Legacy Officer - Devon

NFP People Limited; Devon and Torbay; Hybrid; GBP 36,000; Full time

Job summary

A prominent charity organization based in the UK seeks a proactive and customer-focused Legacy Officer to join their Legacy Administration Team. The role involves managing legacy cases, building strong relationships with stakeholders, and making key financial decisions. Candidates should hold a relevant qualification in legacy administration and have a solid understanding of charity law and probate processes. This position offers a competitive salary and excellent benefits including a pension scheme and generous holiday allowance.

Benefits

Competitive pension

Life assurance

Healthshield

31 days holiday, rising to 34

Wellbeing team

Recorded Pilates and Yoga classes

Long service awards

Free parking

Subsidised restaurant and shop

Qualifications

• Qualification recognized by the Legacy profession or significant experience in legacy administration.
• Knowledge of charity law, taxes applicable to estates, and data protection.
• Proficient in relevant software tools including Microsoft Office.

Responsibilities

• Manage a share of legacy cases and make financial decisions.
• Identify and resolve complex case issues.
• Build relationships with professionals and families involved.

Skills

Legacy administration knowledge

Customer focus

Financial decision-making

Relationship building

Proficiency in MS Office

Education

ILM Certificate in Charity Legacy Administration or equivalent

Tools

FirstClass 4

MS Excel

Job description

Legacy Officer

These are exciting times for the Charity, and we now have an excellent opportunity for a proactive and customer‑focused Legacy Officer to join the busy Legacy Administration Team.

Position: Legacy Officer

Location: Devon / Hybrid (onsite attendance currently anticipated to be 2-3 days per week)

Hours: Full-time, 35 hours per week, Monday‑Friday.

Salary: £35,373 per annum

Contract: Permanent contract starting as soon as possible

Closing Date: Sunday 21 December 2025. However, we reserve the right to close this role early if a suitable candidate is found.

Interview Date: Sidmouth centre on the 15th & 16th January 2026.

About the Role

As Legacy Officer, you will manage a proportional share of legacy cases, predominantly comprising residuary, life interest, discretionary and specific legacies, including a small proportion of those which are contentious and identifying and resolving complex case issues. Depending on experience and any complexities and associated risk to the Charity, you will have autonomy to make decisions daily; including financial decisions associated with estate assets which include properties and investments (which are typically hundreds of thousands and on occasion millions of pounds), enhancing the Sanctuary’s reputation as a good recipient of legacies by building good relationships with professionals, Lay Executors, as well as friends and family involved in each administration. You will be supervised on more complex cases and high value legacies, to progress personal development.

About You

You will have a relevant qualification recognised by the Legacy profession; ILM Certificate in Charity Legacy Administration (CiCLA) or equivalent (STEP or ILEX) and / or significant previous experience of working in legacy administration at an equivalent level and a substantial knowledge of legacy or probate administration. Ideally you will be proficient in the use of FirstClass 4 and commensurate knowledge of MS Office including Excel and have up to date knowledge of charity law (as it applies to charity legacies), taxes applicable to estates and probate / trust law and processes and data protection relating to charity administration. As part of the process, you will be asked to upload your CV and Cover Letter once you click to apply.

Benefits include

• Competitive pension.
• Life assurance
• Healthshield.
• 31 days holiday (including Bank holidays), rising to 34 will each full year of service.
• Wellbeing team.
• Recorded Pilates and Yoga classes.
• Long service awards.
• Healthshield plan
• Free parking.
• Subsidised restaurant and shop.

About the Organisation

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

The Charity is a Disability Confident Employer, 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.

You may also have experience in areas such as Junior Legacy Officer, Senior Legacy Officer, Legacy Case Officer, Legacy Administration Officer, Legacy Giving Officer, In Memory, Legacy and In Memory Officer, Legacy and In Memory Giving Officer, Gifts in Wills, Trusts and Legacies, Probate. #INDNFP