Legacy Officer

5 months ago

Kings Hill, United Kingdom Charities Aid Foundation Full time

**Job reference number**:RB081

**Contract**: Permanent, full time, 35 hours per week

**Location**: Kings Hill or London based, hybrid working (minimum 2 days per week in the office)

**Salary**: £27,720 - £35,000 per annum dependent on experience

Are you looking for a unique Legacy Administration position, in a team which handled over £22.5m in gifts last year?

We’re looking for a talented Legacy Officer to join our Legacies Team at Charities Aid Foundation (CAF) or alternatively someone with good administrative skills and a willingness to learn on the job.

**What you’ll do**

At CAF, every one of us contributes to our impact, and as our Legacy Officer you too will play an integral part in what we do.

We are looking for a Legacy Officer to join the team to support with the administration of straightforward gifts left to CAF, respond to client enquiries, liaise with executors, and be responsible for accurate record keeping and filing with respect to all legacy cases that we handle.

As our Legacy Officer you will:

- Manage the administration of legacy gifts, both pecuniary and residuary legacies, but also have some exposure to more complex residuary gifts. This will include liaising with executors to collate required information
- Manage the onward granting process, ensuring fees are calculated and deducted properly and funds are disbursed in line with client wishes
- Review Deeds of Variation and other draft documents from clients to ensure they are fit for purpose
- Provide support to the Legacy Manager for complex cases, including representing the Legacy Team at internal and external meetings
- Contribute to business development, by preparing and delivering presentations to Will writers, estate planners etc.
- Support the wider Private Client team as required, by supporting with expertise when clients have legacy giving plans
- Other support to the Legacy Manager as required

**Who you’ll be**
- Excellent attention to detail
- Fantastic organisation skills
- The ability to problem solve
- Demonstrable interest in the charity sector

**What’s in it for you**

At CAF you will receive:

- Permanent hybrid ways of working where roles allow
- Six weeks holiday plus bank holidays
- A wide range of development opportunities to support personal and professional growth
- Pension scheme with better-than-market employer contribution options
- Social impact benefit schemes

For all our employer benefits and to gain an insight into our culture and values, please visit cafonline.org/careers.

**Who we are**

At Charities Aid Foundation we accelerate social progress by providing essential connections between donors, charities and communities.

We safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through our award-winning bank CAF Bank.

Our purpose is to enable a better landscape for giving and a fair and sustainable future for all.

**Diversity and inclusion**

We know that the more diverse and inclusive our organisation becomes, the more creative, effective and impactful we will be. Our aim is for our workforce to represent the society we serve, and we have embarked upon an ambitious pathway to achieve this.

We want to attract, retain and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.

**How to apply**

Job Reference: RB081

  • Business Intelligence Architect

    1 week ago

    Kings Hill, Kent, United Kingdom Westfalia Fruit Full time

    Business Intelligence Architect RoleWestfalia Fruit is a leading multinational supplier of fresh fruit and related value-added products to global markets. Our vertically-integrated supply chain enables us to grow, source, ripen, pack, process, and market quality produce – 365 days a year and across the globe.We're seeking a Business Intelligence Architect...

  • Business Intelligence Architect

    1 week ago

    Kings Hill, United Kingdom Westfalia Fruit Full time

    Come and join the leading #avoexperts Westfalia Fruit is a leading multinational supplier of fresh fruit and related value-added products to global markets. Through our vertically-integrated supply chain we grow, source, ripen, pack, process and market quality avocadoes & fresh produce – 365 days a year & across the globe.  With the largest...

  • SmartComm Architect

    5 hours ago

    Burgess Hill, United Kingdom N Consulting Ltd Full time

    Possibility of remote work: Hybrid-3 days from the officeContract duration: 6 months, likely to be extendedLocation: Burgess HillIndustry: banking---------------------------------------JOB DETAILSRole Title: SmartComm ArchitectRequired Core Skills:-Smartcomm suite-Smartcomm Integration-Smartcomm ConfigurationNice to have skills:-Java API experince-Cloud...

  • Account Handler

    5 months ago

    Brierley Hill, United Kingdom Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Project Manager

    1 month ago

    Herne Hill, United Kingdom CV-Library Full time

    PROJECT MANAGER (Maternity Cover From Oct/Nov) Join Our Journey Towards 40 Years of Success with Mark Allen! As we approach four decades of excellence, Mark Allen invites you to be part of a legacy built on passion, creativity, and fairness, committed to nurturing our people and our brands. With 550 talented individuals across 7 offices, we’re...

