Legacy Manager, NATIONAL TRUST

Guardian Jobs; Swindon; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Legacy Manager to enhance their Legacy Administration team. In this pivotal role, you'll manage complex legacies, ensuring compliance with best practices while communicating effectively with diverse stakeholders. Your contributions will support the organization's mission of preserving natural and cultural heritage. Enjoy a flexible work environment and a comprehensive benefits package, including a substantial pension scheme and generous holiday allowance. If you are passionate about making a difference and have the relevant experience, this opportunity is perfect for you.

Benefits

Substantial pension scheme

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 options

Employee assistance programme

Free parking at most Trust locations

Qualifications

• Experience managing complex caseloads in charity legacy administration.
• Knowledge of probate, tax, and charity law relevant to estate administration.

Responsibilities

• Manage a caseload of complex legacies in accordance with policies.
• Liaise with stakeholders to maximize income from legacies.

Skills

Legacy administration

Estate management

Probate law knowledge

Communication skills

Mentoring experience

Data protection knowledge

Legacy databases proficiency

Microsoft Office proficiency

Tools

FirstClass

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 cost exceeding £570 million. We rely on donations and legacies to support our vital conservation work. You’ll use your expertise to help us preserve these legacies and continue our mission.

We value thoughtful applicants, so please include a cover letter detailing 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 dedicated team of five specialists. You’ll contribute to our new strategy focused on restoring nature, promoting equitable access to natural and cultural heritage, and inspiring action.

Your base will be our head office in Swindon, with an expectation to attend the office. Flexibility is offered regarding your location at other times. You will work at a National Trust location for 40-60% of your week, details of which will be discussed during the interview process.

What you'll be doing

You’ll manage a caseload of complex, restricted legacies in accordance with our policies and sector best practices. Effective communication will be essential as you liaise with diverse internal and external stakeholders to maximize this income source. Additionally, you will oversee our Legacy Co-ordinator, supporting them to deliver first-line processes and case management.

For a comprehensive understanding, please view the full role profile attached. Note that you are not required to possess all the listed skills and experience; it provides a full picture of potential responsibilities.

Who we're looking for

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

• Experience managing a complex caseload in charity legacy administration or estate management, including residuary estates and probate disputes (e.g., solicitor, TEP, probate manager, legal executive).
• Knowledge of probate, tax, charity law, Charity Commission regulations, and data protection relevant to estate administration.
• Experience mentoring or supporting colleagues.
• Strong communication skills with stakeholders, senior management, and supporters, including handling complex issues.
• Discretion and sensitivity in written and verbal communication.
• Experience using legacy databases (such as FirstClass) or similar information systems.
• Proficiency in Microsoft Office.

The package

The National Trust’s core value is ‘For everyone, for ever’. We are committed to fostering an inclusive culture where everyone feels they belong. We aim to reflect the diversity of the communities we serve and welcome all applicants.

• Substantial pension scheme of 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 (criteria apply)
• Flexible working options
• Employee assistance programme
• Free parking at most Trust locations