Legacy Officer

6 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

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