Job Description
Legacies form a key source of income for the British Heart Foundation (BHF), raising approximately £100m a year for our life saving research.
As a Legacy Manager, you will manage, protect, and optimise this income. You'll work alongside three other Legacy Managers, supporting the Head of Legacy Management to build on the team s successes and to optimise the BHF s income from gifts in Wills.
Joining a thriving team, you ll undertake a variety of work, including managing casework in accordance with the law, best practice, and BHF s processes and procedures, collaborating with internal and external stakeholders, providing technical guidance to colleagues and potential legacy givers, and line managing two Assistant Legacy Officers and our Legacy Administrator.
This role may also require deputising for the Head of Legacy Management.
About you
You'll either have extensive experience in legacy management within the charities legacy sector; or be a Qualified Private Client Solicitor; or be a Qualified member of the Society of Trust and Estates Practitioners; or be a Qualified Chartered Legal Executive with experience of Wills and Probate.
With high levels of empathy and belief in the BHF s work, you'll be able to develop strong relationships with colleagues and contacts. With previous line management experience, you'll demonstrate first class leadership skills, supported by a compelling vision and the ability to inspire others, motivate, and develop a team of staff.
A self starter with excellent communication and strong interpersonal skills, you'll bring proven experience of working within private client / legacy management.
With high levels of financial numeracy, previous experience in a fast paced environment, and excellent IT skills, you ll also have exceptional attention to detail, strong time management abilities, and the capability to prioritise workload and deliver to deadlines.
Working arrangements
This is a 12-month fixed term contract covering family leave. We are looking for someone to work 32 hours per week, flexibility around this working pattern or the 32 hours can be discussed.
This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our London Office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause.
About us
Our people are at the heart of everything we do. By funding research across six decades, we ve helped keep millions of hearts beating and millions of families together. We re investing in ground-breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer.
Belonging at BHF
We are committed to fostering a workplace where everyone feels valued and supported. Embracing different perspectives and backgrounds strengthens our organisation and empowers us to make a real difference together.
