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Legacy Officer
3 weeks ago
Back to Results Legacy OfficerThese are exciting times for the Charity, and we now have an excellent opportunity for a proactive and customer-focused Legacy Officer to join the busy Legacy Administration Team.Position: Legacy OfficerLocation: Devon/Hybrid (onsite attendance currently anticipated to be 2-3 days per week)Hours: Full-time, 35 hours per week, , Monday-Friday.Salary: £35,373 per annumContract: Permanent contract starting as soon as possibleClosing Date: Sunday 21 December 2025. However, we reserve the right to close this role early if a suitable candidate is found.Interview Date: Sidmouth centre on the 15th & 16th January 2026.About the RoleAs Legacy Officer, you will manage a proportional share of legacy cases, predominantly comprising residuary, life interest, discretionary and specific legacies, including a small proportion of those which are contentious and identifying and resolving complex case issues.Depending on experience and any complexities and associated risk to the Charity, you will have autonomy to make decisions daily; including financial decisions associated with estate assets which include properties and investments (which are typically hundreds of thousands and on occasion millions of pounds), enhancing the Sanctuary’s reputation as a good recipient of legacies by building good relationships with professionals, Lay Executors, as well as friends and family involved in each administration. You will be supervised on more complex cases and high value legacies, to progress personal development.About YouYou will have a relevant qualification recognised by the Legacy profession; ILM Certificate in Charity Legacy Administration (CiCLA) or equivalent (STEP or ILEX) and/or significant previous experience of working in legacy administration at an equivalent level and a substantial knowledge of legacy or probate administration.Ideally you will be proficient in the use of FirstClass 4 and commensurate knowledge of MS Office including Excel and have up to date knowledge of charity law (as it applies to charity legacies), taxes applicable to estates and probate/trust law and processes and data protection relating to charity administration.As part of the process, you will be asked to upload your CV and Cover Letter once you click to apply.Benefits include:Competitive pension.Life assuranceHealthshield.31 days holiday (including Bank holidays), rising to 34 will each full year of service.Wellbeing team.Recorded Pilates and Yoga classes.Long service awards.Healthshield planFree parking.Subsidised restaurant and shop.About the OrganisationThe sanctuary is one of the UK’s largest international animal welfare charities, currently supporting projects in over 35 countries worldwide, working for a world where donkeys and mules live free from suffering and their contribution to humanity is fully valued.The Charity is a Disability Confident Employer, committed to safeguarding and promoting the welfare of vulnerable people (children and adults) and expects all staff and volunteers to undertake this commitment. Applicants will be subject to safer recruitment processes, including an application for a Disclosure and Barring Service (DBS) check where required for the post.You may also have experience in areas such as Junior Legacy Officer, Senior Legacy Officer, Legacy Case Officer, Legacy Administration Officer, Legacy Giving Officer, In Memory, Legacy and In Memory Officer, Legacy and In Memory Giving Officer, Gifts in Wills, Trusts and Legacies, Probate. #INDNFPPLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation
