At a Glance
- Tasks: Support charities in managing legacy income with empathy and efficiency.
- Company: Join a leading team dedicated to maximising charitable gifts.
- Benefits: Enjoy competitive pay, bonuses, sabbaticals, and wellness initiatives.
- Other info: Flexible working options and opportunities for professional growth.
- Why this job: Make a real difference while developing your skills in a supportive environment.
- Qualifications: Experience with databases and a passion for legacy administration.
The predicted salary is between 30000 - 40000 £ per year.
We are sourcing directly for this role and do not accept recruitment agencies. The Legacy Income Management team manages over £200M in legacy income. This role helps charities secure this income, delivering accurate and efficient support.
Role details
- Team: Legacy Income Management Team
- Locations: Exeter, Bristol, London, Manchester – hybrid working available with an expectation of office attendance once a month
- Working Pattern: Full-time / