At a Glance
- Tasks: Support charities in managing legacy income and ensure efficient administration.
- Company: Join a dynamic firm focused on growth and community impact.
- Benefits: Competitive salary, bonuses, sabbaticals, and wellness initiatives.
- Other info: Opportunities for professional development and a collaborative work culture.
- Why this job: Make a real difference by helping charities secure vital funds.
- Qualifications: Organisational skills, empathy, and a passion for legacy administration.
The predicted salary is between 30000 - 40000 £ per year.
Location: Exeter, Bristol or Manchester
Working Pattern: Full-time
Role Overview
Join our growing Legacy Income Management team and help charities secure the income that powers their mission. We manage over £200M in legacy income for organisations of all sizes, offering flexible support during busy periods, complex estates, and unexpected spikes in workload. With access to specialist legal expertise across the firm, you’ll play a key role in ensuring clients receive accurate, efficient, and empathetic support.
Responsibilities
- Deliver high-quality, tailored legacy administration support as part of the Legacy Income Management team, acting as a trusted partner to a diverse portfolio of charity clients.
- Manage a varied caseload ensuring legacy income is secured efficiently while balancing legal obligations with empathy and sensitivity.
- The exact nature of the caseload will vary depending on experience and may include pecuniary, residuary, and complex or contentious cases.
- Proactively progress estate matters, reducing delays and unlocking income for clients in a timely manner.
- Build and maintain strong relationships with charity clients, representing them with professionalism, care, and a client‑centric approach.
- Act as an extension of clients’ teams by providing bespoke, responsive support aligned to their individual needs and priorities.
- Apply strong attention to detail and high‑level numerary skills to monitor and reconcile income, identify estate account issues, review estate valuations, and ensure compliance with legal and regulatory requirements.
- Contribute to maximising the value of charitable gifts for our clients through thorough case management and financial oversight.
- Collaborate with our wider team, including our contentious probate, charity probate, property, and governance specialists, to deliver comprehensive support to clients.
- Actively contribute to team knowledge‑sharing and continuous improvement initiatives to ensure our clients receive high‑quality support.
What we’re looking for
- Strong organisational and database skills, with confidence managing information accurately.
- Experience in legacy administration or a clear motivation to develop in this field.
- Curiosity about Wills, Probate and Trust law and a willingness to build expertise.
- Excellent communication skills and a warm, empathetic approach when working with families and stakeholders.
- Interest in working towards an ILM Certificate in Charity Legacy Administration or similar qualification.
- Commitment to high‑quality client care and relationship‑building.
- Confidence working in a digital environment and adapting to new systems and processes.
- A proactive, collaborative mindset with a commitment to innovation and continuous improvement.
What if I don't tick every box?
We’re not box tickers. We appreciate the need for everyone to find a role that challenges them and gives them room for growth. If you bring transferable skills and a fresh perspective, we’d love to hear from you. If this role excites you and you have the skills to succeed, we encourage you to apply.
Join a seriously ambitious firm
- An ambitious growth strategy that opens up opportunities for our people to make their mark.
- A client base that spans household names, thriving startups, and ambitious enterprises.
- A culture built on our values of being refreshingly human, entrepreneurial, inclusive and collaborative.
- A strong focus on being a responsible business with a commitment to sustainability and giving back to our communities.
- Comprehensive professional development and training – whatever your role and level we have training that will support you to achieve your goals.
Progressive benefits tailored to you
- Competitive salary and performance‑linked bonus.
- Employee sabbaticals.
- Enhanced parental leave policies.
- Private healthcare and wellbeing initiatives (mental health support, gym memberships).
Equal Opportunities & Diversity
We are proud to be an Equal Opportunities Employer. As part of our commitment to diversity and inclusion, we invite applicants to complete optional demographic questions. Any information you choose to share will be anonymised and not linked to your application.
Legal Assistant/Executive - Charities & Private Wealth Disputes in Exeter employer: Foot Anstey LLP
Join a dynamic and ambitious firm that prioritises professional growth and a supportive work culture, where your contributions directly impact the charitable sector. With a commitment to sustainability and community engagement, we offer competitive salaries, flexible benefits, and comprehensive training opportunities tailored to your career aspirations. Experience a collaborative environment in Exeter, Bristol, or Manchester, where empathy and client care are at the heart of our legacy administration team.
StudySmarter Expert Advice🤫
We think this is how you could land Legal Assistant/Executive - Charities & Private Wealth Disputes in Exeter
✨Get Involved in Law Societies
Join local law societies and attend their events – they're often a goldmine for networking and job opportunities in the legal field. Plus, it’s a great way to meet other budding lawyers and experienced solicitors who could provide vital insights and connections.
✨Tap into Online Legal Communities
Don’t underestimate the power of online platforms like LinkedIn and specific legal forums. Get active in discussions or share your thoughts on recent legal developments – this not only builds your visibility but also showcases your passion and knowledge in law.
✨Attend Career Fairs and Workshops
Look out for career fairs and workshops specifically focused on law. Many law firms, including Foot Anstey LLP, will be scouting for fresh talent, so bring your A-game and don’t shy away from making a memorable impression.
✨Leverage Your University’s Career Services
If you’re still in university or have recently graduated, latch onto your career services! They often have connections with law firms looking for graduates and can guide you through the application process tailored for the legal sector.
We think you need these skills to ace Legal Assistant/Executive - Charities & Private Wealth Disputes in Exeter
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Foot Anstey LLP, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Foot Anstey LLP and the specific role of Legal Assistant/Executive - Charities & Private Wealth Disputes. Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
Stay Formal but Friendly:While we all know the legal world can be pretty formal, don’t be afraid to let a bit of personality shine through in your written application. Use a respectful tone, but feel free to inject a little warmth; this approach can help you stand out and show you're a great fit for Foot Anstey LLP’s culture!
How to prepare for a job interview at Foot Anstey LLP
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
✨Be Ready for Case Studies
Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
✨Show Off Your Research Skills
As legal professionals, strong research skills are a must. Have examples ready of how you've effectively used legal databases or conducted thorough legal research in your past experiences. It's a great way to demonstrate your readiness for the role at Foot Anstey LLP.
✨Exude Professionalism and Confidence
In the legal field, professionalism is key. During the interview, we should maintain good eye contact and communicate clearly to show that we’re not just knowledgeable, but also confident. This can make a positive impression on your potential colleagues at Foot Anstey LLP.
