Treasurer (Trustee) Based in Bath

Off the Record Bath & North East Somerset
Off the Record Bath & North East Somerset
Closing Date: 
Sunday, 25 June, 2023 - 23:00
Contract Type: 
1-2 hrs a month 4-5 Board meetings a year
South West
Details of Role: 

Introduction by our Chair

Thank you so much for your interest in volunteering with Off the Record Bath and North East Somerset. (OTR BaNES). This applicant pack aims to give you more insight into the role of being a trustee with OTR and the types of roles that we are looking to fill.

OTR is seeking 5-6 volunteer trustees to join us at an exciting time of development for the charity.  We are looking for trustees who have some specific experience or expertise in one or more of the following areas:

  • Finance (Treasurer)
  • Digital/Tech
  • HR/Employment Law
  • Young Person (18-25 years old)
  • Working with/identifying with communities of social and economic deprivation, people of colour and boys/young men.

We welcome candidates for the trustee roles from all backgrounds, but we will prioritise those who will help us to continue to diversify the team.

We are particularly keen to appoint trustees with lived experience that reflects an aspect of the lives of the young people we serve and aspire to serve. In our new strategy we have committed to increasing the proportion of young people accessing our services from communities where health and wellbeing issues are more prevalent: people from low income backgrounds, people of colour and boys and young men. We are committed to creating an equitable environment where all can thrive. We will ensure that the recruitment process and decision making has representation of both age and other forms of diversity.

You will be joining an active and supportive team of trustees at an exciting time for our well established and highly regarded charity. The role will be challenging at times but very rewarding. It will provide invaluable experience and the opportunity to make a real difference to the lives of young people. We meet as a Board six times a year, plus some additional meetings for any subgroups and other trustee activities. We’ll provide you with a full and thorough induction, and give you the chance to meet staff, volunteers and most importantly the young people we serve.

In this pack, you will find more details about this trustee role, and specifics about the sort of people we are looking for.

If you are interested any of the roles, or unsure which one might be for you, feel free to reach out to our Director, Phil for an informal discussion. We really encourage an informal chat if you want to ask any questions or find out more. We look forward to hearing from you.


The Treasurer will oversee the financial matters of the charity in line with good practice and in accordance with the governing document and legal requirements.


The Treasurer will work with the Director and Senior Management Team (SMT) to ensure that effective and appropriate financial measures, controls and procedures are in place. The SMT have an experienced manager with a professional financial background and there is an auditor already in place.

The purpose of the role:

To work with the Director and SMT to oversee financial matters of OTR, including recommending budgets, accounts, financial statements and reports to the Board of Trustees. The Treasurer will receive support from SMT in budget and financial report preparation.

Responsibilities include:

  • Being assured that the financial resources of the organisation meet its present and future needs and are within the charities’ objects
  • Ensuring that appropriate financial procedures and controls are in place
  • Advising on the financial implications of the organisation's strategic plans
  • Liaising with the charity’s auditors where appropriate
  • Liaising with the Chair and Director to ensure that the charities annual accounts are compliant with the current Charities SORP
  • Keeping the Board informed about its financial duties and responsibilities
  • Making a formal presentation of the accounts at the Annual General Meeting

What we are looking for


  • Excellent financial literacy and experience
  • Demonstrable experience of building and sustaining relationships with key stakeholders and colleagues to achieve organisational objectives
  • A proven track record of sound judgement and effective decision making






How to Apply: 

To apply, please send us a letter or a short film of less than 5 minutes explaining why you would like to be a trustee and what you will bring to the role to Phil Walters, Director via email: . If you would like to speak to Phil before making an application to find out more about the role we would be happy to hear from you. Please contact Phil if you have any access requirements or if we can make reasonable adjustments so that the interview process is more accessible.

Deadline for applications: 25th June 2023

Timing for interviews: w/c 10th July 2023

If you would like to have a phone conversation before applying, please email Phil Walters, Director to arrange a conversation.

Please note, this position requires an enhanced DBS disclosure that we’ll carry out before appointment along with two references.

Contact Person: 
Davina Brooks
Contact Email:
Contact Phone: 
Postal Address: 
Off the Record Bath North East Somerset Open House Centre, Manvers Street