We have an exciting and rare opportunity for an experienced and proactive professional to lead our clients Legacy team, as Legacy Manager.

Position: Legacy Manager

Location: Based in Sidmouth, Devon – “an area of outstanding natural beauty”

Hours: 37.5 hours per week

Salary: £37,000 per annum

Contract: Permanent

Benefits: Generous annual leave, pension scheme, Healthshield plan, confidential counselling service, subsidised restaurant, free parking, enhanced maternity/paternity benefits, Life Assurance Scheme, 31 day’s holiday per year, inclusive of the 8 statutory public holidays. This increases by one day each year until a maximum of 34 days is reached.

Closing Date: Sunday 15 September 2019

Interview Date: Wednesday 2 October 2019

The Role

Due to retirement, a rare opportunity has arisen for an experienced and proactive professional to lead our clients Legacy team.

The Legacy Manager duties will include:

• Ensuring the efficient management of legacy administration within the organisation.
• Responsibility for the management of more than 1,000 legacy and bequest cases annually.
• Encouraging and supporting the professional development of the legacy team
• Manage relationships with professional and personal executors, relatives and friends of deceased persons, maintaining effective communication at all times.
• Ensuring records of legacy income, life interest and pipeline legacies are maintained to the highest standards so as to ensure accurate monthly reporting to the Director of Finance and subsequently to the board of Trustees.
• Effectively managing and helping to resolve problem legacy cases.

About You

Possessing a relevant legal and/or charity legacy administration qualification (Solicitor, ILEX, STEP or CiCLA) the Legacy Manager will bring with them:

• An up to date, working knowledge of Probate Law and will construction, Charity Law, Trustees’ Law, the duties of Charity Trustees and legislation relating to charity tax exemptions.
• Experience in a similar office environment.
• The ability to use computerised legacy administration software.
• Excellent management, training and development and communication skills.

In return…

You can be part of an evolving program of change taking place within a leading charity working in an area of outstanding natural beauty. With amazing benefits and opportunities to develop you career, you can really make a difference in a fulfilling and rewarding role.

About the Organisation

Our client is one of the UK’s largest international animal welfare charities, currently supporting projects in over 35 countries worldwide. They are working for a world where donkeys and mules live free from suffering and their contribution to humanity is fully valued.

“The Sanctuary is a positive place to work with friendly staff and a wonderful charity. With amazing work throughout the world, once you join you never want to leave!”

Our client is a Disability Confident Employer. They are committed to safeguarding and promoting the welfare of vulnerable people (children and adults) and expects all staff and volunteers to undertake this commitment. Applicants will be subject to safer recruitment processes, including an application for a Disclosure and Barring Service (DBS) check where required for the post.