TRUSTEE
RECRUITMENT
PACK
cornwallairambulancetrust.org
Registered Company No: 7085879 | Registered Charity No: 1133295
CONTENTS
03
03
04
06
07
08
10
Introduction from the Trustees
Our mission, vision & values
About Cornwall Air Ambulance
History
The future
Other key stakeholders
Governance
Trustees and Philanthropy Forum
Role Description and
Person Specification
Additional information
and how to apply
3
INTRODUCTION
FROM THE
CHAIRMAN
Thank you for expressing an interest in becoming a Trustee of Cornwall Air Ambulance.
We are extremely proud of ‘our’ charity, having grown from small beginnings to now
operating 19 hours a day, 365 days per year and delivering over 1,000 critical care
missions across Cornwall and the Isles of Scilly. But these aren’t just missions, they are
people, loved ones who are in desperate need of help.
We do not stand still, and are always thinking ahead. We are prepared to take
calculated risks, to nurture aspiration, to encourage growth and to develop talent.
Cornwall Air Ambulance holds a special place in the hearts of the people of Cornwall and
beyond. As a Board we have a clear, shared understanding of the difference between
executive and non-executive roles. Our CEO, Tim, has the benefit of many years of senior
leadership and now leads an executive team to whom the Trustees delegate day to day
running of the organisation.
We have a tried and tested committee structure, an established budget and planning
process, a team of highly skilled staff and a whole network of committed and enthusiastic
volunteers (our ‘Groundcrew’) and strategic partners.
We are also ambitious. In 2020, a state of the art AW169 helicopter went into service. In
2025, a second AW169 Air Ambulance will arrive in Cornwall. Both aircraft will be fully
owned by Cornwall Air Ambulance, following hugely successful fundraising campaigns
that reflect the widespread support and affection for the charity in both Cornwall and
further afield. This, alongside the evolution of our clinical model will mean we will be able
to deliver more advanced care, undertaking more missions and ultimately saving more
lives – making Cornwall Air Ambulance not only the first, but striving to be the best.
Wishing you the best of luck in your application.
David Richards CBE, Chairman
OUR MISSION,
VISION AND VALUES
We are:
KINDNESS
Showing compassion, empathy, and consideration towards others,
fostering a positive and supportive environment.
RESPECT
Recognising the worth and value of others, embracing diversity and
treating everyone with dignity.
Our Mission
Our Vision
Critical care by air; improving survival
across Cornwall and the Isles of Scilly
The best quality emergency care, meeting
the pre-hospital needs of every critical
patient in Cornwall
INTEGRITY
Standing true to moral principles, being honest and acting with
consistency and transparency.
PROGRESSIVE
Embracing innovation, challenging the status quo, and
continuously evolving for a better future.
TEAMWORK
Working together towards a common goal, combining
individual strengths for collective success.
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4
ABOUT CORNWALL
AIR AMBULANCE
History
The Cornish people are justifiably proud of their air
ambulance, and especially of the fact that it was the first
of its kind in the UK. The successful model pioneered in
Cornwall has been copied across the country, where there
are now more than 40 air ambulance helicopters, the
majority funded by charitable donations.
In April 1987, the air ambulance was introduced as an
integral part of Cornwall’s ambulance service. The initial
funding provided by the local health authority was
withdrawn in October of that year, and shortly afterwards
the charity, then known as the First Air Ambulance Service
Trust, was formed.
Following considerable publicity, the service was then
financed by public fundraising and donations.
This remains the case to this day, with fantastic support
given by the people of Cornwall and local business. Our
different income streams include a successful weekly lottery,
retail, legacies, corporate support, events, regular giving,
collection boxes, community fundraising and trading activity.
Our charity is now known as the Cornwall Air Ambulance
Trust, and is a VAT-registered company limited by guarantee.
There is a wholly owned trading subsidiary company
(CAAT Trading Ltd).
Our Head Office is based at Trevithick Downs, Newquay,
Cornwall TR8 4DY. The building is purpose designed and
constructed with grants from ERDF and LIBOR, and some
funds from charity reserves. Our fundraising activities and
the helicopter operations are co-located on this Freehold
site adjacent to Cornwall Newquay Airport.
Our Charity Patron is HM The Queen, the former Duchess
of Cornwall. Our President is Colonel Sir Edward Bolitho
OBE, Lord Lieutenant of Cornwall.
