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Legacy Manager

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British Heart Foundation

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Location:
United Kingdom , London

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Category:

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Contract Type:
Not provided

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Salary:

43000.00 - 45500.00 GBP / Year
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Job Description:

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

Additional Information:

Job Posted:
February 04, 2026

Expiration:
February 08, 2026

Employment Type:
Parttime
Work Type:
Hybrid work
Job Link Share:

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