Lead Trustee for Finance Candidate Pack

Carnegie UK currently has a vacancy on its Board of Trustees for a Lead Trustee with Finance.

Could you use your strategic financial skills to help us advance the wellbeing of everyone in the UK?

Carnegie UK is a charity which has been working to improve wellbeing in the UK and Ireland for over 100 years. We seek to influence policy and practice at a systemic level, building on evidence and research to argue for change.

Role

Working closely with the CEO and the Head of Finance, the lead trustee for finance will take a lead role for the Board in financial strategy, bringing an external perspective and supportive challenge to our financial planning and management.

Candidates should have a strong interest in the Carnegie UK’s work to promote wellbeing, as well as a strong background in finance and/or accounting, preferably with an understanding of charity finance. You will operate at a strategic level, as interested in the influence and impact of our investments as you are in our annual accounts. You will be willing to represent the organisation and able to commit the necessary time to governance.

The anticipated time commitment includes preparation for and attendance at quarterly Finance Committee meetings held online, as well as quarterly Board meetings (two a year in Scotland, one in London and one elsewhere in the UK or Ireland). The Chair of the Finance Committee is also a member of the Audit and Risk Committee, which meets online twice a year.

The lead finance trustee is also asked to make themselves available for an annual in-person meeting with our Investment Manager, and for ad hoc consultation by the CEO and Head of Finance.

Key dates

Closing date: 16 March 2026 at 5pm

Shortlisting: Complete by 23 March 2026

Interviews: 30 March 2026

Interviews are likely to take place in either Dunfermline or Edinburgh, with an online option available if required.

Apply

This recruitment is being led by David Bond. For a confidential informal discussion or to learn more about the role, please contact David at [email protected] or 07801 490678.