The former unincorporated charity is almost dormant, saved
for receiving some legacy gifts. Cornwall Air Ambulance
Trust is overseen by a group of professional business
trustees, normally nine in total, bringing a range of skills
and expertise from both the public and private sector in the
county.
CAAT TRUSTEE RECRUITMENT PACK PAGE5
The Future
Due to the demands on our service and the increased level of sophistication with the
medical interventions the team are able to perform, we now operate 19 hours a day,
365 days a year covered by two daily crew shifts (7am - 5pm and 4pm - 2am).
The first AW169 aircraft (registration G-CRWL) that arrived in 2020 revolutionised
our service due to the advance technological capabilities and range. A second AW169
will increase the number of missions Cornwall Air Ambulance can fly by increasing the
amount of time the helicopter is online and available to respond to emergencies. But
it is not just in aviation where we are ambitious. In aiming to meet the clinical needs
of the people of Cornwall and the Isles of Scilly, we commissioned a review which
recommends doctors are integrated alongside our Critical Care Paramedics on board
the aircraft.
Supporting our operational needs are teams of dedicated professionals, in operations,
fundraising, retail, marketing and business support services - to ensure every penny and
pound raised is used to further our charitable objects.
Other Key Stakeholders
The Cornwall Air Ambulance is part
of a fully integrated response to
emergencies in Cornwall, facilitated
through the South Western Ambulance
Service NHS Foundation Trust
(SWASfT). The helicopter in Cornwall
is deployed on emergency missions
from their Emergency Clinical Hub in
Exeter, and the charity meets quarterly
with SWASfT and other air ambulance
operations in the South West region.
The charity receives daily, monthly,
quarterly and annual reporting, which
provides the controls to ensure proper
operational use of the aircraft.
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GOVERNANCE
Overall responsibility for the charity lies with the Board of Trustees
who delegate the day-to-day running to the CEO, Tim Bunting,
and his senior leadership team comprising of departmental leads
in Operations, Finance, Income Generation & Marketing and HR.
Trustees serve a term of office consisting of three years and can be
re-elected for a further two terms and thereafter annually.
There are normally nine trustees plus the chair and their constitution
allows them to increase this number if required, e.g. to provide a
handover prior to a planned retirement.
The Board works to a schedule of quarterly meetings, normally held
at the HQ. The Board is supported by four sub-committees, covering
Finance, Risk & Audit, Operations and HR and Remunerations, each
chaired by a nominated trustee. Outside of committees, trustees
take an active role in supporting the charity, attending conferences,
presentations, volunteer events and fundraising activities.
CAAT TRUSTEE RECRUITMENT PACK PAGE
7
BOARD OF
TRUSTEES
PHILANTHROPY
FORUM
Robert Cowie,
Since 2015
Dougal Scott,
Since 2019
Daisy Griffith,
Since 2019
Jonathan McCulloch,
Forum Member & Ambassador
Dr Karen J Dickens,
Forum Member & Ambassador
Barbara Sharples MBE,
Vice President & Forum Chair
Ben Mark,
Since 2018
Laura McKay,
Since 2021
Paul Reed,
Since 2023
Jackie Stanley D.L.,
Forum Member & Ambassador
Lisa Day,
Forum Member
Karen Hurn,
Head of Fundraising & Philanthropy
David Harland,
Since 2024
David Richards CBE,
Chairman, since 2024
CEO
Tim Bunting,
Since 2021
It’s only working together,
that we can provide advanced
care, fly more missions and
save even more lives.
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TRUSTEE
ROLE
Cornwall Air Ambulance Trust has a rolling succession plan for Directors (Trustees) of
the Charity. This is to ensure the Charity is led by a diverse Board, and that the terms
of office fall within the scope of the Company Articles, whilst at the same time, flex to
allow some Trustees to serve shorter periods of office.
We also try to plan ahead to replace skillsets we expect to lose from the Board in due
course, and to introduce new critical and strategic thinking and knowledge bases to
help us develop future activities.
New Trustees
We are looking for new Trustees with ideally, but not limited to, the following specific
skill sets and knowledge:
1) Operations background, ideally with a familiarity with Clinicial, Aviation
or Helicopter Emergency Medical Services (HEMS)
2) Income generation, specifically with a fundraising focus
3) Legal or HR background
Our Trustees
Charity Trustees are the people who serve on the governing body of a charity. They are
equally responsible in law for the Board’s actions and decisions and have equal status as
Trustees. Cornwall Air Ambulance Trustees have and must accept ultimate responsibility
for the charity’s affairs. They use their personal skills and experience to ensure that
Cornwall Air Ambulance is solvent, well run and efficient and delivering its charitable
outcomes. The Trustee role can be very rewarding and enjoyable, offering an opportunity
to serve the community whilst learning new skills. The Trustees role is to focus on the
strategic direction of the organisation and to ensure effectiveness and accountability.
