Strategic Finance Trustee - Volunteer, Remote in London

Strategic Finance Trustee - Volunteer, Remote in London

London Volunteer No working from home possible
Rheumatology

At a Glance

  • Tasks: Lead financial strategy and support a charity making a real difference in healthcare.
  • Company: Join the UK's leading medical society for rheumatology and musculoskeletal professionals.
  • Benefits: Gain valuable experience, training, and networking opportunities while volunteering remotely.
  • Other info: Flexible commitment with comprehensive support and training provided.
  • Why this job: Make an impact in healthcare while developing your strategic finance skills.
  • Qualifications: Experience in strategic finance; no formal qualification required.

Honorary Treasurer (Trustee) Application Deadline: 14 August 2026

Department: CEO Office

Employment Type: Volunteer

Location: Remote (UK)

We are the UK’s leading specialist medical society for rheumatology and musculoskeletal professionals. We support our members throughout their careers, allowing them to progress, collaborate and innovate so they can deliver the best care for their patients, improving the lives of children and adults with rheumatic and musculoskeletal disease.

Our vision, mission and values

  • Vision: People with rheumatic conditions across the lifespan receive the highest quality outcomes and live well.
  • Mission: To champion the specialty, influencing change and building a thriving community of best practice.
  • Values: The values which guide our approach are:
    • Celebratory – we celebrate the achievements in rheumatology
    • Inclusive – we support everyone in the rheumatology community
    • Sustainable – we work to reduce the impact of our activities on the environment
    • Leading – we use our profile to drive change and support those working in the specialty
    • Collaborative – we always seek to work with others to have a greater impact

You might be interested in this opportunity. To be our new Honorary Treasurer, experience in strategic level finance is needed, but you might not have a finance qualification. This would be an exciting role for someone looking for an opportunity to support an organisation diversify their income streams and build on the strong financial foundations already in place. You don’t need to have previous experience as a Trustee as we’ll provide a full induction and training, and we have experienced Trustees on our Board.

BSR is a high-performing award-winning organisation about to create our next strategy. We strive for continuous improvement and as a trustee you will be instrumental in helping us define what our impact should be and ensure we achieve our goals. We work alongside the complex and changing environment of the NHS and want to ensure that the rheumatology voice is heard and that the specialty designs and dictates its own future – an approach the Board will own. Our trustees support our drive to be financially sustainable, motivating our work on income generation and overseeing our investments. You will be part of a Board committed to constructive discussion, effective decision-making and respectful of everybody’s contribution.

Key Responsibilities

Purpose of the Treasurer role: The Honorary Treasurer is a trustee of BSR and the Chair of the Finance and Risk Committee (FRC), and the Audit Committee. They are part of the Remuneration, People and Culture Committee. The Treasurer is also a Director on BSR’s trading subsidiary, BSR Enterprises Ltd. Members of the Board of Trustees make up the governing body of the society. Trustees are responsible for ensuring BSR remains true to its charitable purpose and objects set out in its governing documents and for meeting BSR’s legal and financial duties as a registered charity. BSR is also a registered company limited by guarantee and therefore all Trustees automatically become company directors registered at Companies House. All trustees share responsibility for monitoring BSR’s finances.

Main responsibilities of the Treasurer:

  • To chair the Finance and Risk Committee, ensuring that BSR operates within the financial guidelines set by the Board, the Society’s governing documents, the Charity Commission and current legislation.
  • To be part of the Remuneration, People and Culture Committee.
  • To chair and document the annual Audit Committee following BSR’s annual financial audit.
  • To support the Board of Trustees and SMT in meeting its strategic responsibility for BSR’s financial resources.
  • To be actively involved in the financial security and ongoing support of the development of the BSR’s financial aims and objectives.
  • To present the financial accounts to the membership at the Annual General Meeting.
  • Support the FRC to carry out their duties to:
    • ensure the charity keeps proper accounts
    • review the charity’s financial performance
    • review policies for finance and investment
    • ensure that the charity has robust and effective financial controls in place
    • liaise with the BSR staff team and with the charity’s auditor
    • identify financial and other risks facing the organisation and recommending appropriate action

Time commitment: At present, the post requires approximately 2 days per quarter, split over a range of duties, including:

  • Preparing for all Board and FRC meetings—reading meeting packs and sending any queries in advance (variable, but approximately 2-3 hours per quarter)
  • Meeting with the COO in advance of each committee meeting to ensure the meetings run smoothly and efficiently (60 minutes each quarter)
  • Attending the Board of Trustees meetings (four times a year—each meeting is 3 hours, either online or in person)
  • Chairing the Finance and Risk Committee meetings (four times a year—each meeting is 2 hours, held online)
  • Attending the Remuneration, People and Culture Committee meetings (twice a year—each meeting is 1 hour, held online)
  • Chairing the Audit Committee (once a year—one hour, held online)
  • Attending BSR Enterprises Ltd meetings (two a year—each meeting is 30 minutes, held online)
  • Attending the Annual General Meeting (once a year, held online)
  • Attend an annual Trustees and SMT away day (once a year, in person)

Trustees may also be asked, from time to time, to:

  • Attend events and other meetings on behalf of BSR
  • Attend training relevant to their role
  • Be available between board meetings for advice and to make decisions via email
  • Be available for other ad hoc requirements

Induction, training and support: BSR has a finance team who carry all out all day-to-day finance functions and provide quarterly management accounts to the Finance and Risk Committee. The new Treasurer will have support from this team, and from the COO both during their induction period and throughout their term in office. Support is also provided by the CEO and the Chair of Trustees. A comprehensive induction is provided for all new Trustees, including access to external financial training for members of FRC. We use a values behaviour framework to support all our volunteers to thrive in their role. Specialist financial advice and support is provided by external auditors, investment house fund managers, and an investment specialist firm. The FRC completes an annual review of their performance as a committee, and undertakes further training as required. The opportunity to shadow Board meetings before taking up post.

