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Legacies form a key source of income for the British Heart Foundation (BHF), raising approximately £100m a year for our life‑saving research. As a Legacy Manager, you will manage, protect, and optimise this income. You'll work alongside three other Legacy Managers, supporting the Head of Legacy Management to build on the team’s successes and to optimise the BHF’s income from gifts in Wills.
Job Responsibility:
Manage, protect, and optimise legacy income
Manage casework in accordance with the law, best practice, and BHF’s processes and procedures
Collaborate with internal and external stakeholders
Provide technical guidance to colleagues and potential legacy givers
Line manage two Assistant Legacy Officers and our Legacy Administrator
Deputise for the Head of Legacy Management
Requirements:
Extensive experience in legacy management within the charities legacy sector
Qualified Private Client Solicitor
Qualified member of the Society of Trust and Estates Practitioners
Qualified Chartered Legal Executive with experience of Wills and Probate
High levels of empathy and belief in the BHF’s work
Previous line management experience
First‑class leadership skills
Excellent communication and strong interpersonal skills
High levels of financial numeracy
Previous experience in a fast‑paced environment
Excellent IT skills
Exceptional attention to detail
Strong time‑management abilities
Capability to prioritise workload and deliver to deadlines
What we offer:
30 days annual leave plus bank holidays
Private medical insurance
Dental health cover
Money towards gym membership
Pension scheme with employer contribution up to 10%
Full pay for 12 weeks for family leave including maternity, paternity and adoption leave
Life assurance
Extra paid leave of up to 10 days to support colleagues