Day-to-day operational decisions are delegated to the Chief Executive and, through him,
the remainder of the charity staff.
All this sounds rather formal but in practice, our Board is a fascinating and fun place to sit. We
experience all the challenges facing charities in fundraising, and we are constantly balancing
risk and opportunity to achieve the best we can for our beneficiaries. The patient is at the
heart of every strategic decision made, every operational plan delivered, and each tactical
move which is necessary.
The Board is very proud of the Cornish heritage of the Charity, and the quality and pride
built from its Brand. Being a part of the continued journey for this lifesaving charity is
something every single Trustee has highlighted both during and after their terms of service.
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TRUSTEE
SPECIFICATION
We are looking for a Trustee with the following attributes:
Essential
Desirable
•
•
No conflicts of interest, or legal reasons why they may
not act as Company Director
Knowledge and understanding of Charity Governance
and the duties and responsibilities of Charity Board
Directors
•
A commitment to Nolan’s 7 principles of public life
•
•
A passion for organisations committed to their values
and with healthy cultures
The time to commit to the role, including daytime
Board meetings
•
Leadership and people management skills
•
Communication and interpersonal skills, discretion
and diplomacy
•
Creative and strategic thinking abilities
•
Previous experience on a non profit Board
•
Previous experience of carrying out Director level
Appraisal
• Experience of leading or managing change
•
An understanding of charity law and best practice
• Confident and able to express their views
•
Ability to expand our networks to support further
fundraising aims.
Useful
•
Crisis management and conflict resolution skills
•
Ability to interpret complex financial information
•
An understanding of aviation or clinical related
industry
CAAT TRUSTEE RECRUITMENT PACK PAGE10
ADDITIONAL
INFORMATION
Time Commitment
• Approximately four board meetings (approx. three hours duration) per year, normally held in the
Cornwall Air Ambulance offices in Newquay
• Sub-committee meetings – four a year or when requested
• A board strategic away day per year
• Reading time for papers
• Contribution to charity events and activities
Cornwall Air Ambulance recognises the positive value of diversity, promotes equality and challenges
discrimination. We welcome and encourage Trustee applications from people of all backgrounds.
HOW TO APPLY
Please forward your CV and covering letter FAO David Richards, with the reference ‘CAAT Trustee’ in the
title of your email to: jackie.davis@cornwallairambulancetrust.org
For more information or to discuss the opportunity to become a Trustee for Cornwall Air Ambulance Trust,
please call Jackie on 01637 838959
CAAT TRUSTEE RECRUITMENT PACK PAGEYour charity, saving lives
Cornwall Air Ambulance Trust,
Trevithick Downs, Newquay, Cornwall TR8 4DY
Registered Charity 1133295
01637 889926
enquiries@cornwallairambulancetrust.org
@cornwallairamb
cornwallairambulancetrust.org
Find a rewarding job - and help save lives!
Be part of one of our dynamic teams committed to making a difference. As a lifesaving charity, every role contributes to our mission of providing critical care to those in need.
Whether you’re interested in supporting our fundraising efforts, ensuring operational excellence, or contributing your skills in administration, we invite you to explore the diverse opportunities that await you.
Benefits to working for Cornwall Air Ambulance:
- 28 days holiday FTE (plus bank holidays)
- 6% Employer Pension Contribution
- Enhanced Sickness Absence Pay
- Employee Assistance Programme
- Life Insurance
- Optical Eye Care Vouchers
- Cycle to Work Scheme
- Volunteering Leave
Current Vacancies
Trustee
Help Shape the Future
We’re looking for dedicated and visionary trustees to help guide Cornwall Air Ambulance into the future. If you have expertise in aviation, law, HR, business, healthcare, fundraising, or community leadership, your skills could help us continue saving lives across Cornwall and the Isles of Scilly. No prior trustee experience is needed—just a commitment to making a difference.
Why Join Us?
Be part of a lifesaving charity that makes a real impact
Work alongside a passionate and dedicated team
Use your skills to support a cause that matters
Help ensure Cornwall Air Ambulance can continue its vital missions
Apply today and be part of something truly extraordinary!
