Legacy Officer

Legacy Officer
Permanent appointment
Full time (34.5 hours)
Hybrid between home and our London Office
£31,000 - £34,000 per annum

At Macmillan you'll find talented people working together to do whatever it takes to support people living with cancer. We're going all out to find even better ways to help even more people who need our support. Our values are at the heart of who we are and everything we do, inspiring our thinking and guiding our actions.

About the role

We are currently seeking an experienced Legacy professional with a good understanding of charity legacy administration, to assist Macmillan in receiving its rightful entitlements from gifts in supporters' wills in a timely manner, by collaborating with executors and other charities to maximize the value of each gift whilst also aiming to enhance the charity's reputation.

The postholder will manage pecuniary and lower-risk residuary gifts, ensuring executors, family, and friends have a positive experience with Macmillan as a beneficiary. Responsibilities include accurately recording data, creating valuations per the Charity Commission’s SORP 2019 and Macmillan’s Legacy Income Recognition Policy, and assessing any conditions on gift usage. Communication with executors and co-beneficiaries will occur via letters, emails, and phone calls. Additionally, you will gather stories to promote legacy giving and adhere to all data protection laws.

About you

We’re looking for someone with the following skills and experience:

• Understanding of Charity Legacy Administration and/or Estate Administration within private practice and/or have done electives in Probate as part of a law degree or Graduate Diploma in Law.
• Strong written and verbal communication skills including a confident and welcoming telephone manner.
• Strong relationship building skills.
• Knowledge of data protection law.
• Technology Skills, including working knowledge of the Microsoft Office suite.

About our benefits

• 25 days holiday plus flexible bank holiday options, increasing by 1 day every year of service up to 30 days
• Pension matched up to 7.5%
• 120+ learning and development offers, with access to external professional qualifications
• Flexible working patterns, such as compressed hours, flexibility to work earlier or later around our core working hours of 10am-4pm
• Holiday buying and selling scheme, life insurance, free wills, retail discounts and much more

Recruitment Process

Application deadline: Tuesday 11 March 2025 at 23:59.

1st interviews w/c 17 March 2025.

To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed.

So that we can support you to be your best during the application or interview process, please contact Macmillan TA Team for advice and reasonable adjustments.

We welcome applications from everyone who meet the criteria and strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Macmillan. Our Equity, Diversity and Inclusion Strategy here along with our internal employee representation body, ‘Our Voice’ and 8 Employee Network groups help us promote fairness and belonging, becoming an engaged and inclusive organisation for all our people.