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Legacy and Trusts Officer

2 months ago


Witney, Oxfordshire, United Kingdom Landmark Faith Recruiting Solutions Ltd Full time
Legacy and Trusts Officer Opportunity

Fantastic opportunity exists at Landmark Faith Recruiting Solutions Ltd to appoint a talented Legacy & Trusts Officer to work with our supporter engagement team in delivering the Legacy & Trusts Management strategy, and in building the charity's reputation as an excellent recipient of legacies.

You will maximize income generation from legacies and trusts, which will include promotion, marketing, fundraising, training, and administration.

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) is required.

Additionally, you can demonstrate 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.

Key Responsibilities:

  • Maximize income generation from legacies and trusts
  • Promote and market legacy and trust opportunities
  • Develop and implement legacy and trust strategies
  • Administer legacy and trust funds
  • Work with the supporter engagement team to deliver legacy and trust management strategy

Requirements:

  • Experience in 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)
  • Strong Christian Faith
  • Ability to work with the supporter engagement team to deliver legacy and trust management strategy