Face-to-Face Lottery Canvasser
Hours: Flexible
Would you like the opportunity to earn a good salary, working hours to suit your lifestyle and support our lifesaving charity at the same time?
As one of our in-the-field fundraising sales team, you’ll raise vital funds for Cornwall Air Ambulance helping our crew save lives in the towns and villages across Cornwall and the Isles of Scilly. Discover more about this role on the link below.
This person will be employed by our fundraising partner LFS.
Apply Now
To apply for a role, please download & complete our application form.
Charity jobs in Cornwall
If you can’t find a suitable vacancy for you in the list above, we also have a variety of volunteering roles available across the different sectors of our charity. Whether you’re interested in gaining experience in retail, events or more, we have diverse volunteering opportunities open all year round.
We are always seeking volunteers so if you are in-between jobs, why not give Cornwall Air Ambulance the gift of your time.
Job Description Job title: HR Officer Reporting to: Head of HR and People Charity Headquarters, Newquay 37.5 hours per week Location: Hours: Job Purpose The postholder will be responsible for the HR administration requirements through the employee lifecycle – recruitment, onboarding, offboarding, performance management and training. They will also provide general guidance and support to employees and line managers in conjunction with the Head of HR and People. Line Management Responsibilities: None Key Responsibilities: Employee Relations 1. Act as a point of contact for employee queries and concerns. 2. In conjunction with the Head of HR and People provide HR support and advice to line managers, and employees, in conjunction with Cornwall Air Ambulance policies and procedures and current employment law. 3. Provide general HR support to line managers in respect of employee relations meetings (e.g. investigations, disciplinary, flexible working, consultations, redundancy process, and exit interviews), to include assisting with minute taking. Employee Life Cycle 4. Responsible for the recruitment administration cycle for all employees, including supporting line managers with job description development; promotion of vacancies; organisation of interviews; offers of employment and pre-employment checks. 5. Support line managers with the onboarding process of new starters. 6. Ensure that probation periods are monitored and signed off at the correct point in time. 7. Deal with Occupational Health referrals, and liaise with line managers on any reasonable adjustment recommendations. 8. Deal with requests for references for former employees from external sources. 9. Work in-conjunction with the Volunteer Manager in developing volunteer lifecycle that aligns with the employee lifecycle. HR Officer – October 2025 HR Administration 10. General payroll administration – starters / leavers, contractual changes, sickness payments. 11. Maintain accurate employee records and administration of HR database, including providing training to all new / existing employees as required. 12. Prepare HR documentation such as contracts, letters and reports. 13. Ensure compliance with current employment law and internal policies. Training and Development 14. Coordinate training and development initiatives, including organizing mandatory training requirements. 15. Support with performance review process as required. 16. Monitor employee engagement and feedback. Policies and Compliance 17. Assist in developing and updating HR policies. 18. Support audits and reporting requirements. 19. Champion the digitalization of processes within the People Team. General 20. Champion wellbeing within the organisation including being responsible for keeping the Wellbeing and HR pages of the staff intranet, up to date and relevant. 21. In-conjunction with the Head of HR and People and the Volunteer Manager, work on key People Team projects. 22. Ensure relevant and up to date knowledge of employment legislation. 23. Adhere to all Cornwall Air Ambulance Trust’s policies and procedures 24. Adopt and promote the values of Cornwall Air Ambulance Trust 25. Provide cover for both the Head of HR and People and the Volunteer Manager as required. 26. Promote a positive and inclusive work environment Values All staff must embody Cornwall Air Ambulance Trust’s (CAAT) values and conduct business in a manner that reflects the values of our brand: • Kindness Showing compassion, empathy, and consideration towards others, fostering a positive and supporting environment. • Respect. Recognising the worth and value of others, embracing diversity and treating everyone with dignity • Integrity Standing true to moral principles, being honest and acting with consistency and transparency. • Progressive HR Officer Embracing innovation, challenging the status quo, and continuously evolving for a better future. • Teamwork Working towards a common goal, combining individual strengths for collective success This job description should be regarded only as a guideline of the duties required and is not definitive. The nature of the post and the organisation is such that duties may be reviewed in the light of changing circumstances following consultation with the job holder. The job holder is required to act at all times in accordance with the Trust’s agreed policies and procedures. The post holder should sign below to confirm they understand the information provided in this job description. Signed: Date: HR Officer Person Specification HR Officer Charity Headquarters, Newquay Attributes Requirements Essential Good general level of education Desirable CIPD Level 3 Method of Assessment Application Form Previous experience in an administrative based role. Experience of working with different stakeholders Application Form Interview Qualifications, training & professional membership Knowledge & experience Working knowledge of the not-for-profit sector Up to date knowledge of employment law Knowledge of HR systems or CRM databases Ability to use SharePoint and Teams Application Form Interview Good interpersonal skills Ability to take and record accurate minutes and produce them in a timely fashion Strong prioritisation and time management skills Ability to multi-task whilst maintaining a positive and calm attitude. Ability to manage sensitive or confidential information appropriately. Excellent IT skills including MS Office packages, in Skills & abilities HR Officer particular Outlook, Word, Excel, Power-point and CRM databases Team Player “Can do” attitude Enthusiasm and passion for Cornwall Air Ambulance’s work Interview Personal qualities Stays calm under pressure Willingness to learn and develop professionally Other Full UK driving license HR Officer
Job Description Job title: Communication and Media Officer Reporting to: Head of Marketing and Communications Charity Headquarters, Trevithick Downs, Newquay 37.5 hours Location: Hours: Job Purpose The post holder will be responsible for the day to day content on key stories, campaigns and fundraising activities to promote the activities of Cornwall Air Ambulance Trust for use on social media platforms and across its media channels. Line Management Responsibilities: None Key Responsibilities: Stories Content News and Social Media 1. Produce day to day content on key stories, campaigns and fundraising activities. 2. Develop and oversee a promotional calendar with key advanced planning for all online and offline materials working closely with the Marketing and Content Officer to maximise opportunities. 3. Write, co-ordinate and issue planned and spontaneous press releases, e-communication messaging, social media copy and statements. 4. Film periodic content including patient stories and interviews for use on social media platforms and in e-communication materials. 5. Respond to enquiries from journalists and maximise all media opportunities. Develop good working relations with journalists and keep media database up to date, including collating media coverage. 6. Plan and upkeep social media platforms, populating all channels including Facebook, Twitter, LinkedIn and Instagram, including responding to enquiries, and liaising with the wider fundraising team to ensure the public engaging with the charity receive prompt and accurate responses. 7. Proactively seek opportunities to share appropriate content on social media groups and pages to promote Cornwall Air Ambulance Trust, using generic and localised messaging within geographics areas of Cornwall and the Isles of Scilly. 8. Content management for areas of the website, including the news pages. 9. Plan and execute the calendar to manage scheduled PR and social media is aligned to the organisational and fundraising strategies. 10. Attend key events to maximise the PR exposure for Cornwall Air Ambulance Trust. Communications and Media Officer – November 2025 11. Maintain the content library in an organised fashion, including all media files, where necessary obtaining written consent to their use from patients, the ambulance service, professional and amateur photographers and others. 12. Be media trained to act as a spokesperson and undertake interviews. Delegate this to trustees, the CEO and others where more appropriate, providing briefings and training and support where necessary. 13. Manage and be prepared to provide on call media support including social media and deal with urgent/crisis communications as part of the out of hours rota during weekends. 14. Plan and co-ordinate PR opportunities using appropriate ambassadors or social media influencers to effectively promote Cornwall Air Ambulance Trust. 15. Ensure we utilise the Cornwall Air Ambulance retail stores to effectively displace key up to date messaging. Patient Case Studies and Fundraisers 1. Interrogating and analysing the charity’s operations database and HEMS produced data, producing monthly summary reports, mission maps and statistics and providing all key media platforms with a summary press release and electronic imagery of our operational activity. 2. Researching patient case studies, working closely with the operations and clinical team, fundraising team, former patients and their families, sensitively conducting interviews and producing written and electronic content for use across a wide range of media platforms. 3. Advise the clinical team of appropriately identified patients who wish to share their story and/or visit the airbase. Lead and host the visit as appropriate. 4. Organising external media opportunities, including photoshoots and filming opportunities, managing the practical arrangements, being sensitive to the requirement of the operational team. 5. Taking photographs, shooting film at cheque presentations, and during visits by the public, corporate supporters, community groups and others, for use by the charity and the supporters in publicity. 6. Attend periodic events and meetings to promote the work of Cornwall Air Ambulance Trust. Other responsibilities of the role 1. Providing a monthly summary report of PR and media delivery to the Head of Marketing and Communications. 