Legacy Officer

4 days ago

Surrey, United Kingdom EASYWEBRECRUITMENT Full time
About the Role

We are seeking a highly motivated and organized Legacy Officer to join our Global Fundraising Team at Compassion in World Farming International. As a key member of our team, you will play a crucial role in supporting the administration of UK and international legacy gifts, from notification to final distribution.

**Key Responsibilities:**

  • Manage a growing 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
  • Collaborate with the Legacy Marketing Manager, Legacy Administrator, and global fundraising teams to align legacy administration with broader fundraising initiatives
  • 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 ideally have experience in UK legacy administration, and preferably also 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

We offer a competitive salary and a range of benefits, including:

  • Enhanced annual leave of 25 days per year, along with bank holidays
  • Free onsite parking at HQ
  • Optional savings schemes
  • Excellent development opportunities
  • Flexible, hybrid working model
  • A defined Contribution Pension Scheme

We are an equal opportunities employer and welcome applications from underrepresented groups. To comply with legal requirements, as part of our selection procedure we ask all potential employees to prove their eligibility to work in the UK.

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