Treasurer Recruitment – February 2021
Part-Time Position Available

Thank you for your interest in this part-time vacancy and in joining the team at Clyst Caring Friends.  The opportunity has arisen as our long-standing Treasurer is retiring during 2021.

  • The Job Description tells you what we expect you to do in this position

  • The Person Description tells you what we are looking for.

  • The Basic Terms and Conditions tell you what we are offering in pay and holidays.


The timetable for this recruitment is as follows:

  • On Monday 22nd February the position opens for applications.

  • The closing date is Monday 22nd March.  Applications received after 18.00hrs on that date will not be considered.  If you post your application, send your application with plenty of time.

  • Applications will not be routinely acknowledged.  Candidates short-listed for interview can expect to hear from us by end-of-day Thursday 25th March.  If you have not heard from us by then, you can assume your application has not been successful.

  • Interviews will take place on the afternoon of Monday 29th March, from 2.30 pm.  If you are unable to attend at this time it is unlikely that we will be able to consider your application.  The exact arrangements for the interview will depend on the state of the current regulations but we hope to be able to conduct interviews in a Covid-secure procedure at our Day Centre at Broadclyst.  Otherwise we will arrange to conduct interviews by video.


Please provide an up-to-date CV, with a covering letter in support of your application. This should explain why you are interested in the job and what you can personally bring to it. Applications that simply consist of a CV, without a covering letter, will not be considered. Ensure that your details include contact telephones number(s) and an email address.


We are happy to accept applications by email to our Treasurer, Roger Sercombe:  Send postal applications by post to:

The Treasurer, Clyst Caring Friends

Pinhoe Surgery

Pinn Lane


Exeter EX1 3SY

Please mark your envelope PERSONAL TO ADDRESSEE ONLY.

Informal enquiries are welcome.  Please email Roger on the above address.

Thank you again for your interest in the work of Clyst Caring.


Job Description


Job summary

The Treasurer is a key member of the team.  You will handle and monitor the financial matters of the charity and report to the Management Committee at regular intervals about the financial health of the organisation, in line with good practice and in accordance with the governing document and legal requirements.

Main duties and responsibilities

  • To maintain an itemized income and expenditure record in a spreadsheet form and to undertake a weekly bank statement reconciliation


  • To ensure that proper accounts, files and records are kept and maintained for a minimum period of seven years


  • To ensure that the organisation complies with its governing document, charity law, company law and any other relevant legislation or regulations


  • To ensure financial resources are spent and invested in line with good  governance, legal and regulatory requirements, and are applied exclusively in pursuance of its objects.


  • To oversee, and present budgets, accounts and financial statements to the Management Committee

  • To chair any finance committee or working party and report back to the Management Committee

  • To be instrumental in the development and implementation of financial controls and systems, reserves and investment policies, and ensure compliance by the appropriate persons


  • To contribute actively to the board of trustees' role in giving firm strategic direction to the organisation, setting overall financial policy.


  • To safeguard the good name and values of the organisation and to ensue it’s financial stability


  • To ensure that adequate insurance is in force and reviewed on an annual basis or more regularly as required


  • To prepare and act as a counter-signatory on charity cheques and any applications for funds as required


  • To provide a suitable and full record of accounts for preparation of formal accounts (independent examination or audit) including meeting or correspondence with our accountants or other professionals as required. To ensure that such accounts are correctly prepared and that any recommendations or concerns are conveyed to the Management Committee for discussion and any subsequent implementation


  • To promote the Gift Aid Scheme and maintain acceptable records for the regular submission of an income tax re-claim to the Inland Revenue


  • To handle payroll system including payment of income tax and NI deductions to the relevant authority and on-line annual returns


  • To ensure that the annual return is made to the Charity Commission (ten months after the end of the financial year)


Equality and Diversity

The post-holder will support the Charity’s policy on equality, diversity and the rights of clients, carers and colleagues. This includes:


  • Acting in a way that recognizes the importance of people’s rights, interpreting them in a way that is consistent with the Charity’s procedures and policies, and current legislation.


  • Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues.


Overall, behaving in a manner which is welcoming to the individual, is non-judgmental and respects their circumstances, feelings, priorities and rights.



  • In the course of seeking help, clients entrust us with, or allow us to gather, very sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately.


  • In the performance of the duties outlined, the post-holder will have access to confidential information relating to clients and their carers, and staff. You will have access to business information relating to the Charity.  All such information, from any source, is to be regarded as strictly confidential.


  • Information relating to clients, carers, colleagues, or the business of the Charity may only be divulged to authorised persons in accordance with the Charity’s policies and procedures.







Desirable Skills, Abilities and Experience

  • Commitment to the Charity and able to devote the necessary time and effort


  • Able to maintain strict confidentiality at all times


  • Selflessness, integrity, objectivity, accountability, openness, honesty and flexibility


  • Computer technology literacy with a good working knowledge of the Microsoft Office suite of programmes, in particular Excel and Word.


  • Good, independent judgement with strategic vision and able to think creatively


  • Willingness to speak their mind and to make unpopular recommendations to the board where appropriate


  • Ability to work effectively as a member of a team and meet designated deadlines


  • Some financial or business qualifications and experience with the skill to analyse proposals and examine their financial consequences


  • Availability to trustees, staff and members for advice and enquiries on an ad hoc basis


  • Some experience of charity finance



Now go to the next page for Terms and Conditions




Hours of work

20 hours per month on average.  The work will fluctuate according to the time of year and the workload.  There will be extra work when the financial year ends, and the accounts are prepared.  There may be extra work when we are making a grant application or applying for a grant to be paid. 

Rate of pay

You will receive a salary of £270 per month.  We have calculated this based on 20 hours at £13.50 per hour.  We are expecting that you will get the work done within 20 hours on average.  Some months may be more and some may be less.  However if you find that the work cannot be done in 20 hours per month, allowing for Annual Leave, then we will be prepared to adjust the salary upwards, retrospectively if necessary, to take into account the hours worked, and based on a rate of £13.50 per hour. 

Rates are reviewed annually.

Annual Leave

You are entitled to 5.6 weeks of paid holiday per year, which works out at 26 hours.  You may take these hours at any time by agreement with your line manager. You will be expected to arrange the monthly payment of wages to take place in your absence, as necessary.

Accountability and line manager

The Treasurer is responsible to the Management Committee as a whole.  The Management Committee currently consists of the Trustees and the Coordinator, and the Treasurer, and meets every other month.  The Management Committee will review the remuneration every year.  The Treasurer’s line manager shall be the Chair of the Trustees.  It is expected that there will be an annual review with the line manager.


You will not be automatically enrolled in a pension scheme.  If you wish to opt into our scheme, details will be made available once an offer is made.

Start Date/References/DBS

  • We hope to start this position as soon as possible, but we acknowledge that candidates already in employment may have to give notice.  We will wait for the right person.

  • Any offer of employment will be made subject to the receipt of satisfactory references.  References will not be taken up until after a formal offer is made and that offer has been accepted in writing.

  • Any offer of employment is subject to the receipt of a satisfactory DBS check.