Legacy and Trusts Officer

3 days ago


Faringdon, Oxfordshire, United Kingdom Landmark Faith Recruiting Solutions Ltd Full time

Job Summary:

We are seeking a talented Legacy and Trusts Officer to join our team at Landmark Faith Recruiting Solutions Ltd. As a key member of our supporter engagement team, you will play a crucial role in delivering our Legacy and Trusts Management strategy.

Main Responsibilities:

  • Maximize income generation from legacies and trusts through promotion, marketing, fundraising, training, and administration.
  • Develop and implement effective strategies to build the charity's reputation as an excellent recipient of legacies.
  • Work closely with the supporter engagement team to deliver the Legacy and Trusts Management strategy.
  • Provide expert legacy administration services to our supporters.
  • Collaborate with internal stakeholders to ensure seamless delivery of legacy-related projects.

Requirements:

  • Experience in carrying out legacy administration at a senior level within the charity sector or as a qualified private client solicitor / member of STEP (Society of Trust and Estate Practitioners).
  • Experience in using a CRM or equivalent system.
  • A strong Christian faith, as there is a Genuine Occupational Requirement under the Equality Act 2010 that the post holder will be an active and practising Christian.

What We Offer:

A competitive salary of up to £34,000, plus pension and benefits.


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