Finance & Investment Support - Institute of Management Services

The Institute of Management Services is both a Company Limited by Guarantee and Charity, established by Royal Charter in 1941. It is the UK’s principal professional body concerned with productivity improvement techniques, collectively known as Management Services; embracing Industrial Engineering, Work Study, Work measurement, Method Study, Organisation and Methods, Systems Analysis and many others.

The Institute is led by a Council formed from its members. The current Treasurer is stepping down this year, and the remaining Trustees do not feel they have enough expertise to manage the Institute finances, including a small investment portfolio. The Institute has total assets of approximately £470,000.

The organisation has no paid staff. There are currently 7 members of Council, but both the Treasurer and Company Secretary are due to step down at the AGM in October 2025. Education activities are the main source of income and are delivered by independent training providers (currently only one is accredited) who pay fees to IMS for each course they deliver. The administration and bookkeeping is outsourced to an independent administration company. The annual audit is conducted by a firm of chartered accountants.

We are looking for an individual who can provide advice and guidance to the new Treasurer and Company Secretary on an ad hoc basis, with an estimated time commitment of 2-4 hours per month. We would like the individual to start as soon as possible to enable a handover from the current post holders.

In addition, the IMS holds 4 meetings per year which the successful individual would be invited to attend (optional). Three of these are online, usually on a Friday morning, and last between 2-3 hours. The fourth is combined with the face-to-face AGM in October, which makes it an all-day event.

All reasonable out-of-pocket expenses will be reimbursed.

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