Term of office: The Treasurer role term is for three years, with the possibility of extension for a further 3 years with approval from the Board.

Skills, Knowledge and Expertise Person specification:

  • Strategic finance experience
  • Ability to consider the implications of corporate risks at a strategic level
  • Be able to explain complex financial information in an accessible way
  • A commitment to BSR, its charitable objectives and values
  • An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
  • A willingness to devote the necessary time and effort to the Treasurer role
  • Ability to think and apply knowledge strategically
  • Integrity, sound independent judgment
  • Willingness to listen and learn to make effective decisions

BSR is committed to encouraging inclusion, equality and diversity. We are actively trying to increase the diversity of our staff team and volunteer roles. We try to reduce as many barriers as we can for those with a disability. We welcome approaches from individuals from underrepresented groups, including those from minoritised communities, and those with a disability, to better reflect the community we serve and help broaden our perspectives.

Benefits: This is a voluntary position. Out of pocket expenses will be paid in line with the BSR expenses policy, although where possible we will avoid individuals incurring these by holding meetings online.

Strategic Finance Trustee - Volunteer, Remote in London employer: Rheumatology

As the UK’s leading specialist medical society for rheumatology and musculoskeletal professionals, we offer a unique opportunity for individuals to contribute meaningfully to the healthcare community while working remotely. Our inclusive and collaborative work culture fosters professional growth through comprehensive training and support, ensuring that our trustees are well-equipped to drive impactful change in the specialty. Join us in championing the best practices in rheumatology and making a difference in the lives of those affected by rheumatic conditions.

Rheumatology

Contact Details:

Rheumatology Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Strategic Finance Trustee - Volunteer, Remote in London

Connect with Local Charities

Reach out to local charities or non-profits that deal with financial literacy or economic empowerment. Many of these organisations look for volunteers with a banking background, and it’s a great way to get hands-on experience while giving back to your community.

Get Involved in Financial Services Events

Keep an eye out for financial seminars, workshops, or meetups in your area. These events often welcome volunteers and are a fantastic way to network with industry professionals. Plus, you might just learn something new while you’re at it!

Leverage School Resources

If you're still studying, tap into your university's career services. They often have partnerships with banks and financial institutions for volunteer opportunities, and can guide you to volunteer roles that complement your studies.

Showcase Your Commitment

When you’re volunteering, treat it like a mini-internship! Network with those in the industry, ask questions, and highlight your volunteer experience on platforms like LinkedIn. This not only enhances your profile but shows potential employers that you’re proactive and committed. And don’t forget: check out our website and apply directly for any volunteer roles that pop up at Rheumatology!

We think you need these skills to ace Strategic Finance Trustee - Volunteer, Remote in London

Strategic Finance Experience
Understanding of Corporate Risks
Ability to Explain Complex Financial Information
Commitment to Charitable Objectives
Knowledge of Legal Duties and Responsibilities of Trusteeship
Time Management
Strategic Thinking

Some tips for your application 🫡

Show Your Passion for Finance!:When applying for a volunteer role in banking and financial services, it’s key to express your enthusiasm for the industry in your cover letter. Highlight any relevant coursework, personal projects, or community involvement that showcases your interest and dedication to finance.

Quantify Your Experience:Even if you don’t have formal work experience, think about any finance-related activities you've participated in. Use concrete figures or examples of your successes, like organising a fundraising event or managing a budget for a school project. This is a great way to demonstrate your financial skills.

Tailor Your CV for the Role:Make sure to tailor your CV for the banking sector. Include any relevant courses, finance competitions, or certifications you’ve completed. Emphasise skills like analytical thinking and attention to detail, which are super important in this field.

Keep It Short and Sweet:Volunteering roles generally receive a lot of applications, so keep your application concise. Highlight your most relevant experiences and motivations in a clear manner. If you’re applying through our website, follow the instructions carefully to make sure you stand out from the crowd!

How to prepare for a job interview at Rheumatology

Brush Up on Financial Regulations

Given that you're looking at a role in banking and financial services, it's super important to have a solid understanding of the key regulations and compliance issues in the industry. Make sure you’re familiar with terms like AML (Anti-Money Laundering) and KYC (Know Your Customer) as they often come up in volunteer positions.

Show Your Enthusiasm and Eagerness to Learn

Since this is a volunteer role, they’ll be keen on your motivation. Be ready to convey your passion for finance and how you’re eager to learn from experienced professionals at Rheumatology. Share any relevant projects or coursework that demonstrate your initiative in this field.

Prepare for Scenario Questions

Expect some practical questions where they'll assess your critical thinking and problem-solving skills. They might present you with a hypothetical situation regarding customer financial issues and ask how you'd handle it – be ready to think on your feet!

Bring Evidence of Your Skills

Even though it's a volunteer position, don’t shy away from discussing any relevant experience that showcases your financial acumen, like coursework, projects, or even certifications. Prepare a brief portfolio to illustrate your competencies and how you can contribute to Rheumatology.