Citizens Advice Wirral is recruiting a new treasurer to our Board

Citizens Advice Wirral is recruiting a new treasurer to join our  Board.


About the organisation

Citizens Advice Wirral is a local charity providing advice, information, advocacy and representation across Wirral. We have provided free, impartial and confidential advice, to Wirral residents since 1939, and were formerly known as Wirral Citizens Advice Bureau. We are members of the national Citizens Advice charity, but are independent from them.

Our services include general advice, specialist debt advice and specialist primary care mental health advice and advocacy. Pensionwise, a specialist pension advice service and a Financial Capability advice service are also delivered at Citizens Advice Wirral by other local Citizens Advice organisations.

Citizens Advice Wirral actively works for change in the policies and practices of organisations that impact on the lives of our clients. Recent examples include:

  • Influencing parliament on the delivery of Universal Credit
  • Influencing government practices on the delays in benefit delivery


About the role

The purpose of this role is to monitor the financial administration of Citizens Advice Wirral and advise the board of trustees on financial matters, in line with best practice and in compliance with the governing document and legal requirements.

Person specification

The ideal trustee will have the following:

  • Financial qualifications or relevant experience.
  • Experience or knowledge of charity finance, fundraising and pension schemes (desirable)
  • Skills to analyse proposals and examine their financial consequences.
  • Ability to explain financial analysis clearly and make recommendations to the board.
  • Willingness to be available to staff to provide advice and guidance on financial matters.
  • Good interpersonal, leadership and influencing skills to communicate effectively with the board, management team and external stakeholders.
  • Ability to work effectively as part of a team in taking forward Citizens Advice Wirral’s strategic objectives and delivery of its charitable purpose.


Impact of the role

Our trustees are vital in supporting our work by ensuring we have the strategy, direction and resources that underpin its delivery. Our trustees ensure that the work we do meets the needs of our communities. Our trustees are ambassadors for the service and everybody who works within it, both volunteers and paid staff.

What’s in it for the volunteer?

Being involved at the centre of a leading local charity that makes a difference to the lives of people, getting involved in a cause they believe in and giving something back to the community, gaining understanding into the issues that affect people today, challenging themselves by applying their skills and knowledge in a new environment, enhancing their CVs by gaining new skills and non-executive board experience, meeting new people, being part of an organisation supported by a national network that provides guidance, support and developmental opportunities and trustee events, working with people from diverse backgrounds and being part of a friendly and professional team.

Time commitment

On average, trustees should be prepared to commit about 10 hours a month.

How to apply

All expressions of interest and any discussion regarding this position must be through Reach Volunteering in the first instance

All interested candidates must submit a CV and covering letter explaining their interest in the organisation as well as their suitability to the role.

If you would like to be a trustee at Citizens Advice Wirral but in a more general role, please contact us.

For full details about this position, please see the Recruitment Pack

Citizens Advice Wirral is committed to equal opportunities and diversity and we want our board to reflect the community we serve.  We would particularly welcome applications from women, people from Black, Asian and Minority Ethnic backgrounds, who are under-represented on our board.

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