Strategic Finance Trustee for a National Charity

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.

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.

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.

• 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…