Strategic Finance Trustee for a National Charity

Strategic Finance Trustee for a National Charity

Full-Time 35000 - 45000 £ / year (est.) No working from home possible
Citizens Advice

At a Glance

  • Tasks: Join our Board as a Trustee to shape financial strategy and governance.
  • Company: Citizens Advice, a leading UK charity empowering individuals with trusted advice.
  • Benefits: Make a national impact while contributing to a respected charity's future.
  • Other info: Diverse and inclusive team culture, with opportunities for personal growth.
  • Why this job: Use your finance expertise to support a vital public mission.
  • Qualifications: Professional finance leader with experience in strategic decision-making and governance.

The predicted salary is between 35000 - 45000 £ per year.

Citizens Advice offers confidential advice online, over the phone, and in person, for free.

Through our national network of charities, we give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem.

We are Citizens Advice—the people’s champion.

We empower individuals with the knowledge and confidence they need to move forward, no matter who they are or what challenges they face.

Help shape the future of Citizens Advice

Citizens Advice is one of the UK's leading charities, providing trusted advice to millions of people every year.

We're looking for an experienced finance leader to join our Board as a Trustee, helping to ensure we remain financially resilient, well governed and able to deliver lasting impact for the people and communities we serve.

This is an opportunity to contribute your expertise at the highest level of the organisation, influencing strategic decisions and supporting the long-term sustainability of a charity with a vital public mission.

About the role

As a Trustee, you'll work alongside fellow Board members to provide strategic direction, effective governance and constructive challenge.

You'll help ensure Citizens Advice continues to deliver on its purpose while remaining financially strong and well positioned for the future.

We are currently seeking a Trustee with significant financial expertise who can bring strategic insight to the Board and support our approach to financial governance, sustainability and long-term planning.

Subject to approval by our membership, the successful candidate may also be appointed as Treasurer of the charity.

About you

You'll be a professionally qualified finance leader with substantial experience of leading finance within a large and complex organisation.

You'll bring

  • Significant experience of developing and delivering financial strategy and governance.
  • A strong understanding of high-performing finance functions, including financial planning, budgeting and forecasting.
  • The ability to support effective strategic decision-making through sound financial oversight and insight.
  • Experience of strengthening financial sustainability and diversifying sources of income.
  • A track record of coaching and supporting senior finance professionals.
  • The ability to explain complex financial issues clearly and confidently to senior leaders and Boards.

Previous non-executive or Trustee experience is welcome but not essential. We value the different perspectives and experiences that people bring to our Board.

  • We're looking for someone who is
  • Passionate about the mission and values of Citizens Advice.
  • A collaborative and inclusive leader who values openness and partnership.
  • An excellent listener who builds trust and strong relationships.
  • Able to provide constructive challenge with diplomacy and respect.
  • Someone who demonstrates integrity, authenticity and sound judgement.
  • Ambitious about the difference Citizens Advice can make for people and communities across the UK.

As a Trustee, you'll have the opportunity to make a meaningful contribution to one of the UK's most respected charities.

Your expertise will help shape strategic decisions, strengthen our financial future and ensure Citizens Advice continues to provide trusted advice for generations to come.

If you're an experienced finance leader who wants to use your skills to make a national impact, we'd love to hear from you.

Equity, Diversity and Inclusion (EDI) is of strategic importance within the organisation and recognised as integral to all we do as a service.

Central to pursuing our EDI mission is building diverse and inclusive teams in which everyone has a sense of belonging.

We believe inclusion is a social justice issue - a principle that underpins our all EDI work.

To that end, we particularly welcome applications from people we would like to see better represented in our organisation and sector - people of colour, LGBTQ+ people and disabled people.

We follow the social model of disability.

We will offer an interview to disabled candidates who indicate they wish their application to be considered under our Disability Confident Interview Commitment where they meet our selection criteria in their application.

Some of our roles attract a high volume of applications and in some circumstances where it is not practicable or appropriate, we may limit the number of interviews offered to disabled and non-disabled candidates.

We will provide reasonable adjustments as needed.

We have been awarded the top charity in Third sectors' employer index, where it's recognised that Citizens Advice is an organization that not only prioritizes the people we serve but also values the wellbeing of its employees.

