Legacy Officer

2 weeks ago

Kings Hill, United Kingdom Charities Aid Foundation Full time

**Job reference number**:RB081

**Contract**: Permanent, full time, 35 hours per week

**Location**: Kings Hill or London based, hybrid working (minimum 2 days per week in the office)

**Salary**: £27,720 - £35,000 per annum dependent on experience

Are you looking for a unique Legacy Administration position, in a team which handled over £22.5m in gifts last year?

We’re looking for a talented Legacy Officer to join our Legacies Team at Charities Aid Foundation (CAF) or alternatively someone with good administrative skills and a willingness to learn on the job.

**What you’ll do**

At CAF, every one of us contributes to our impact, and as our Legacy Officer you too will play an integral part in what we do.

We are looking for a Legacy Officer to join the team to support with the administration of straightforward gifts left to CAF, respond to client enquiries, liaise with executors, and be responsible for accurate record keeping and filing with respect to all legacy cases that we handle.

As our Legacy Officer you will:

- Manage the administration of legacy gifts, both pecuniary and residuary legacies, but also have some exposure to more complex residuary gifts. This will include liaising with executors to collate required information
- Manage the onward granting process, ensuring fees are calculated and deducted properly and funds are disbursed in line with client wishes
- Review Deeds of Variation and other draft documents from clients to ensure they are fit for purpose
- Provide support to the Legacy Manager for complex cases, including representing the Legacy Team at internal and external meetings
- Contribute to business development, by preparing and delivering presentations to Will writers, estate planners etc.
- Support the wider Private Client team as required, by supporting with expertise when clients have legacy giving plans
- Other support to the Legacy Manager as required

**Who you’ll be**
- Excellent attention to detail
- Fantastic organisation skills
- The ability to problem solve
- Demonstrable interest in the charity sector

**What’s in it for you**

At CAF you will receive:

- Permanent hybrid ways of working where roles allow
- Six weeks holiday plus bank holidays
- A wide range of development opportunities to support personal and professional growth
- Pension scheme with better-than-market employer contribution options
- Social impact benefit schemes

For all our employer benefits and to gain an insight into our culture and values, please visit cafonline.org/careers.

**Who we are**

At Charities Aid Foundation we accelerate social progress by providing essential connections between donors, charities and communities.

We safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through our award-winning bank CAF Bank.

Our purpose is to enable a better landscape for giving and a fair and sustainable future for all.

**Diversity and inclusion**

We know that the more diverse and inclusive our organisation becomes, the more creative, effective and impactful we will be. Our aim is for our workforce to represent the society we serve, and we have embarked upon an ambitious pathway to achieve this.

We want to attract, retain and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.

**How to apply**

Job Reference: RB081

  • Junior Developer Apprentice

    2 weeks ago

    Kings Hill, United Kingdom QA Ltd Full time

    **Employer description**: Established in 1998, Cabot Financial is one of the most respected debt purchase companies in the UK. We have offices across the UK in addition to our headquarters in Kings Hill, Kent. We help over 2 million customers manage their credit commitments. We believe in investing for the future to serve our clients well - by investing in...

  • Broker

    3 days ago

    Kings Hill, United Kingdom Gallagher Full time

    **Introduction** Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll...

  • Motor Claims Handler

    5 days ago

    Kings Hill, United Kingdom Gallagher Full time

    **Introduction** Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll...

  • Developer

    2 weeks ago

    Kings Hill, Kent, United Kingdom Charities Aid Foundation Full time £65,000 per year

    Job reference number: MN128Contract: Permanent, full time, 35 hours per week.Location: Kings Hill-based (Kent) with hybrid working (average 2 days per week in the office)Salary: circa £65,000 per annum (depending on experience)Are you a talented developer looking for an opportunity to help our organisation transition from a traditional enterprise software...

  • Executive Officer

    2 weeks ago

    Windmill Hill, United Kingdom AD WARRIOR Full time

    Executive Officer (Clerk and Responsible Financial Officer) All potential applicants are encouraged to scroll through and read the complete job description before applying. Location: Etchingham TN19 7BY  Salary: SCP 29–32: £39,862 – £42,839 per annum (FTE, pro rata for part-time) Vacancy Type: Permanent, Part time – 22 hours per week Closing Date:...

  • Manufacturing Engineer

    3 days ago

    Burgess Hill, United Kingdom BMR Solutions Ltd Full time

    Manufacturing Engineer Burgess Hill, West Sussex £25,000 - £34,000 DOE + Annual Bonus + Health Cash Plan + 25+8days Holidays + Up to 8% Employer Contribution + Generous Benefits package. Monday to Friday Days Based Role. Product & Process Support Engineer needed for a highly successful division of an international manufacturer producing specialist...

  • Sales & Project Engineer

    4 weeks ago

    Brierley Hill, United Kingdom People Solutions Full time

    SALES & PROJECT ENGINEER FULL-TIME, PERMANENTSALARY: £35,000 – £40,000 PER ANNUM (DEPENDING ON EXPERIENCE) People Solutions are currently recruiting for aSales & Project Engineerto join our well-established engineering client based inBrierley Hillon afull-time, permanentbasis. This is an exciting customer-facing opportunity offering a competitive salary,...

  • School Administrator

    2 weeks ago

    Burgess Hill, United Kingdom West Sussex County Council - Schools Full time

    Salary - Grade 4 SCP 5 £24,790 - £25,992 FTE (starting from £21,358 actual) - Location - Oak Tree Primary School - Address - Junction Road, Burgess Hill, West Sussex RH15 0PZ - Website - Telephone No - 01444233368 - Required From - February 2025 - Contract - Permanent, Full-time, Term-time 37 hours per week 1 FTE **Job advertisement**: - Overall purpose...

  • System Engineer

    6 days ago

    Biggin Hill, United Kingdom Formula 1 Full time

    System Engineer Join to apply for the System Engineer role at Formula 1 Are you ready to make your mark in the world of Formula 1? At Formula 1, we are passionate about delivering the world’s greatest sports and entertainment spectacle, leaving a positive legacy wherever we race. Innovation has always been at the heart of what we do ever since our first...

  • Senior Mechanical Technician

    1 week ago

    Biggin Hill, United Kingdom Formula 1 Full time

    Are you ready to make your mark in the world of Formula 1? At Formula 1, we are passionate about delivering the world’s greatest sports and entertainment spectacle leaving a positive legacy wherever we race. Innovation has always been at the heart of what we do ever since our first Grand Prix in 1950. Now, 75 years on, the sport remains a pioneer,...