2. Produce periodic internal communications for staff, volunteers, trustees and ambassadors. 3. Ensuring Cornwall Air Ambulance HQ and retail locations are creatively and effectively showcasing our work in the most impactful way. 4. Measure outputs and impacts of all media communication, providing statistical information to the Head of Marketing and Communications in the form of analytical reports and linking the outcomes and ROI to campaigns with media activity. Requirement of the Role: Basic DBS check Communications and Media Officer Values All staff must embody Cornwall Air Ambulance Trust’s (CAAT) values and conduct business in a manner that reflects the values of our brand: • Kindness Showing compassion, empathy, and consideration towards others, fostering a positive and supporting environment. • Respect. Recognising the worth and value of others, embracing diversity and treating everyone with dignity • Integrity Standing true to moral principles, being honest and acting with consistency and transparency. • Progressive Embracing innovation, challenging the status quo, and continuously evolving for a better future. • Teamwork Working towards a common goal, combining individual strengths for collective success This job description should be regarded only as a guideline of the duties required and is not definitive. The nature of the post and the organisation is such that duties may be reviewed in the light of changing circumstances following consultation with the job holder. The job holder is required to act at all times in accordance with the Trust’s agreed policies and procedures. The post holder should sign below to confirm they understand the information provided in this job description. Signed: Date: Communications and Media Officer Person Specification Communications and Media Officer Charity Headquarters, Newquay Attributes Requirements Qualifications, training & professional membership Essential Experience in a similar role or graduated with an appropriate degree with proven practical or internship experience Desirable Degree qualification in related subject Method of Assessment Application Form Experience of building and managing media relationships Previous experience of working in the charity sector. Application Form Interview Experience of website CMS Use of WordPress. Proven experience of producing engaging content including written, video and photo content for a variety of platforms Versed in software including InDesign, Photoshop and Abode Creative suite. Knowledge & experience Previous experience of working to targets and deadlines. Track record of successfully selling in stories to media. Experience of briefing spokespeople before interviews. Knowledge of Cornwall’s media and journalists. Experience of managing crisis communications. Social and geographical knowledge of Cornwall Experience of working with designers, printers and fulfilment companies. Prioritisation, organisation and time management skills. Ability to tailor writing style and to capture key charity messaging. Interview Skills & abilities Ability to demonstrate emotional intelligence when working with charity colleagues, the clinical team Ability to empower and encourage others in the team to assist with Communications and Media Officer and above all former patients and their families producing content for specific projects. Managing multiple projects simultaneously and communicating with team on delivery. Exceptional listening skills. Ability to use CRM / database programmes. Enthusiasm and passion for Cornwall Air Ambulance’s work Flair for writing engaging and compelling content for website, social media, press releases, stories, newsletters and e- communications and magazines. Ability to produce media packs and brief media and other stakeholders prior to interview. Aptitude to recognise and avert crisis communication situations. Ability to capture the essence of what is required and to add value from personal experience and skills in writing Excellent IT skills including MS Office packages, in particular Outlook, Word, Excel, Power-point and Sharepoint Self starter Team player ‘Can-do’ attitude Able to remain calm and focussed under pressure. Natural empathy and compassion Personal qualities Communications and Media Officer Other Flexibility to work outside of normal office hours Full UK driving licence Communications and Media Officer
Job Description Job title: Senior Finance Officer Reporting to: Head of Finance and Business Intelligence Charity Headquarters, Newquay (hybrid working considered) 37.5 hours per week (part-time hours maybe considered) Location: Hours: Job Purpose The postholder is a key player in delivering and ensuring robust financial management and supporting strategic decision-making. Delivering day-to-day financial operations, produce accurate monthly accounts, and help shape budgets and forecasts, with a scope to influence process improvements and digital transformation. Line Management Responsibilities: None Key Responsibilities 1. Assist in the preparation and maintenance of annual budgets. To report monthly activities against budget and carry out reforecasting as necessary. 2. Advise on the allocation of resources including restricted and unrestricted financial activity. 3. Produce timely and accurate monthly financial accounts, together with balance sheets, cashflows, KPI’s and graphical analysis. 4. Maintain day-to-day financial control, providing budget holders with relevant financial information as required. 5. Support the Chief Executive and the Head of Finance & Business Intelligence in completion of annual reports including the returns to The Charity Commission. 