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- Tasks: Join our Legacies Team to manage and administer legacy cases for Parkinson's UK.
- Company: Parkinson's UK is dedicated to improving life for those affected by Parkinson's disease.
- Benefits: Enjoy a supportive team environment and the chance to make a real impact.
- Why this job: Be part of a growing team that directly supports the Parkinson's community and its vital work.
- Qualifications: Experience in charity legacy administration and strong communication skills are essential.
- Other info: We welcome diverse applicants and encourage everyone to apply.
The predicted salary is between 28800 - 48000 ÂŁ per year.
This is an exciting time for Parkinson’s UK, we want to reach as many people as possible so we can improve life for everyone affected by Parkinson’s. We are looking for people to join our network, make genuine connections, and be part of a larger team that works together to support the Parkinson’s community.
About the role
This is a new role within the Legacies Team. Our legacy notifications and income have been steadily growing and we are excited to be expanding the team. You will be a crucial part in ensuring that all legacies to the charity are administered in a timely and sensitive manner, maintaining and building great relationships with both internal and external stakeholders. Legacies currently fund over half of our work and you will have an important role in helping Parkinson’s UK support more people affected by Parkinson’s.
What you’ll do:
- Work with the Legacy Administration Manager to actively manage a varied caseload
- Handle a mixture of pecuniary, residuary and reversionary legacy cases
- Tailor your approach to each case depending on the circumstances, having a flexible approach whilst ensuring that all gifts are administered in a timely manner
- Work to optimise Parkinson’s UK legacy income where appropriate
- Ensure that all bequests to Parkinson’s UK are received and utilised, in accordance with Parkinson’s UK policies, including Local Group gifts
- Maintain your knowledge of current legislation around IHT, CGT, s.119 requirements etc
- Play an active role in the wider legacy team and promoting Gifts in Wills where necessary
What you’ll bring:
- Demonstrable experience and understanding of charity legacy administration
- Ability to communicate clearly, assertively and compassionately with Executors, solicitors and bereaved family and friends
- High level of numeracy skills in order to approve complex Estate Accounts and tax calculations
- Self motivation with prioritising, planning and project management skills
- Experience of operating in a modern digital workplace, including using digital tools to work collaboratively and productively
- Ideally have experience of using First Class 4 legacy software
- Either have or are working towards a recognised professional legacy qualification including Certificate in Charity Legacy Administration (CiCLA), Solicitor, or other relevant legal qualification
This is an exciting time for Parkinson’s UK and we would love you to join us!
Please apply by sending us your CV, together with a detailed supporting statement which will fully demonstrate how you meet all the criteria of the role, as stated in the 'What you’ll bring' section of the job description.
Interviews for this role will be held from the 26th June 2025.
Anyone can get Parkinson’s. It’s vital that the people who work for Parkinson’s UK are representative of our diverse community. We actively encourage people from all sections of the community to apply, regardless of race, ethnicity, gender identity, age, disability, sexual orientation, or religion.
Contact Detail:
Parkinson's UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legacy Officer
✨Tip Number 1
Familiarise yourself with the current legislation around inheritance tax and charity legacy administration. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the complexities of the role.
✨Tip Number 2
Network with professionals in the charity sector, especially those involved in legacy administration. Attend relevant events or webinars to make connections and gain insights that could give you an edge during the application process.
✨Tip Number 3
Showcase your communication skills by preparing examples of how you've effectively interacted with stakeholders in sensitive situations. This will highlight your ability to handle the compassionate side of legacy work.
✨Tip Number 4
If you have experience with digital tools or legacy software like First Class 4, be ready to discuss this in detail. Highlighting your tech-savviness can set you apart as a candidate who can thrive in a modern digital workplace.
We think you need these skills to ace Legacy Officer
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and requirements of the Legacy Officer position. Make notes on how your experience aligns with the tasks mentioned.
Craft a Tailored CV: Update your CV to highlight relevant experience in charity legacy administration. Focus on your skills in communication, numeracy, and project management, ensuring they match the criteria outlined in the job description.
Write a Compelling Supporting Statement: Prepare a detailed supporting statement that clearly demonstrates how you meet each criterion listed under 'What you'll bring'. Use specific examples from your past experiences to illustrate your qualifications.
Proofread Your Application: Before submitting, carefully proofread your CV and supporting statement for any errors or typos. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Parkinson's UK
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Legacy Officer. Familiarise yourself with legacy administration processes and the importance of maintaining relationships with stakeholders, as this will be crucial in your interview.
✨Show Empathy and Communication Skills
Since the role involves dealing with bereaved families and Executors, demonstrate your ability to communicate compassionately and clearly. Prepare examples from your past experiences where you've successfully navigated sensitive conversations.
✨Highlight Relevant Experience
Be ready to discuss your experience in charity legacy administration. Mention any specific cases you've handled, especially those involving complex estate accounts or tax calculations, to showcase your expertise.
✨Research Parkinson's UK
Take the time to learn about Parkinson's UK, its mission, and how legacies contribute to its work. This knowledge will not only help you answer questions but also show your genuine interest in the organisation and its goals.
