Citizens Advice North Somerset

Name: Treasurer
Organisation: Citizens Advice North Somerset
Location: The Foodbank, North Street, Weston-super-Mare, North Somerset, BS23 1QF
Type: Part Time
Flexible commitment within the confines of board and committee meetings arranged to suit the majority.


Responsible to: Chair of Trustees
Purpose of Role:
• The treasurer is an officer of the trustee board and not a paid worker.
• The treasurer will be a trustee and full member of the Board
• The board of trustees is collectively responsible for the governance of the organisation, including setting an overall vision. This can broadly be defined as:
• holding staff accountable, and being ultimately accountable for the activities of the organisation
• providing leadership to all in the organisation
• developing policy
• strategic management.

Each trustee is accountable for all the decisions taken by the trustee board, including those taken if they are absent. Once the trustee board has reached a decision, all individual members of the board are bound by it and must support it. No one trustee or group of trustees (e.g. a committee) has the authority to take decisions or decide policy unless the board has clearly delegated authority to them. The board should not rely on the advice of an individual trustee, such as the treasurer, as decisions are the collective responsibility of the whole board.

The role of the treasurer is to ensure that all the finances and the supporting financial control systems are kept in order. The treasurer is not the bookkeeper. She or he does not hold or maintain the financial records nor is she or he the sole custodian of the cheque book. The treasurer must delegate day-to-day financial management to the Chief Officer and Resource and Finance Manager. The Treasurer ensures that financial responsibilities are met and most of the work will be delegated to the finance committee and paid staff and/or occasionally volunteers.
Each individual member of the trustee board has a responsibility to contribute to the discharging of the board’s duties.

Main Duties include:
• Guiding and advising the board in the approval of budgets, accounts and financial statements, within a relevant financial policy framework
• Keeping the board informed about its financial duties and responsibilities
• Advising on the financial implications of the organisation’s strategic plans and key assumptions in the operational plan and annual budget
• Ensuring that all board members have a clear understanding of the accounts presented at meetings and the implications that they reveal
• Understanding the accounting procedures and key internal controls to be able to assure the board that the charity's financial integrity is sound
• Ensuring that a realistic budget is produced which meets all the organisation’s needs and that there is an appropriate reserves policy
• Monitoring the organisation’s income and expenditure position, and presenting reports to the board at least quarterly, in a format accessible to the board members

• Ensuring that full financial records are kept for all transactions, and that proper financial procedures and controls are in place to safeguard the organisation's resources
• Ensuring that money received is only spent on the purposes for which it was given, and, where required, ensuring that reports and accounts demonstrating this are submitted to funders
• Ensuring that accounts are prepared at year-end in compliance with the SORP Accounting for Charities and making arrangements for them to be audited or independently examined, as required by the Charity Commission
• Ensuring that annual accounts are submitted to the Charity Commission and/or Registrar of Companies, within the deadlines set
• Presenting the accounts at the AGM and drawing attention to important points in a coherent and understandable way
• Liaising with the Chief Officer about financial matters
• Playing a key role in planning a clear funding strategy to raise money for future activities and developments
• Chairing any finance committee, and reporting back to the full board.
Person Specification
• Financial qualifications or experience
• Some experience or knowledge of charity finance, fundraising and pension schemes
• The skills to analyse proposals and examine their financial consequences
• Preparedness to make unpopular recommendations to the board
• Willingness to be available to staff to provide advice and guidance on financial matters.

Terms of Appointment
• Trustee appointments will be made and reviewed in line with the organisation’s governing document.
• CANS is committed to supporting its trustees, and provides a thorough induction to the organisation and the role. Trustees will be expected to attend training events relevant to the role as necessary.
• The position of trustee is unpaid, although reasonable expenses are payable in line with CANS’ Expenses Policy.
• There are a minimum of 10 meetings a year
• Trustees must declare any conflict of interest whilst carrying out their duties
• Trustees are expected to maintain confidentiality about any sensitive or confidential data received in the course of their duties.

Eligibility – some people are disqualified by law from acting as a trustee, including:
• Anyone who has an unspent conviction for an offence involving deception or dishonesty.
• Anyone who is an undischarged bankrupt.
• Anyone who has been removed from trusteeship of a charity by the Court or the commission for misconduct or mismanagement.
• Anyone under a disqualification order under the Company Directors Disqualification Act 1986.
• Anyone who has entered into a composition or arrangement with their creditors which includes an individual voluntary arrangement (IVA), and is currently on the Insolvency Service Register.

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Organisation Description

Citizens Advice North Somerset is an established local independent charity. Our vision is to improve the health and wellbeing of everyone living or working in North Somerset, by providing accessible, effective and tailored information and advice that is free, independent, confidential and impartial. We undertake research and campaign for change on issues that affect local residents. We believe our common humanity makes us equal in worth, dignity and rights. We value diversity, promote equality and challenge discrimination.

Through our advice we directly tackle the factors which lead to health inequality. Our clients experience low income and debt, fuel poverty, homelessness, domestic abuse, child poverty, disability and long-term health conditions; we exist to provide practical advice and support across the spectrum of social welfare issues.


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Cause / Interests

  • Disability
  • Employment
  • Homeless and Housing
  • Legal Aid and Justice
  • Poverty and Debt
  • Race and Ethnicity and Refugees

Types of Activity

  • Business, Management and Research
  • Finance Work
  • Marketing, PR and Media
  • Trusteeship and Committee Work

Skills and Qualifications


What we are looking for people with experience of business, finance or charity trustee work with an empathy to our cause.
We would like to hear from people with a willingness to give a little of their time, experience and commitment and particularly anyone with up to date experience of Governance, Strategic Development, IT, Fundraising or Training. Additionally we are seeking a Treasurer to the Board with the relevant financial experience to oversee our finances.

Additionally we are specifically looking for a treasurer with:
• Financial qualifications or experience
• Some experience or knowledge of charity finance, fundraising and pension schemes
• The skills to analyse proposals and examine their financial consequences
• Preparedness to make unpopular recommendations to the board
• Willingness to be available to staff to provide advice and guidance on financial matters.


The benefits of working in a highly professional but friendly team that is securing the future of advice services in North Somerset. The role is challenging yet satisfying, onerous but accountable as part of a team with training and opportunities provided.

Additional/Specific Suitabilities

Minimum Age: 18
Maximum Age: NA
Disabled Access: No
Wheelchair Access: No
Expenses: Yes
Restrictions: NA
Induction: Yes
Insurance Cover: Yes
Special Needs: NA
Offer: Yes
Training: Yes
Other: NA

Recruitment Method

Application form, Informal discussion, Information Day, Interview, Taster session