6. Supervise the day-to-day activities of the Finance Officer. 7. Devise, implement and ensure that appropriate internal financial audit checks and controls are in place and applied accordingly. 8. Maintain and ensure that VAT returns (Partial exemption) are prepared and made to HMRC on time. 9. Management and overview of Cornwall Air Ambulance Trusts direct debit collection systems. 10. Bank reconciliations and monitoring of all charity bank accounts. 11. Maintain and regularly update the Fixed Asset Register on Sage 50. 12. Oversee the charity shops EPOS (Electronic Point of Sale) systems in conjunction with the Retail Managers and the Finance Officer. Monitoring bank discrepancies. 13. Accurate coding of sales and purchase invoices for posting to Sage 50. 14. Maintain sales and purchase ledger debtor/creditor positions. 15. Maintain and enhance the Purchase Ordering system. Senior Finance Officer – December 2025 16. Downloading, posting and reconciling of multiple online Fundraising income streams. 17. Check and process payroll, including reconciling PAYE and pensions. Requirement of the Role: Basic DBS check Values All staff must embody Cornwall Air Ambulance Trust’s (CAAT) values and conduct business in a manner that reflects the values of our brand: • Kindness Showing compassion, empathy, and consideration towards others, fostering a positive and supporting environment. • Respect. Recognising the worth and value of others, embracing diversity and treating everyone with dignity • Integrity Standing true to moral principles, being honest and acting with consistency and transparency. • Progressive Embracing innovation, challenging the status quo, and continuously evolving for a better future. • Teamwork Working towards a common goal, combining individual strengths for collective success This job description should be regarded only as a guideline of the duties required and is not definitive. The nature of the post and the organisation is such that duties may be reviewed in the light of changing circumstances following consultation with the job holder. The job holder is required to act at all times in accordance with the Trust’s agreed policies and procedures. The post holder should sign below to confirm they understand the information provided in this job description. Signed: Date: Senior Finance Officer – December 2025 Person Specification Senior Finance Officer Based at Charity Headquarters, Newquay Attributes Requirements Essential Desirable Financial qualification to NVQ Level 3 AAT or equivalent qualification/experience Qualifications, training & professional membership Membership of professional bodies and a proven track record in CPD Financial qualification to NVQ Level 4 AAT or equivalent qualification/experience Method of Assessment Application Form Ability to develop, monitor and maintain management information systems and procedures. Understanding of the principles of charity accounting regulations including SORP / SOFA Application Form Interview A track record of successful financial book-keeping / record-keeping in a similar sized organisation. Understanding of application of tax and VAT in charity accounting A proven working knowledge of accounting software, including a good understanding of accounting principles. Knowledge & experience Understanding of charities operating with a trading subsidiary company Thorough knowledge of Sage 50 accounting software Experience of financial responsibility for budgets, end of year accounts preparation and external liaison with auditors. Experience of working in a financial capacity within a charity or Senior Finance Officer – December 2025 voluntary sector or not- for-profit organisation Experience of Retail Epos and Charity CRM databases Application Form Interview Use of Sharepoint and Teams Skills & abilities Ability to work on own initiative, prioritise workload, handle pressure and take day-to-day decisions relating to basic finance matters in accordance with delegated authority. Research, analyse and interpret complex information and produce clear verbal and written reports. High levels of accuracy and attention to detail. Excellent communication skills both orally and in writing. Exceptional organisational skills. Proven integrity with sensitive and confidential information. Initiative to identify improvements in process and working practices. Computer literate and numerate. Highly proficient with computerised accounting systems. Excellent IT skills including MS Office packages, in particular Outlook, Word, Senior Finance Officer – December 2025 Excel, Power-point and CRM databases Self-starter, with the ability to work autonomously but also part of a team Enthusiasm and passion for Cornwall Air Ambulance’s work. Interview Personal qualities “Can-do” attitude. Self-Motivated. Flexible approach. Other Desire to specialise in Charity finance and accounting. Full UK driving license Senior Finance Officer – December 2025
