My Basket0

Would you like to be an Engagement Board Member?


Publication date:

04 July 2019

Last updated:

04 July 2019


Personal Finance Society

We are pleased to announce a newly created Board role – Engagement Board Member for which we are now seeking applicants.

This is the first of four new Engagement Board Member positions that are being introduced to the CII Board to ensure that the voice of the member is taken into account during Board discussions and decision-making. Each appointment will represent a different sector of the CII diverse and wide membership and this appointment will represent the financial planning sector.

The CII Board is responsible for leading and developing the strategic direction of the CII as a public trust body and promoting, through the strategy, the CII’s object to “secure and justify the confidence of the public”. The Board must ensure that there are sufficient financial and human resources in place to enable the CII to achieve its strategic aims within a system of effective internal controls and risk management procedures. To enable the CII to meet its objectives, the Board must set the tone of the Institute from the top and establish a culture where an understanding of public trust and ethical values persist.

The Engagement Board member roles are open to all members who can demonstrate that they have recent and an active member engagement experience - for example, attending regional events, actively participating with their local institutes or regions and attending webinars. In addition, for this role, ideally we’ll be looking for someone who is professionally qualified and can demonstrate recent work experience in the financial planning profession.

Find out more and apply

If you are interested in this position you can find application packs with further information on the role, role requirements and recruitment process available to download from the right side of this page.

If, having reviewed these details, you wish to apply, please e-mail your CV and a cover letter outlining how your skills and experience meet the requirements of the role to

You’ll also need to complete our equality monitoring survey.

This survey is anonymous, used for monitoring purposes only and will have no impact on your application for this role.

The closing date for applications is Friday 26 July 2019.

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.

We are committed to promoting equality and diversity and to building a workforce and governance structure reflective of the communities we serve.