Legacy Officer

Legacy Officer

Location: Barnstaple, Bristol or St Austell or Hybrid
Job Type: Full time
Contract Type: Permanent
Salary: £31,543 - £37,034 per annum (pro rata for 30 hours)

This is an exciting opportunity to join our client as their Legacy Officer. You will play a key role in dealing with all matters relating to legacies and bequests to the Charity and fully maximising legacy income.

About the role:

Legacy income is a significant source of funds for the charity ensuring their vital care for children and young people with life limiting conditions continues. You will be responsible for the day to day administration of a mixed caseload of residuary and pecuniary legacies, as well as having the opportunity to work on a number of complex and contentious cases. You will ensure legacy income is fully maximised, cash flow maintained, and all legal and procedural requirements met.

You will be working closely with the finance and income processing team as well as the Legacy Fundraiser. You will therefore be able to work on your own initiative as well as being a good team player. This is a busy role within a supportive and hard working team.

About you:

They are looking for someone who has experience in either a charitable legacy administration team and/or working within the estate administration sector. It would be advantageous to have a working knowledge of the law of wills and probate.

• Possession of the Institute of Legacy Management Certificate of Competence or equivalent, or a willingness to study for this qualification, where appropriate
• Demonstrable experience of legacy administration and/or estate management
• Experience of managing and prioritising a caseload
• Strong verbal and written skills
• Ability to interact effectively in sensitive or emotional situations
• Exceptional administration skills
• Ability to build a rapport with professional and lay executors
• Strong working knowledge of Microsoft Office Suite including Word, Excel and Outlook
• Ability to identify when a case carries financial or reputational risk

About the organisation and why join them:

They are an established and highly successful charity providing hospice care for children with life limiting conditions and their families in the Southwest of England.
They offer a flexible work environment, with home working, autonomy to manage your own diary and workload as part of an exciting, professional and creative team. They are passionate and proud of the work they do and the real difference they make to the community.

Closing date: 12th June 2024
Interviews: 24th June 2024

They reserve the right to close this vacancy early If sufficient applications are received, therefore it is recommend applying for the role as soon as possible.

What they Offer:

• 33 days (plus bank holidays) holiday entitlement, which increases with service
• enhanced sick pay scheme rising up to 6 months full and 6 months half pay
• personal pension scheme with 7% employer contribution
• family friendly policies, with enhanced maternity/adoption pay
• occupational health, wellbeing and counselling services and employee assistance programme
• group life insurance scheme
• training and development opportunities
• environmental and green agenda
• a supportive and inclusive environment
• a chance to make a real difference

Apply Now:

To find out more please see the job description and person specification on this page.

Our client is committed to safeguarding and promoting the welfare of children and young people and all employees must apply for an enhanced disclosure from the Disclosure and Barring Service. They welcome applications from all sections of the community.

This fantastic opportunity will give you the chance to explore the wonders of the South West, whether you are already located here, you are a returner or looking for a different way of life; the South West offers a high quality of life and great leisure opportunities. These environmental attractions are matched by the excellent reputation of the highly successful Children’s Hospice as an organisation and local employer.

You may also have experience in the following: Fundraising Manager, Estate Management, Donor Management, Legacy income, Fundraiser, Business Development, Senior Fundraising Officer, Charity, Charities, Third Sector, NFP, Not for Profit, Marketing Manager, Marketing Coordinator, Legacy Management, Gifts in Will, Will donation etc.

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