Citizens Advice
Trustee - Finance expertise

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Join Our Board of Trustees
Citizens Advice offers confidential advice online, over the phone, and in person, for free. Through our network, we give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem.
We are Citizens Advice—the people’s champion. We empower individuals with the knowledge and confidence they need to move forward, no matter who they are or what challenges they face.
Help shape the future of Citizens Advice
Citizens Advice is one of the UK's leading charities, providing trusted advice to millions of people every year. We're looking for an experienced finance leader to join our Board as a Trustee, helping to ensure we remain financially resilient, well governed and able to deliver lasting impact for the people and communities we serve.
This is an opportunity to contribute your expertise at the highest level of the organisation, influencing strategic decisions and supporting the long-term sustainability of a charity with a vital public mission.
About the role
As a Trustee, you'll work alongside fellow Board members to provide strategic direction, effective governance and constructive challenge. You'll help ensure Citizens Advice continues to deliver on its purpose while remaining financially strong and well positioned for the future.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
We are currently seeking a Trustee with significant financial expertise who can bring strategic insight to the Board and support our approach to financial governance, sustainability and long-term planning.
Subject to approval by our membership, the successful candidate may also be appointed as Treasurer of the charity.
About you
You'll be a professionally qualified finance leader with substantial experience of leading finance within a large and complex organisation.
You'll bring:
- Significant experience of developing and delivering financial strategy and governance.
- A strong understanding of high-performing finance functions, including financial planning, budgeting and forecasting.
- The ability to support effective strategic decision-making through sound financial oversight and insight.
- Experience of strengthening financial sustainability and diversifying sources of income.
- A track record of coaching and supporting senior finance professionals.
- The ability to explain complex financial issues clearly and confidently to senior leaders and Boards.
Previous non-executive or Trustee experience is welcome but not essential. We value the different perspectives and experiences that people bring to our Board.


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We're looking for someone who is
- Passionate about the mission and values of Citizens Advice.
- A collaborative and inclusive leader who values openness and partnership.
- An excellent listener who builds trust and strong relationships.
- Able to provide constructive challenge with diplomacy and respect.
- Someone who demonstrates integrity, authenticity and sound judgement.
- Ambitious about the difference Citizens Advice can make for people and communities across the UK.
As a Trustee, you'll have the opportunity to make a meaningful contribution to one of the UK's most respected charities. Your expertise will help shape strategic decisions, strengthen our financial future and ensure Citizens Advice continues to provide trusted advice for generations to come.
If you're an experienced finance leader who wants to use your skills to make an impact, we'd love to hear from you.
To apply, please provide:
- A CV (no more than three sides) or equivalent biographical information.
- A short covering letter that explains your motivation, suitability, availability and confirms that you would not be subject to any conflict of interest.
Equity, Diversity and Inclusion (EDI) is of strategic importance within the organisation and recognised as integral to all we do as a service.
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