Job: FINANCIAL TRUSTEE

Title FINANCIAL TRUSTEE
Categories Trustee Roles
Salary N/A
Location Devon
Job Information

EDP Drug & Alcohol Services is a thriving charity, working in Devon and Dorset with people affected by drug and alcohol use and their families. Increasingly they work with people that have a range of challenges impacting on their wellbeing, building on their strengths, hopes, aspirations and hidden talents. Simply put, they help people to live fulfilling lives.

The charity has grown steadily over the past two years, and they have an ambitious strategy for the future that aims to consolidate this growth, whilst continuing to focus on further growth and innovation. To support the charity in this task, the Board of Trustees is seeking to appoint an additional financial trustee who shares EDP’s values and has a strong commitment to their supportive work in the field of substance misuse recovery.

You will be expected to work closely with the Director of Finance and Treasurer to critically analyse a range of proposals, assessing and understanding financial implications and conveying this information to the Board of Trustees in order to assist and inform strategic decision making.

This is a great opportunity to make a positive and fulfilling contribution to the beneficiaries, and offers a chance for personal and professional development.

What the role will involve
The role of a Trustee is to ensure that EDP Drug and Alcohol Services fulfils its duty to its beneficiaries, and delivers on its vision, mission and values. Trustees help to guide the strategic direction of the organisation, setting overall policy, defining goals, and evaluating progress against targets.

There are four annual board meetings (usually between 5pm and 7pm in Exeter) which you will need to attend. You’ll also need to attend four Finance and Audit meetings per year which are usually held at 4.30 pm in Exeter. There is also one annual ‘away day’ which is also usually held in Exeter.

The role is not accompanied by any financial remuneration, although reasonable expenses for travel may be claimed.

What we’re looking for
We’re looking for an individual with a strong financial background, including a relevant financial qualification – the ideal candidate will be a qualified accountant (CIMA/ACA/CIPFA/ACCA). Your experience may include charity finance, fundraising, pension schemes, risk and audit.

Personally, you’ll have a strong empathy for the mission and values of EDP. You’ will be happy to constructively support and challenge our senior leadership team to ensure that EDP remains true to these values. You’ll be able to demonstrate experience of exercising sound judgement and effective decision making, and will have an understanding of the responsibilities of trusteeship.

However, previous board experience is not necessary, and we welcome applications from a range of backgrounds.

Candidate Information Pack

How to apply
Please contact Jackie Dawkins at Shine Charity Recruitment (jackie@shinecharityrecruitment.co.uk) for an initial discussion.
There will then be an initial meeting with Jackie to discuss the role of Trustee in more detail.
An application form will need to be completed.
This will be followed by a meeting with the Finance and Audit Committee and an invitation to join them at their next meeting as an observer.

EDP is committed to safeguarding and promoting the welfare of vulnerable adults and expects all employees and volunteers to share this commitment. Candidates are subject to additional checks including DBS (to the appropriate level). Outcomes of these additional checks will be considered before any appointment is confirmed.

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