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Legacy Administration Manager

Haywards Heath, West Sussex
£43,500 per annum
Closing date
12 Mar 2021

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Fundraising, Management, International Development, Legacies Fundraising
Full Time
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Job Details

Each year Sightsavers receives over £10m from gifts in the wills of our generous supporters. Administering these gifts sensitively and professionally is vital for us to continue to grow this key income stream and eliminate avoidable blindness and promote the rights of people with disabilities through our work.

Sightsavers are recruiting for a new position, a Legacy Administration Manager who will play a vital role within our growing in-house Legacy Administration team.

About the role

Reporting to the Head of Legacy Administration, the Legacy Administration Manager will manage and operate the administration of all legacies received by Sightsavers in the UK and Ireland, liaising with Executors, Solicitors, Trust Corporations, together with Legacy Managers/ Officers at other charities. Key duties include:

  • managing and developing our small, dedicated legacy team
  • maximising potential funds for Sightsavers, whilst protecting the reputation of the charity
  • optimising the collection of legacy income in line with current legal frameworks
  • complying with internal and external audit and compliance requirements in relation to legacy administration
  • providing a legal and advisory service through the Head of Function
  • maintaining all case documentation and records
  • responsibility for and managing of the Legacy Officer

About you

We are looking for an individual with outstanding customer service and strong technical and influencing skills as well as bags of tact and diplomacy and a team ethos.  You will have:

  • previous experience in Charity Legacy Management or equivalent areas of specialism in the legal sector, ideally with managerial responsibility, with the Institute of Legacy Management Certificate CICLA (Certificate in Charity Legacy Administration), STEP (Society of Trust and Estate Practitioners) qualification or equivalent.
  • demonstrable experience of working in a senior position in the legacy department of a charity or Probate department of a firm of Solicitors, Bank or Trust Corporation.
  • Good finance and accounting knowledge, particularly estate accounts, investment management and share valuations.
  • Strong knowledge of relevant Charity Law legislation.
  • Strong knowledge of relevant Probate and Trust Law and procedures. Working knowledge of Data Protection Act.

This is an involved role and further details may be found within the job description.

The team are all currently working from home but once the office reopens, our expectation is that we will need the successful candidate to be able to travel to the offices in Haywards Heath, West Sussex (RH16 3BW) at least one day per week. It’s an easy 20-minute train journey from Brighton or 45 minutes from London.

Our comprehensive benefits package includes generous annual leave allowance, pension, season ticket loan, cycle to work scheme, discounted gym memberships and wellness discounts.

As an equal opportunity employer, we actively encourage applications from all sections of the community. Sightsavers is a Disability Confident Leader and qualified people living with a disability are particularly encouraged to apply.

Closing date: 14 March 2021

We anticipate that remote interviews will take place in late March 2021.


Sightsavers Head Office

35 Perrymount Road,
Haywards Heath,
West Sussex RH16 3BW

Postal Address

Bumpers Way,
Bumpers Farm,
Chippenham SN14 6NG

Sightsavers is an international charity that works in more than 30 countries around the world to eliminate avoidable blindness and support people with visual impairments to live independently. Sightsavers is headquartered in the UK and has over 400 employees. It also has branches in Norway, Sweden, Ireland, Italy, India, the United States and the United Arab Emirates.

Sightsavers works with partners in order to provide a comprehensive range of eye care services. In 2013, Sightsavers' projects provided eye health examinations for nearly 14 million people, performed 300,000 eye operations, and treated over 100 million people for neglected tropical diseases.

People are also referred for treatment to prevent blindness or restore sight. Through community volunteers in developing countries, Sightsavers distributes medication to prevent blinding diseases. The charity also trains eye care workers and surgeons and funds operations.

Of the 30 countries Sightsavers works in, 23 are in Africa. These include Mozambique, Mali, Liberia and Kenya. Sightsavers is also present in India, Bangladesh, Pakistan, Sri Lanka and the Caribbean.

In addition to its medical work, Sightsavers works with partners in order to train specialist teaching staff and supply glasses, Braille kits and other learning tools. The charity aims to educate communities and reduce stigma around visual impairment and blindness. Through its work, people with visual impairments and other disabilities are supported to live independently, get an education and earn an income.

Sightsavers is also a campaigning organisation, working with national governments to tackle the root causes of avoidable blindness, such as lack of access to clean water and sanitation facilities. The charity’s ‘Put us in the Picture campaign calls on the international community to make global development inclusive of the world’s 800m people with disabilities. The campaign’s vision is for all people to have equal access to employment, education, healthcare and participation in society.

Backing up Sightsavers’ work around the world is a strong research capability. Research and policy work revolves around three priorities – health, education and social inclusion. Gathering and disseminating sound research evidence helps to ensure the charity’s programmes meet the needs of the people they are designed to serve. Research evidence is also a strong tool when advocating for policy changes with governments.

Sightsavers has many partners that assist with its aim of eliminating avoidable blindness and may also provide funding. Partners include the UK government’s Department for International Development, the European Union and the Bill & Melinda Gates Foundation.

Read our latest article on Third Sector: Sightsavers: Work for an award-winning charity tackling blindness worldwide

Find Us
01444 446600
35 Perrymount Road,
Haywards Heath,
RH16 3BW
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