Join the Personal Finance Society Board as a Member Director!
The Personal Finance Society (PFS) is looking for a Member Director to join its Board, offering an excellent opportunity to shape the Society’s strategy and make a visible impact on the future of the profession.
The Nominations Committee is now accepting applications from members who can bring valuable insights and perspectives to support the Society’s goals and deliver our mission: “To guide the personal finance profession towards higher levels of professionalism through advocacy, networking, good practice guides, publications, and a comprehensive program of professional development and events.”
The PFS values inclusivity and aims for a Board that reflects diverse backgrounds and perspectives, helping us understand the members’ needs and make well-rounded decisions. We encourage candidates from all sections of the profession to apply for this role and contribute to a more inclusive and forward-thinking Board.
The Role
Your duties as a director would be:
- To contribute to the strategic direction of the Society.
- To monitor the progress of the Society against plan and in so doing hold the management to account.
- To attend approximately four to six Board meetings per year.
- To attend at least a full day’s strategic planning session each year.
There are also member facing duties which include:
- Attendance at the Annual Officers’ Conference, the AGM and the Annual Personal Finance Awards
- Support of the President by representing him/her at regional meetings and other events.
In total, you should be dedicated to attending a minimum of four to six Board meetings a year, a strategy day, the Annual Officers’ Conference, Personal Finance Awards, AGM and one regional meeting each year.
As a requirement of the Articles of Association (3.5) this is an unpaid role. The PFS will however reimburse any reasonable expenses you incur in fulfilling your role, such as travel costs and sustenance where necessary.
The person who is appointed to the role will be expected to take up post as soon as their appointment is ratified by the PFS Board of Directors. The appointment will be for a term office up to the conclusion of the PFS AGM 2025 and then subject to annual appointment rotation (with a maximum term of office of six years).
How to apply:
Read and review the Member Director Role Description and if you are still interested and able to commit your time to serving on the Board, we encourage you to apply.
Please e-mail your CV and a covering letter providing the information below to governanceroles@cii.co.uk:
- Your PFS membership (PIN)
- A statement about why you are interested in the role (c300 words)
- A short statement about the skills and experience you would bring to the role, with particular reference to the requirements detailed above (c300 words)
We also ask that you disclose any interests that may present a potential conflict with the role, including directorships held with other companies.
Should you require any reasonable adjustments to enable you to participate in the application process, including at interview stage, then please do let us know so we can make appropriate arrangements.
The closing date for applications is 12 noon (GMT) Friday 29 November 2024.
On applying for this role, we also invite you to complete our anonymous equality monitoring survey. This survey is solely for monitoring purposes and will not affect your application in any way. It does, however, play a crucial role in helping us capture the diversity of our applicants, enabling us to continually improve our recruitment processes and support broader representation and diversity on the Board.
Applicant details are confidential and personal information will be held in accordance with the Data Protection Act 2018 and GDPR.
We value very highly the benefits of having different points of view and experiences. Accordingly, we hope to receive applications from a wide range of talented people irrespective of their religion or belief, gender, age, gender identity, disability, sexual orientation, ethnic origin, political belief, relationship status or caring responsibilities.
Process and key dates:
Shortlisted candidates will be invited to an interview with a panel formed of members of the PFS Board. Interviews will be held via Microsoft Teams the week commencing the 9 December (tbc).
Key dates:
- Applications close: 12 noon (GMT) Friday 29 November 2024.
- Shortlisted candidates informed: Week commencing 2 December 2024
- Interviews: Expected w/c 9 December 2024
Further information:
If you have any questions or would like to speak to someone regarding the role before applying, please email CorporateGovernance@thepfs.org.
