Job Description

Please note this is a permanent position

Working hours:

Minimum of 35 hours per week - Agile - working in our London Headquarters a minimum of 40% per month

Interview date:

To be confirmed

Are you an experienced Legacy Officer? Do you want to help us make a lasting difference?

We are looking for a Legacy Officer to play a vital role in ensuring every gift left in a Will reaches its full potential. Our legacy notifications and income have grown, bringing in over 60M last year. This is your chance to be at the heart of something truly meaningful, where every detail matters and every legacy counts.


You'll manage a diverse caseload of residuary and life interest legacies. You will correspond professionally and sensitively with personal representatives, professional advisers, charity co-beneficiaries, and other stakeholders to resolve legacy cases effectively.

What you'll bring:

Demonstrable experience and understanding of charity legacy administration Ability to communicate clearly, assertively and compassionately with Executors, solicitors and bereaved family and friends High level of numeracy skills in order to approve complex Estate Accounts and tax calculations Self-motivation with prioritising, planning and project management skills Experience of operating in a modern digital workplace, including using digital tools (and what is needed from the role) to work collaboratively and productively. Ideally have experience of using First Class 4 legacy software Either have or are working towards a recognised professional legacy qualification including Certificate in Charity Legacy Administration (CiCLA), Solicitor, or other relevant legal qualification

This role will be based on site at our Headquarters at Denmark Hill, working closely with the Legacy Unit. You'll be working 35 hours per week. We are looking for you to attend the office 2 days per week. There is flexibility to work your remaining hours across the week.

You will be a crucial part in ensuring that all legacies to the charity are administered in a timely and sensitive manner, maintaining and building great relationships with both internal and external stakeholders.

In the job profile you will find the criteria required for the role please make sure that you address this in your supporting statement as this forms the basis of our shortlisting.

Appointment subject to satisfactory references, proof of right to work in the UK.

For details of how to prove your right to work in the UK please click

here

and please note that we are unable to offer sponsorship.

Please note that any Salvation Army employees who are under notice of redundancy and apply for this position will be given priority consideration.

We reserve the right to close this advert earlier if we feel that we have received sufficient applications.

Promoting equality in the workplace and as a disability confident leader scheme employer, we guarantee to interview all disabled applicants who meet all the minimum essential criteria for the vacancy.