Sample Treasurer job description by s925457



Plantlife is the charity dedicated exclusively to speaking up for wild plants by conserving
all forms of plant life in their natural habitats, in the UK, Europe and across the world.

Plantlife was established in 1989 after a meeting of conservationists and botanists
recognised that a new organisation was needed to champion wild plants which were
seen as slipping through the net. Since then Plantlife has grown from two staff to 41,
with a head office in Salisbury, UK and dedicated national offices in Scotland and Wales.

We have between 7,000 and 8,000 members and own 23 nature reserves across the UK.
We lead conservation action for rare and threatened species under the UK Government’s
Biodiversity Initiative. Conservation of these threatened species is delivered through our
‘Back from the Brink’ species recovery programme, which is jointly funded by
Countryside Council for Wales, English Nature, Scottish Natural Heritage, charitable
trusts, companies and individuals. We involve our members as volunteers (Flora
Guardians) in delivering many aspects of this work.

Plantlife International is a member of Planta Europa, the network of organisations
working for plant conservation across Europe and we are joint Lead Partner with IUCN -
The World Conservation Union - in identifying Important Plant Areas, the best sites for
wild plants and fungi, across the globe.

Plantlife’s work is directed and underpinned by the Global Strategy for Plant
Conservation. The strategy guides both our UK and global programmes.

For more information about our work please go to our website at or contact us at our main office at 14 Rollestone Street,
Salisbury, Wilts SP1 1DX – Tel:01722 342 730.

If you are interested in the Trustee role of Treasurer and would
like to learn more about the role please contact the Chief
Executive, Victoria Chester, at the main office or by email to


Role description
The Treasurer is one of Plantlife’s three Honorary Officers, the others being the Chair
and Vice Chair of the Board of Trustees. The Treasurer is also the Chair of Plantlife’s
Finance and General Purposes Committee (F&GP). The day to day management of the
organisation is the responsibility of the Chief Executive. Responsibility for day to day
financial operations rests with the Head of Finance and Office Services working to the

The overall role of the Treasurer is to:
    Maintain an overview of Plantlife’s financial affairs
    Ensure its financial viability, this responsibility is held jointly with all Board
    Ensure compliance with current legislation and Charity Commission/OSCR advice
    Ensure that proper financial records and procedures are maintained

Key Relationships
    At Board level, the Treasurer works with all Board members and ensures regular
     communication in particular with the Chair, Company Secretary and Vice Chair.
    At staff level, the Treasurer liaises with the Chief Executive and the Head of
     Finance and Office Services.
    Professional Advisers, the Treasurer works with our Auditors and Investment

Particular duties of the Treasurer1
Financial processes and procedures
     Approving budgets, accounts and financial statements for presentation to F&GP for
      approval by the Board
     Ensuring that appropriate accounting procedures and controls are in place including the
      fixed asset register
     Ensuring that adequate insurance is in place to cover organisational activities

Financial reporting
    Advising on the preparation of quarterly and annual financial reports to F&GP and the
     Board and presenting them at meetings as appropriate
    With the Chief Executive, overseeing communications with the members on
     organisational financial matters including presenting the annual accounts at the AGM in
     an understandable and accessible format.

Financial Planning
    Advising on the financial implications of the organisation's strategic plans
    Ensuring that Plantlife’s financial resources meet its present and future needs
    Ensuring that Plantlife has an appropriate reserves policy

  (It is accepted and expected that many of these duties can be conducted effectively via email and

     Ensuring that Plantlife has an appropriate investment policy and that this is reviewed
      on a regular basis
     Ensuring that Plantlife’s Ethical Investment Policy is adhered to by the relevant
      Investment Manager(s)
     Monitoring Plantlife’s investment activity and ensuring its consistency with the
      organisation's policies and legal responsibilities

   Liaising with the Company Secretary and the Chief Executive to ensure the
    organisation's compliance with relevant legislation and Charity Commission/OSCR
   Keeping the Board informed about its financial duties and responsibilities.
   Ensuring that the annual report and accounts are prepared and disclosed in the form
    required by funders and the relevant statutory bodies, e.g. The Charity Commission,
    OSCR and/or the registrar of companies and ensuring compliance with SORP.
   Ensuring proper conduct of audit processes and appropriate consideration of


Key skills / experience
    Professional financial qualification(s) such as CCA
    Current or recent financial management experience at senior level in
     organisation of comparable size / operations (40 members of staff across the UK,
     £4m investment assets, turnover £1.5m/pa)
    Experience of successfully communicating financial information to non-financial
    Some experience or knowledge of charity finance including compliance issues or the
     ability and willingness to learn
    The skills to analyse proposals, identify their financial consequences and
     communicate these to non-financial colleagues

General skills / experience
   Commitment to Plantlife
   Willingness to devote the necessary time and effort
   Strategic vision
   Good, independent judgement
   Ability to think creatively
   Willingness to speak own mind
   Understanding, or willingness to learn, and acceptance of the legal duties,
    responsibilities and liabilities of trusteeship
   Ability to work effectively as a member of a team
   Nolan's seven principles of public life: selflessness, integrity, objectivity,
    accountability, openness, honesty and leadership
   Preparedness to make unpopular recommendations to the Board
   Willingness to be available to staff for advice and enquiries on an ad hoc basis

 Plantlife’s investments are managed by professional investment managers who have delegated
authority to act on behalf of the charity.

Capacity required
    Able to act as financial signatory as needed.
    Able to attend meetings in London (and other locations including Salisbury from
     time to time): Board meetings 4 times/year, Finance and General Purposes
     Committee 4 times/year, other meetings including the Annual Members Day and
     AGM up to 2 times a year.3

General responsibilities of Board members
   To ensure that Plantlife complies with its governing document, charity law, company
    law and any other relevant legislation or regulations.
   To ensure that Plantlife pursues its objects as defined in its governing document.
   To ensure Plantlife applies its resources exclusively in pursuance of its objects (it must
    not spend money on activities which are not included in its own objects, no matter how
    worthwhile or charitable those activities are).
   To contribute actively to the Board of Trustees' role in giving firm strategic direction to
    the organisation, setting overall policy, defining goals and setting targets and
    evaluating performance against agreed targets.
   To safeguard the good name and values of Plantlife.
   To ensure the effective and efficient administration of Plantlife.
   To ensure the financial stability of Plantlife.
   To protect and manage the property of Plantlife and to ensure the proper investment
    of Plantlife’s funds.
   To assist in the appoint of the Chief Executive Officer and monitor his/her

In addition to the above statutory duties, each trustee should use any specific skills,
knowledge or experience they have to help the Board of Trustees reach sound decisions. This
may involve:
 Scrutinising board papers
 Leading discussions
 Focusing on key issues
   Providing guidance on new initiatives
   Other issues in which the trustee has special expertise

If you are interested in the Trustee role of Treasurer and would
like to learn more about the role please contact the Chief
Executive, Victoria Chester, at the main office (01722 342 730)
or by email to

 Payment of reasonable expenses is available to Board Members. Board meetings are either half
of full day – Committee meetings are usually half day.


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