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Legacy Officer

2 months ago

Surrey, United Kingdom EASYWEBRECRUITMENT Full time
About the Role

We are seeking a highly skilled Legacy Officer to join our team at Compassion in World Farming International. As a key member of our Global Fundraising Team, you will play a crucial role in supporting and coordinating a growing caseload of legacies, ensuring compliance and maximising income.

Key Responsibilities
  • Manage and coordinate a complex caseload of legacy gifts, ensuring compliance with legal and organisational policies.
  • Assist in expanding our legacy giving programme in new international markets, working closely with global teams to support strategies that maximise legacy income across different regions.
  • Forecast legacy income, conduct estate reviews, and prepare detailed reports to inform strategic decisions.
  • Maintain and develop strong relationships with key stakeholders, including executors, solicitors, and international colleagues, to ensure the smooth administration of legacy gifts.
About You

To be successful in this role, you will need experience in UK legacy administration, preferably within an international context. You should have a proven ability to manage and coordinate a complex caseload of legacy gifts, ensuring compliance and maximising income. Strong analytical and forecasting skills, with attention to detail in reporting, and excellent literacy and communication skills are essential.

You will be able to build and maintain good relationships with executors, solicitors, and other key internal and external stakeholders. A passion for global animal welfare issues is also desirable, as well as experience with First Class and Salesforce CRM systems.

What We Offer

As a Legacy Officer at Compassion in World Farming International, you will have the opportunity to work in a dynamic and supportive team, contributing to a dedicated mission to end factory farming worldwide. You will enjoy a range of benefits, including an enhanced annual leave of 25 days per year, free onsite parking, optional savings schemes, and a defined Contribution Pension Scheme.

We are committed to providing equal opportunities for everyone, regardless of their background. We value diversity and experience, and acknowledge the underrepresentation of people from certain backgrounds, both within our organisation and across the sector. We welcome applications from underrepresented groups, whether these be of ethnicity, gender, identity, religion, physical ability, sexual orientation or other.