Legacy Officer

Legacy Officer These are exciting times for the Charity, and we now have an excellent opportunity for a proactive and customer-focused Legacy Officer to join the busy Legacy Administration Team. Position: Legacy Officer Location: Devon/Hybrid (onsite attendance currently anticipated to be 2-3 days per week) Hours: Full-time, 35 hours per week, 08.30-16.30, Monday-Friday. Salary: £35,373 per annum Contract: Permanent contract starting as soon as possible Closing Date: Sunday 21 December 2025. However, we reserve the right to close this role early if a suitable candidate is found. Interview Date: Sidmouth centre on the 15th & 16th January 2026. About the Role As Legacy Officer, you will manage a proportional share of legacy cases, predominantly comprising residuary, life interest, discretionary and specific legacies, including a small proportion of those which are contentious and identifying and resolving complex case issues. Depending on experience and any complexities and associated risk to the Charity, you will have autonomy to make decisions daily; including financial decisions associated with estate assets which include properties and investments (which are typically hundreds of thousands and on occasion millions of pounds), enhancing the Sanctuary’s reputation as a good recipient of legacies by building good rel...