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Legacy Administrator Jobs in Toton, Derbyshire

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Page 1 of 1
Remote
£34000 - £36000 per annum
Full-time
Job description

Inspire one gift in a will. Help fund a third of our research. Improve countless lives.

Legacy Management Officer

£34,000 - £36,000 per annum +

Reports to: Senior Legacy Partnership Manager (Friends and Family)

Directorate: Marketing, Fundraising & Engagement

Contract: 12 month fixed-term contract

Hours: Full time 35 hours per week

Location: Home-based

Visa sponsorship: You must be eligible to work in the UK to apply for this vacancy. Cancer Research UK is not able to offer visa sponsorship.

Closing date: 20 July 2024, 23:55

This vacancy may close earlier if a high volume of applications is received or once a suitable candidate is found, therefore we strongly recommend that you apply early to avoid disappointment. If you require more time to apply as part of a reasonable adjustment, please contact as soon as possible.

Recruitment process: One competency-based interview with a 10-minute task included.

Interview date: From the week commencing 22 July 2024

How do I apply? We operate an anonymised shortlisting process in our commitment to equality, diversity, and inclusion. CVs are required for all applications; but we won't be able to view them until we invite you for an interview. Instead, we ask you to fully complete the work history section of the online application form for us to be able to assess you quickly, fairly, and objectively.

At Cancer Research UK, we exist to beat cancer.

We are professionals with purpose, beating cancer every day. But we need to go much further and much faster. That's why we're looking for someone talented, someone who wants to develop their skills, someone like you.

Legacy income from gifts in wills generates a third of Cancer Research UK's income towards our life-saving research (In 2022/23, we raised £261m in legacies). Therefore, the Legacy Management team is essential to the future success of our mission.

As a Legacy Management Officer, you will join the Friends & Family Legacy Management team as part of the UK's largest charity. You will play a valuable role in delivering our Legacy Product Strategy by managing a caseload of pecuniary, residuary, and life interest trust legacies and building collaborative relationships with solicitors, law firms and other professionals involved in legacy giving or Wills substitutes. You will play a key role in being the first point of contact for our supporters/members of the public and in administering estates generously donated to Cancer Research UK by our deceased supporters/ donors in a professional and approachable manner.

Your legacy by the end of this contract will be to have had a deeply human and meaningful impact by engaging with the family and friends to thank, recognise, and share the impact of their loved one's legacy in bringing about a world where everybody can lead longer, better lives, free from the fear of cancer. If you have a Legacy Management or Legal background with experience in probate, trust, and /or charity law, we would love for you to join our mission.

What will I be doing?

  • Managing a paperless caseload of pecuniary, residuary, and life interest trust legacies within your region ensuring to deal with them efficiently and effectively while adding value and safeguarding Cancer Research UK's interests.

  • Corresponding with executors engagingly and professionally in line with Cancer Research UK's brand guidelines and values, and the Charity Commission.

  • Making pragmatic decisions in line with the Delegated Authority while promoting Cancer Research UK as an easy-to-deal-with and professional beneficiary.

  • Seeking support and guidance from the Complex Legacy Management team when appropriate.

  • Building relationships with lay executors (non-professional executors) and engaging with the family and friends of the deceased to thank and acknowledge their loved one's legacy, and to provide information about the impact of their gift/ will.

  • Promoting the team within Cancer Research UK which will involve reporting on and sharing interesting and impactful legacy stories.

  • Accurately estimating and updating the value of each legacy gift ensuring to undertake additional checks as required and participating in pre-audit compliance work.

  • Adhering to Cancer Research UK's financial and Data Protection policies.

  • Undertaking additional activities to support the overall Legacy Strategy and improve the team.

  • Providing excellent legacy administration and engaging with legacy professionals to create a positive view of Cancer Research UK and the wider legacy charity sector.

  • Supporting the Legacy Partnership Manager in implementing the engagement strategy (including events and other relationship-building activities).

  • Attending engagement events and professional visits within your region where a Legacy Management perspective is beneficial. Such as:

    • Supporting the wider Legacy Management team and other Fundraising & Marketing teams with Family & Friends Legacy engagement activities, supporter queries, and events.

  • Being the first point of contact for legacy queries from supporters and members of the public.

What are you looking for?

  • Legacy Management or Legal background. Ideally is a qualified solicitor (or qualified by experience) in probate, trust, and charity law.

  • Knowledge of probate and trust law.

  • Accounting and Tax knowledge (particularly estate accounts, investment management, share valuations, management accounting, reporting; income tax, inheritance tax, and capital gains tax).

  • Strong attention to detail/data accuracy (particularly when inputting into case management systems).

  • Proven time management and organisational skills. This includes:

    • A track record of working under minimal supervision while managing or helping to manage a legacy administration or an equivalent function.

    • A flexible approach and comfortable in navigating ambiguity and challenging environments/ contexts (such as engaging with the family and friends of deceased donors).

  • Excellent stakeholder engagement and management skills with the ability to gain buy-in and collaboration.

  • Excellent communication and relationship-building skills with an ability to create connections that make great things happen.

Our organisation values are designed to guide all that we do.

Bold: Act with ambition, courage and determination

Credible: Act with rigour and professionalism

Human: Act to have a positive impact on people

Together: Act inclusively and collaboratively

We're looking for people who can believe in and embody these organisation values and can use them to drive forward progress against our mission to beat cancer.

If you're interested in applying and excited about working with us but are unsure if you have the right skills and experience we'd still love to hear from you.

What will I gain?

We create a working environment that supports your wellbeing and provide a generous benefits package, a wide range of career and personal development opportunities and high-quality tools. Our policies and processes enable you to improve your work-life balance, take positive steps in your career and achieve your personal wellbeing goals.

You can explore our benefits by visiting our .

Additional information

If you want to know more about this role, here is a . Please note this is a generalist profile used for internal & external purposes meaning we don't expect candidates to meet all the criteria included (we will be shortlisting based on the criteria advertised).

For more information about working with us please or contact us at .

For more updates on our work and careers, follow us on: , , , and .

Posted by
Cancer Research UK View profile Company size Size: 101 - 500
Posted on: 05 July 2024
Closing date: 19 July 2024 at 15:48
Job ref: R028772
Tags: Fundraising,Legacy