Legacy Manager

Nationaltrustjobs; Swindon; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Legacy Manager to join their dedicated Legacy Administration team. This vital role involves managing complex legacies and ensuring compliance with charity laws and best practices. The successful candidate will leverage their expertise to optimize income from donations while working closely with a cohesive team. The organization prides itself on its commitment to inclusivity and community engagement, offering a flexible working environment and a substantial benefits package. If you are passionate about conservation and have a background in legacy administration, this is an exciting opportunity to make a meaningful impact.

Benefits

Substantial pension scheme

Free entry to National Trust places

Season ticket loan

EV car lease scheme

Gym membership discounts

Holiday allowance up to 32 days

Flexible working

Employee assistance programme

Free parking at most Trust places

Qualifications

• Experience managing complex legacies in charity administration.
• Knowledge of probate, tax, and charity law.
• Ability to communicate effectively with stakeholders.

Responsibilities

• Manage a caseload of restricted and complex legacies.
• Support Legacy Co-ordinator in case management.
• Communicate with diverse stakeholders on complex issues.

Skills

Legacy Administration

Probate Law

Communication Skills

Mentoring

Data Protection

Education

Degree in Law or related field

Tools

FirstClass Database

Microsoft Office

Job description

Join to apply for the Legacy Manager role at National Trust

3 days ago Be among the first 25 applicants

Join to apply for the Legacy Manager role at National Trust

This range is provided by National Trust. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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, the cost of which is in excess of £570 million a year, so we also rely on donations and legacies. You’ll use your expertise to help us protect those legacies we’re so generously given to enable us to continue our vital conservation work.

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

What it's like to work here

Reporting into our Head of Legacy Administration, you’ll join a cohesive, specialist team of 5. You’ll play a part in supporting us achieve our ambitious newly launched strategy focusing on restoring nature, ending unequal access to nature, beauty and history and inspiring more people to care and take action.

Your contractual location will be our head office in Swindon and there will be an expectation for you to attend the office. However, there is flexibility on where you are based at other times. You will be required to work at a National Trust location for 40-60% of your working week. This will be discussed in more detail at interview.

What you'll be doing

You’ll use your subject matter expertise to manage a caseload of restricted and complex legacies in line with our policies and sector best practice. Communication skills will be vital in this position as you’ll be working with a diverse range of internal and external stakeholders to ensure optimisation of this vital source of income. You’ll also be managing our Legacy Co-ordinator and support them to ensure that our first line processes are delivered to support our case management.

You can view the full role profile for this role in the document attached. You don't need to have all the knowledge, skills and experience listed in the role profile; this is just to provide a full picture of what is possible in this role.

Who we're looking for

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

• Demonstratable experience managing a complex caseload in a charity legacy administration role or administering residuary estates and managing probate disputes in a professional capacity (e.g. solicitor, TEP, probate manager or legal executive).
• Current knowledge of probate, tax and charity law; Charity Commission regulation; and data protection, particularly where this relates to estate administration.
• Experience of managing or mentoring, providing advice, support and guidance to colleagues.
• Ability to communicate confidently to stakeholders, senior management and our supporters, including complex issues
• Ability to communicate both written and verbally displaying discretion and sensitivity.
• Experience in using either bespoke legacy databases (FirstClass) or information systems
• Proficiency in Microsoft packages.

The package

The National Trust has the motto ‘For everyone, for ever’ at its heart. We’re working hard to create an inclusive culture, where everyone feels they belong. It’s important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we’re for everyone, we want everyone to be welcome in our teams too.

• Substantial pension scheme of up to 10% basic salary

• Free entry to National Trust places for you, a guest and your children (under 18)

• Season ticket loan

• EV car lease scheme

• Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts

• Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria.

• Flexible working whenever possible

• Employee assistance programme

• Free parking at most Trust places

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Legal, and Management

• Industries

  Non-profit Organizations

Referrals increase your chances of interviewing at National Trust by 2x

Sign in to set job alerts for “Administrative Specialist” roles.

Swindon, England, United Kingdom 5 days ago

Grove, England, United Kingdom 2 weeks ago

Cirencester, England, United Kingdom 3 days ago

Chilton, England, United Kingdom 3 weeks ago

Tidworth, England, United Kingdom 2 days ago

Swindon, England, United Kingdom 8 hours ago

Newbury, England, United Kingdom 2 weeks ago

Cirencester, England, United Kingdom 3 weeks ago

Administration Supervisor - Managing Memory Team

Swindon, England, United Kingdom 3 weeks ago

Witney, England, United Kingdom 1 month ago

Cirencester, England, United Kingdom 3 weeks ago

Swindon, England, United Kingdom 1 week ago

Chippenham, England, United Kingdom 18 hours ago

Abingdon-On-Thames, England, United Kingdom 6 days ago

Abingdon-On-Thames, England, United Kingdom 2 weeks ago

DIO-Office Manager - Security Services Group - SSG

Shrivenham, England, United Kingdom 1 day ago

Wotton-Under-Edge, England, United Kingdom 6 days ago

West Oxfordshire, England, United Kingdom 1 month ago

Didcot, England, United Kingdom 1 week ago

Cirencester, England, United Kingdom 2 weeks ago

DIO-Office Manager - Security Services Group - SSG

Shrivenham, England, United Kingdom 1 day ago

Lead Administrator, Tissue Viability Service

Abingdon-On-Thames, England, United Kingdom 1 day ago

Tetbury, England, United Kingdom 6 days ago

Wotton-Under-Edge, England, United Kingdom 5 days ago

Administrator - MIU Chippenham or Trowbridge

Abingdon-On-Thames, England, United Kingdom 2 months ago

Radley, England, United Kingdom 3 weeks ago

Abingdon-On-Thames, England, United Kingdom 2 days ago

Patient Services Administrator/Receptionist

Didcot, England, United Kingdom 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.