Job Description
CharityJob is helping a leading national end-of-life charity to recruit a Legacy Administration Team Leader. You ve been identified as someone who may be interested in the opportunity outlined below
We are the UK s largest non NHS provider of end of life care and the only organisation delivering services across all four nations.
Job Description
We re looking for an exceptional Legacy Administration Team Leader to play a critical role in safeguarding and maximising one of our charity's most significant income streams. This is a senior operational role suited to someone with large-charity experience, a strong commercial mindset, and the confidence to manage a high-volume, high-value caseload in a fast-paced environment.
You ll oversee a team of three Legacy Officers, providing expert guidance, coaching and performance management while maintaining accountability for a portfolio of around 900 active cases. Alongside this, you ll personally manage approximately 50 complex and contentious matters, including litigation-related cases, ensuring our interests are protected through robust decision-making, cost-benefit analysis and close collaboration with our legal team.
Skills & Experience Needed
- Proven line management experience, including performance management, coaching and developing staff.
- Significant experience in a large charity legacy administration team, ideally handling income of £20m+ annually.
- Demonstrable experience managing contentious and complex legacy cases, including litigation and dispute resolution.
- Advanced technical knowledge of wills, probate, trusts, tax and estate administration across multiple UK jurisdictions.
- Strong commercial mindset, able to assess risk, analyse costs and make confident, informed decisions.
- High-volume caseload management experience, with exceptional organisational skills and the ability to prioritise under pressure.
- Excellent stakeholder management, able to influence solicitors, executors, co-beneficiaries and internal teams.
- Exceptional attention to detail, especially when reviewing legal documentation, estate accounts and financial information.
- Strong systems capability, ideally with experience using FirstClass4 or similar legacy administration platforms.
Benefits you ll LOVE:
- Flexible working. We re happy to discuss flexible working at the interview stage.
- 25 days annual leave (exclusive of Bank Holidays)
- Personal Pension Scheme (we will match your contribution up to 7.5%)
- Loan schemes for bikes; computers and season tickets
- Continuous professional development opportunities.
- Industry-leading training programmes
- Wellbeing and Employee Assistance Programmes
- Enhanced bereavement, family friendly and sickness benefits
- Access to Blue Light Card membership
- Subsidised Eye Care
As someone who is a potentially strong fit for this opportunity, upon clicking "Apply" your details will be forwarded to the recruiter, who may then contact you directly. Given the important nature of this role, the recruiter may contact strong candidates that emerge on a rolling basis, so early submissions are encouraged.
NO COVER LETTER IS REQUIRED.
