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Legacy Officer

4 months ago

London, United Kingdom British Heart Foundation Full time

We're looking for a self-motivated individual to join us as a new Legacy Officer and run a demanding caseload of legacies, helping us in the delivery of our ambitious strategy.

As our Legacy Officer you'll be responsible for the day-to-day administration of legacies in accordance with our policies and strategy. You'll manage your own caseload of largely residuary legacies, working up to include complex and contentious cases. You will answer enquiries from solicitors and individuals in connection with bequests and assist in all matters relating to the department’s work.

Our Legacy team is sector leading. You’ll have the opportunity to build British Heart Foundation’s (BHF) reputation as a good recipient of legacies and increase BHF’s income from bequests.

Over half of our income comes from people leaving a gift to us in their Will. Charitable legacies are therefore vital to enable us to continue our life-saving research programme to fight cardiovascular disease.

**Working arrangements**

This is Fixed term contract until 31 May 2025, covering family leave. Start date is as soon as possible.

This is a blended role, where your work will be dual located between your home and our London office.

At BHF we believe in the power of being together, so our colleagues on blended contracts can expect to spend some time in their office, at least one day each week, on average. The use of our office spaces is driven in part by your role and the activities you need to do. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause.

**About you**
***
With excellent spoken and written communication skills, able to communicate complex issues clearly and succinctly, you’ll have a willingness to learn and have previous experience working in a fast-paced environment.

You'll have excellent IT skills, particularly MS Office, and have a high level of empathy able to develop strong relationships with colleagues and contacts.

**About us**
***
Every single one of us is vulnerable to the heartbreak caused by heart and circulatory diseases - they are the world’s biggest killers. But the research we fund represents hope. And nothing matters more than finding cures and treatments that give us more time with the people we love.

We value and respect every individual’s unique contribution, celebrate diversity, and make inclusion part of what we do every day.

Our Equality, Diversity and Inclusion (EDI) Strategy, Igniting Change, along with our internal EDI group, Kaleidoscope, and a growing number of employee network groups (our Affinity Groups), help us create an environment where all our colleagues and volunteers can succeed.

**What can we offer you?**
***
Please find details of what we offer on our benefits page.

**Interview process**
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Please note interviews will be held over Microsoft Teams. Interviews may be held during the advertising period or shortly after the close date.

**How to apply**
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- Please note that we are unlikely to be able to sponsor applicants in respect of this role due to the role not meeting the minimum salary criteria to be eligible for sponsorship._