At a Glance
- Tasks: Support charities in managing legacy income and ensure efficient administration.
- Company: Join a forward-thinking law firm committed to innovation and diversity.
- Benefits: Competitive salary, performance bonuses, sabbaticals, and private healthcare.
- Other info: Opportunities for growth and continuous improvement in a collaborative environment.
- Why this job: Make a real impact by helping charities secure vital funds for their missions.
- Qualifications: Strong organisational skills and a passion for Wills and Charity law.
The predicted salary is between 30000 - 40000 £ per year.
Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and let’s shape the future together. Being refreshingly human starts with how we hire. We believe a diverse mix of perspectives makes us stronger – not just as a business, but in creating a culture where we all feel we truly belong and can thrive. That’s why we’re committed to removing barriers and creating fair opportunities for everyone.
Location: Exeter, Bristol or Manchester
Working Pattern: Full-time
Why this role matters
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.
What you’ll do
- 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.
- 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 numeracy 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
- We welcome applicants at all levels, including those new to legacy administration but with a genuine interest in Wills, Probate and Charity law.
- 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.
Progressive benefits tailored to you
- Competitive salary and performance‑linked bonus.
- Employee sabbaticals.
- Enhanced parental leave policies.
- Private healthcare and wellbeing initiatives (e.g., mental health support, gym memberships).
Equal Opportunities Employer
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.
Recruitment Declaration
We are currently conducted by exclusive direct sourcing and have no affiliation with any recruitment agencies. Successful applicants will be required to complete an employment screening process, including a financial integrity check and a DBS check.
