Legacy Officer

Due to team expansion, Age UK has an exciting opportunity to join our ambitious, specialist and high achieving Legacy Management Team as we are currently recruiting for a Legacy Officer.

Working as part of an established, respected, and supportive team you’ll be managing a portfolio of mostly residuary and reversionary estates where the charity is named as a beneficiary; monitoring and expediting the collection of legacy income and adding value to maximise legacies within a legal framework. You’ll be a key member of the team with the opportunity to expand your experience.

As Legacy Officer you’ll ensure that the maximum benefit is derived from each estate in which Age UK is a beneficiary, expediting income and balancing legal and charitable responsibilities at all times and within agreed standards. Although this can be fast paced, it is tremendously rewarding, and we provide full support with an emphasis on well-being. You’ll be part of our award-winning fundraising division and we actively encourage learning and development to enable you to build upon your knowledge and succeed.

We are pleased to confirm this is a hybrid opportunity, a blend of home-based and office working. In person attendance is at our London office.

Must haves:

• Demonstrable experience of work in relation to charities, charity legacy administration or equivalent areas of work.
• Experience of dealing with the general public, preferably in a charity environment.
• Up to date working knowledge of the law relating to estates and probate in England and Wales.
• Ability to use Microsoft Outlook, Word, Excel and Teams and other databases.
• Ability to manage an extensive workload, prioritising as required.
• Excellent interpersonal skills and the ability to work collaboratively with colleagues, and a wide variety of internal and external stakeholders.
• Ability to work alone or as part of a team.

What we offer in return

• Competitive salary, 26 days annual leave + bank holidays
• Excellent pension scheme, life assurance, health cashback plan and EAP.
• Car Benefit Scheme, Cycle to Work Scheme and Season Ticket Loan.
• Techscheme - buy any tech from Apple or Currys, up to £1000, and spread the cost over 12 months, interest free
• Heka Fitness & Wellbeing Benefit.
• You Did It Awards – recognition awards from £100-250.

Additional Information

For a full list of benefits please click here https://www.ageuk.org.uk/about-us/jobs/employee-benefits/

Age UK is an Equal Opportunities employer and positively encourages applications from suitably qualified and eligible candidates, regardless of age, sex, race, disability, sexual orientation, gender reassignment, religion or belief, marital/civil partnership status, or pregnancy and maternity. We guarantee an interview to disabled candidates who meet the minimum criteria. We welcome requests for flexible working.

Age UK is committed to safeguarding adults at risk, and children, from abuse and neglect. We expect everyone who works with us to share this commitment.

Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert at any time.

Age UK politely requests no contact from recruitment agencies or media sales. We do not accept speculative CVs from recruitment agencies nor accept the fees associated with them.