Trustee Treasurer

The Swan Trust SCIO board is seeking to appoint a new Trustee with specific skills and experience in accounting and budget / project management to act as Treasurer for the Trust.

This is a highly responsible position, overseeing an average charitable turnover of £131,167 annually (based on the past 5 years)

A handover period will be managed for the role with the current Treasurer who will remain in position as a Trustee. Additional support is provided from paid administrative staff and the Operations Manager. The Treasurer is not responsible for processing daily financial transactions.

This is not a paid role, though any expenses incurred may be claimed through the formal claims procedure.

Application forms (to be requested from info@swantrust.com) must be completed in full and returned to 16 Alexandra Building, Lerwick or by email by Friday 19th December 2025.

Applicants who have additional questions about the role should contact George Anderson at geordie.anderson@btinternet.com or Emma Miller at emma@swantrust.com.

General Responsibilities and Duties of a Trustee

Trustees are there to lead, control and supervise the organisation’s activities. They are the part of the organisation with formal power and responsibility as outlined in the governing documents and backed up by law. If things go wrong, it is the Trustees who are held to account. They should be aware of this and act at all times in the best interests of the Trust and its beneficiaries, following all requirements of law and regulation.

Trustees are supported in the delivery of the practical implementation of these duties by paid staff.

Treasurer Role

It’s important that all Trustees play their collective part in financial monitoring and decision making. The Treasurer’s primary role is to assist and advise the board of Trustees in overseeing finances, even where paid staff deal with the day to day administration of finance matters.

In addition to the general responsibilities of being a Trustee, the Treasurer has the following duties:

• Overseeing, approving and presenting budgets, accounts and financial statements.
• Approving weekly invoice payments and budget codes.
• Acting as authorised signatory for the bank account and second signatory for funding applications.
• Preparing and presenting (together with staff) financial reports to Trustees.
• Keeping Trustees informed about their financial duties and responsibilities.
• Liaising with staff and volunteers as necessary concerning financial matters.
• Contributing to the setting of the fundraising strategy of the Trust.
• Making a formal presentation of the accounts at the AGM and drawing attention to any important points in an easily understandable way.
• Sitting on recruitment and disciplinary panels as required.

For further information about the Swan Trust SCIO, please refer to the website at www.swantrust.com.

Closing date for applications – Friday 19th December 2025

Swan Trust SCIO charity number: SC051822

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