Finance Trustee

Our trustees play a vital role in making sure that Julian Support achieves its core purpose. They ensure that Julian Support has a clear strategy and that our work and goals are in line with our vision. They scrutinise financial management and ensure the process of sound governance including the identification and mitigation of risks. Just as importantly, they support and challenge the Chief Executive and the senior leadership team to enable Julian Support to grow and thrive, in line with its objectives and values.

Board members have a collective responsibility. This means that trustees always act as a group and not as individuals.

Duties:

·      Support and provide advice on Julian Support’s purpose, vision, goals and activities.

·      Approve operational strategies and policies and monitor and evaluate their implementation.

·      Oversee Julian Support’s financial plans and budgets and monitor and evaluate progress.

·      Ensure the effective and efficient administration of the organisation.

·      Ensure that key risks are being identified, monitored and controlled effectively.

·      Review and approve Julian Support’s financial statements.

·      Provide support and challenge to Julian Support’s CEO in the exercise of their delegated authority and affairs.

·      Keep abreast of changes in Julian Support’s operating environment.

·      Contribute to regular reviews of Julian Support’s own governance. Attend Board meetings, adequately prepared to contribute to discussions.

·      Use independent judgment, acting legally and in good faith to promote and protect Julian Support’s interests, to the exclusion of their own personal and/or any third party interests.

·      Contribute to the broader promotion of Julian Support’s objects, aims and reputation by applying your skills, expertise, knowledge and contacts.

Finance Trustee - What we are looking for

As with all our Trustee roles we are looking for people willing to bring energy, enthusiasm and commitment to the role, and someone who will broaden the diversity of thinking on our board. For the Finance Trustee role you will:

·     ideally be a qualified accountant

·     have experience in financial management including budgets and forecasts, cash flow, investments and liquidity and financial systems

·     an understanding of the audit process

You do not need previous governance experience – we will provide a full induction and training.

Personal skills and qualities

·     An understanding of the difficulties faced by people experiencing significant challenges with their mental health.

·      Willingness and ability to understand and accept their responsibilities and liabilities as trustees and to act in the best interests of the organisation.

·      Ability to think creatively and strategically, exercise good, independent judgement and work effectively as a board member.

·      Effective communication skills and willingness to participate actively in discussion.

·     A willingness to speak their mind and engage in discussions in an open, frank, and assertive (not aggressive) way.

·      A strong personal commitment to equity, diversity and inclusion.

·      Enthusiasm for our vision and mission.

·      Willingness to lead according to our values of Hope Equity Accountable Real Trust

·      Commitment to Nolan’s seven principles of public life: selflessness, integrity, objectivity, accountability, openness, honesty and leadership.

Terms of appointment

Terms of office

·      There is currently no fixed term of office.

·      This is a voluntary position, but reasonable expenses are reimbursed.

Time commitment

·      Attending 4 Board meetings annually including the AGM. Currently meetings are held in person at Julian Support’s Head Office, 23 Pilling Park Road, Norwich, NR1 4PA

·      Attending 2 Board Strategy days and training days as required

Committee membership

Ad hoc and occasional support through working groups and / or support to the executive team.

Additional requirement

Please note, all Trustees are required to have a Disclosure and Barring Service (DBS) check and hold an up-to-date certificate. The DBS check will be arranged by Julian Support.