Legacy Manager

NATIONAL TRUST; Swindon; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking organization committed to preserving natural beauty and historic places. As a Legacy Manager, you will play a pivotal role in managing complex legacies, ensuring compliance with sector best practices, and collaborating with diverse stakeholders. This position offers a chance to make a real impact on conservation efforts while working within a supportive team. Enjoy a range of benefits including a substantial pension scheme, flexible working arrangements, and opportunities for personal growth. If you are passionate about making a difference and have the relevant experience, this could be the perfect opportunity for you.

Benefits

Substantial pension scheme up to 10%

Free entry to National Trust places

Rental deposit loan scheme

Season ticket loan

EV car lease scheme

Perks at work discounts

Holiday allowance up to 32 days

Flexible working arrangements

Employee assistance programme

Free parking at most Trust locations

Qualifications

• Experience in charity legacy administration or estate management.
• Strong communication and stakeholder management skills.

Responsibilities

• Manage a caseload of complex legacies adhering to best practices.
• Liaise with stakeholders to optimize income from legacies.

Skills

Managing complex caseloads

Knowledge of probate and tax law

Communication skills

Experience with legacy databases

Mentoring or advising colleagues

Discretion and sensitivity

Proficiency in Microsoft Office

Tools

FirstClass legacy database

Microsoft Office

Job description

We’re looking for a Legacy Manager to join our Legacy Administration team.

For over 125 years, we’ve worked to protect places of historic interest and natural beauty, with an annual conservation cost exceeding £570 million. We rely on donations and legacies to support our work. You’ll use your expertise to help us preserve these legacies and continue our vital conservation efforts.

We value thoughtful applicants, so please include a cover letter describing your experience and why you're excited about this opportunity.

What it's like to work here

Reporting to our Head of Legacy Administration, you’ll join a cohesive, specialist team of 5. You’ll support our strategy focusing on restoring nature, promoting equitable access, and inspiring action.

Your contractual location will be our head office in Swindon, with an expectation to attend the office. Flexibility exists regarding your base location. You will be required to work at a National Trust location for 40-60% of your working week, details to be discussed at interview.

What you'll be doing

You’ll manage a caseload of restricted and complex legacies, adhering to policies and sector best practices. Strong communication skills are essential as you’ll liaise with diverse internal and external stakeholders to optimize income. You will also manage our Legacy Co-ordinator, supporting them to deliver first-line case management processes.

Full role details are available in the attached document. You are not required to have all listed skills and experience; it provides a comprehensive view of the role’s potential.

Who we're looking for

We’d love to hear from you if you have:

• Experience managing complex caseloads in charity legacy administration or estate management, such as residuary estates and probate disputes, in a professional capacity (e.g., solicitor, TEP, probate manager, legal executive).
• Knowledge of probate, tax, charity law, Charity Commission regulation, and data protection, especially related to estate administration.
• Experience mentoring or advising colleagues.
• Confident communication skills with stakeholders, senior management, and supporters, including on complex issues.
• Discretion and sensitivity in written and verbal communication.
• Experience using legacy databases (e.g., FirstClass) or information systems.
• Proficiency in Microsoft Office packages.

The package

The National Trust’s motto is ‘For everyone, for ever’. We’re committed to creating an inclusive culture that reflects and serves diverse communities. We welcome and value differences, ensuring everyone feels they belong.

• Substantial pension scheme up to 10% of basic salary
• Free entry to National Trust places for you, a guest, and your children (under 18)
• Rental deposit loan scheme
• Season ticket loan
• EV car lease scheme
• Perks at work discounts (gym memberships, shopping, cinema)
• Holiday allowance up to 32 days plus holiday purchase scheme, subject to criteria
• Flexible working arrangements where possible
• Employee assistance programme
• Free parking at most Trust locations