and values. Familiarise yourself with how they support the ICAEW community and be prepared to discuss how your expertise aligns with their goals.
✨Showcase Your Investment Expertise
Be ready to discuss your long-term investment management experience in detail. Highlight specific examples where you've overseen investments with sustainable returns, as this will demonstrate your suitability for the Investment Committee.
✨Prepare Thoughtful Questions
Think of insightful questions to ask during the interview. This shows your genuine interest in the role and helps you understand how you can contribute to the Board's strategic direction.
✨Exhibit Independent Judgement
During the interview, convey your ability to speak your mind and provide independent judgement. Share instances where you've made tough decisions or provided critical insights that benefited your previous organisations.