Job Description Job title: Senior Finance Officer Reporting to: Head of Finance and Business Intelligence Charity Headquarters, Newquay (hybrid working considered) 30 hours per week (as part of a job share) Location: Hours: Job Purpose The postholder is a key player in delivering and ensuring robust financial management and supporting strategic decision-making. Delivering day-to-day financial operations, produce accurate monthly accounts, and help shape budgets and forecasts, with a scope to influence process improvements and digital transformation. Line Management Responsibilities: None Key Responsibilities 1. Assist in the preparation and maintenance of annual budgets. To report monthly activities against budget and carry out reforecasting as necessary. 2. Advise on the allocation of resources including restricted and unrestricted financial activity. 3. Produce timely and accurate monthly financial accounts, together with balance sheets, cashflows, KPI’s and graphical analysis. 4. Maintain day-to-day financial control, providing budget holders with relevant financial information as required. 5. Support the Chief Executive and the Head of Finance & Business Intelligence in completion of annual reports including the returns to The Charity Commission. 6. Supervise the day-to-day activities of the Finance Officer. 7. Devise, implement and ensure that appropriate internal financial audit checks and controls are in place and applied accordingly. 8. Maintain and ensure that VAT returns (Partial exemption) are prepared and made to HMRC on time. 9. Management and overview of Cornwall Air Ambulance Trusts direct debit collection systems. 10. Bank reconciliations and monitoring of all charity bank accounts. 11. Maintain and regularly update the Fixed Asset Register on Sage 50. 12. Oversee the charity shops EPOS (Electronic Point of Sale) systems in conjunction with the Retail Managers and the Finance Officer. Monitoring bank discrepancies. 13. Accurate coding of sales and purchase invoices for posting to Sage 50. 14. Maintain sales and purchase ledger debtor/creditor positions. 15. Maintain and enhance the Purchase Ordering system. Senior Finance Officer – December 2025 16. Downloading, posting and reconciling of multiple online Fundraising income streams. 17. Check and process payroll, including reconciling PAYE and pensions. Requirement of the Role: Basic DBS check Values All staff must embody Cornwall Air Ambulance Trust’s (CAAT) values and conduct business in a manner that reflects the values of our brand: • Kindness Showing compassion, empathy, and consideration towards others, fostering a positive and supporting environment. • Respect. Recognising the worth and value of others, embracing diversity and treating everyone with dignity • Integrity Standing true to moral principles, being honest and acting with consistency and transparency. • Progressive Embracing innovation, challenging the status quo, and continuously evolving for a better future. • Teamwork Working towards a common goal, combining individual strengths for collective success This job description should be regarded only as a guideline of the duties required and is not definitive. The nature of the post and the organisation is such that duties may be reviewed in the light of changing circumstances following consultation with the job holder. The job holder is required to act at all times in accordance with the Trust’s agreed policies and procedures. The post holder should sign below to confirm they understand the information provided in this job description. Signed: Date: Senior Finance Officer – December 2025 Person Specification Senior Finance Officer Based at Charity Headquarters, Newquay Attributes Requirements Essential Desirable Financial qualification to NVQ Level 3 AAT or equivalent qualification/experience Qualifications, training & professional membership Membership of professional bodies and a proven track record in CPD Financial qualification to NVQ Level 4 AAT or equivalent qualification/experience Method of Assessment Application Form Ability to develop, monitor and maintain management information systems and procedures. Understanding of the principles of charity accounting regulations including SORP / SOFA Application Form Interview A track record of successful financial book-keeping / record-keeping in a similar sized organisation. Understanding of application of tax and VAT in charity accounting A proven working knowledge of accounting software, including a good understanding of accounting principles. Knowledge & experience Understanding of charities operating with a trading subsidiary company Thorough knowledge of Sage 50 accounting software Experience of financial responsibility for budgets, end of year accounts preparation and external liaison with auditors. Experience of working in a financial capacity within a charity or Senior Finance Officer – December 2025 voluntary sector or not- for-profit organisation Experience of Retail Epos and Charity CRM databases Application Form Interview Use of Sharepoint and Teams Skills & abilities Ability to work on own initiative, prioritise workload, handle pressure and take day-to-day decisions relating to basic finance matters in accordance with delegated authority. Research, analyse and interpret complex information and produce clear verbal and written reports. High levels of accuracy and attention to detail. Excellent communication skills both orally and in writing. Exceptional organisational skills. Proven integrity with sensitive and confidential information. Initiative to identify improvements in process and working practices. Computer literate and numerate. Highly proficient with computerised accounting systems. Excellent IT skills including MS Office packages, in particular Outlook, Word, Senior Finance Officer – December 2025 Excel, Power-point and CRM databases Self-starter, with the ability to work autonomously but also part of a team Enthusiasm and passion for Cornwall Air Ambulance’s work. Interview Personal qualities “Can-do” attitude. Self-Motivated. Flexible approach. Other Desire to specialise in Charity finance and accounting. Full UK driving license Senior Finance Officer – December 2025