Please note, in the event of a high number of applications, we reserve the right to close the application early.

This vacancy closes at 23.59 on the closing date.

Need help with your application, see our useful how to guides on the following page - Guidance notes for applicants

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Strategic Finance Trustee for a National Charity employer: Citizens Advice

Citizens Advice is an excellent employer that values flexibility and community impact, making it an ideal place for the Wales Insights & Engagement Specialist role. With a strong emphasis on collaboration and communication, employees are encouraged to grow their skills while contributing to meaningful initiatives that shape the future of support services in Wales. The supportive work culture fosters professional development and offers unique opportunities to engage with diverse communities across the region.

Citizens Advice

Contact Details:

Citizens Advice Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Strategic Finance Trustee for a National Charity

Get Involved Locally

Dive into local volunteer opportunities or social initiatives. This not only beefs up your CV but also connects you with like-minded folks in nonprofits. Plus, it shows your passion for social impact, which is key for getting noticed by Citizens Advice.

Tap into Professional Networks

Join networks like the National Council for Voluntary Organisations (NCVO) or local charities to meet professionals in the sector. Attend events and workshops to build relationships and learn about potential openings at organisations like Citizens Advice.

Showcase Your Commitment

When prepping for interviews, be ready to speak about your personal connection to social issues. Dive into specific examples of how you’ve contributed to community projects – this will resonate with the mission-driven vibe at Citizens Advice.

Utilise Online Platforms

We’re all about making connections, so use platforms like Idealist and CharityJob to hunt for full-time roles. And of course, you should keep an eye on our website for exciting opportunities at Citizens Advice. Apply directly through us to stand out!

We think you need these skills to ace Strategic Finance Trustee for a National Charity

Financial Strategy Development
Financial Governance
Financial Planning
Budgeting
Forecasting
Strategic Decision-Making
Financial Oversight

Some tips for your application 🫡

Show Your Passion for the Cause:In the nonprofit sector, it's super important to demonstrate genuine passion for the mission of Citizens Advice. Use your cover letter to showcase any personal experiences or volunteer work that connects you to their social impact initiatives. This emotional connection can really help your application stand out.

Highlight Relevant Experience:When crafting your CV, be sure to include any relevant projects or roles that showcase your skills in social impact. Whether it's community organising, fundraising, or advocacy, highlight what you've done and the difference it's made. Don’t just list tasks; quantify your achievements and the outcomes of your efforts.

Tailor Your Documents to the Role:For a full-time role like Strategic Finance Trustee for a National Charity, ensure your CV and cover letter specifically address the responsibilities outlined in the job description. Use their language to describe your skills and experience, making it easy for the hiring team to see how you fit into their vision.

Emphasise Teamwork and Collaboration:Nonprofits thrive on teamwork, so make sure to emphasise your collaborative experiences. Whether you've worked in a team setting, partnered with community organisations, or facilitated group projects, highlight these experiences in your application. Show them you understand the importance of working alongside diverse individuals to achieve shared goals.

How to prepare for a job interview at Citizens Advice

Show Your Passion for Social Change

When we’re prepping for interviews in the nonprofit space, it's vital to demonstrate our genuine passion for social impact. Be ready to discuss not just your skills and experiences but also why you care about the mission of Citizens Advice. Sharing personal stories or insights can really make us stand out.

Highlight Project Experience

We should focus on specific projects we've worked on that align with the goals of social impact. Whether that’s a community initiative, volunteering, or a class project, having solid examples that showcase our role and the outcomes will resonate well with the interviewers.

Familiarity with Relevant Tools and Practices

Let’s brush up on tools and methodologies commonly used in the nonprofit sector, like project management software or outcome measurement frameworks. Being able to speak fluently about these will show that we’re not just passionate but also knowledgeable and ready to hit the ground running.

Prepare for Scenario-Based Questions

Expect scenario-based questions that evaluate our problem-solving skills in real-world social issues. Think about how we’d handle challenges in the nonprofit environment and prepare stories that demonstrate our critical thinking and adaptability. Role-playing with a friend could help us feel more confident!