  • Project Manager

    4 weeks ago

    Herne Hill, United Kingdom Mark Allen Group Full time

    PROJECT MANAGER(Maternity Cover From Oct/Nov)Join Our Journey Towards 40 Years of Success with Mark Allen!As we approach four decades of excellence, Mark Allen invites you to be part of a legacy built on passion, creativity, and fairness, committed to nurturing our people and our brands. With 550 talented individuals across 7 offices, we’re recruiting a...

  • User Engagement Executive

    1 month ago

    Herne Hill, United Kingdom CV-Library Full time

    USER ENGAGEMENT EXECUTIVE Client-facing sales support role Join Our Journey Towards 40 Years of Success with Mark Allen! As we approach four decades of excellence, Mark Allen invites you to be part of a legacy built on passion, creativity, and fairness, committed to nurturing our people and our brands. With 550 talented individuals across 7 offices,...

  • Client Partner

    1 month ago

    Herne Hill, United Kingdom CV-Library Full time

    CLIENT PARTNER (Account and New Business Development Manager) Join Our Journey Towards 40 Years of Success with Mark Allen! As we approach four decades of excellence, Mark Allen invites you to be part of a legacy built on passion, creativity, and fairness, committed to nurturing our people and our brands. With 550 talented individuals across 7 offices,...

  • Client Partner

    4 weeks ago

    Herne Hill, United Kingdom Mark Allen Group Full time

    CLIENT PARTNER(Account and New Business Development Manager)Join Our Journey Towards 40 Years of Success with Mark Allen!As we approach four decades of excellence, Mark Allen invites you to be part of a legacy built on passion, creativity, and fairness, committed to nurturing our people and our brands. With 550 talented individuals across 7 offices, we’re...

  • Senior Exhibition Operations Manager

    4 weeks ago

    Herne Hill, United Kingdom Mark Allen Group Full time

    SENIOR EXHIBITION OPERATIONS MANAGERJoin Our Journey Towards 40 Years of Success with Mark Allen!As we approach four decades of excellence, Mark Allen invites you to be part of a legacy built on passion, creativity, and fairness, with a commitment to supporting both our people and our brands. With 550 dedicated individuals across 7 offices, we’re looking...

  • Senior Exhibition Operations Manager

    4 weeks ago

    Herne Hill, United Kingdom CV-Library Full time

    SENIOR EXHIBITION OPERATIONS MANAGER Join Our Journey Towards 40 Years of Success with Mark Allen! As we approach four decades of excellence, Mark Allen invites you to be part of a legacy built on passion, creativity, and fairness, with a commitment to supporting both our people and our brands. With 550 dedicated individuals across 7 offices, we’re...

  • Senior Operations Manager

    2 days ago

    Herne Hill, United Kingdom CV-Library Full time

    SENIOR EXHIBITION OPERATIONS MANAGER Join Our Journey Towards 40 Years of Success with Mark Allen! As we approach four decades of excellence, Mark Allen invites you to be part of a legacy built on passion, creativity, and fairness, with a commitment to supporting both our people and our brands. With 550 dedicated individuals across 7 offices, we’re...

  • Talent Coordinator

    7 months ago

    Breedon on the Hill, United Kingdom Breedon Group plc Full time

    **Description**: At Breedon, a leading construction materials group in the UK, we're on a vibrant growth trajectory, constantly evolving and expanding our reach. Situated in the scenic county of Derbyshire with the flexibility of hybrid working, we offer a unique blend of tradition and innovation. In your pivotal role as Talent Coordinator, you'll dive into...

  • Account Handler

    5 months ago

    Brierley Hill, United Kingdom Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Account Handler

    5 months ago

    Brierley Hill, United Kingdom Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Account Handler

    5 months ago

    Brierley Hill, United Kingdom Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Account Handler

    5 months ago

    Brierley Hill, United Kingdom Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Account Handler

    5 months ago

    Brierley Hill, United Kingdom Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Senior Product Manager

    4 months ago

    Burgess Hill, United Kingdom Atlas Copco Full time

    .fit_to_content{width:%;height:auto}Our solutions are a key part of most industries - electronics, medical research, renewable energy, food production, infrastructure and many more. Working with us means working with the latest technologies and groundbreaking, sustainable innovations.Join us on our journey for a better tomorrow.Senior Product Manager -...

  • Fundraising Manager

    1 month ago

    Camden Town with Primrose Hill, United Kingdom CV-Library Full time

    How to apply - Submit a CV detailing your relevant skills & experience together with a covering letter (one page only, please!) telling us why you’re the right person to join the LGMC family. Call Alisdair at School Staffing with any queries. Reporting to the Board through the Chair of the Development Committee, you will take a leading role in...