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Legacy Officer

Permanent, Full Time
£33,500 to £33,500 per annum
Salary Description:
Additional Benefits
Start Date:
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As a successful Legacy Officer you will work within the Legacy Administration team to help enhance the charitys reputation and adding value where possible for an inspiring health charity.

The Charity

Provide care and support to people with terminal illnesses and their families.

The Role
Manage a caseload including pecuniary, residuary and revisionary legacies.
Ensure that all incoming correspondence is dealt with in a timely manner (as defined by internal service level agreements)
Record and update all relevant information regarding a legacy on our Legacy Administration database, FirstClass 4.
Ensure all open legacy case files are reviewed on a regular basis and appropriate action taken to move cases through to conclusion.
Scrutinise estate accounts and ensure that an estate has been administered correctly to include the allocation of capital gains tax and inheritance tax.
Ensure legacies are allocated in restricted and unrestricted funds, in accordance with the Will.
Protect the interests of the organisation when an estate is shared between several charities and achieve minimal expenditure by ensuring that a concerted view is reached between the charities (and to take the lead when appropriate)

The Candidate
Excellent working knowledge of charity Legacy Administration.
High level of computer literacy (ie. Word processing, email and spreadsheets etc)
Able to prioritise planning and organise own workload.
Good verbal and written communication skills.


Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.

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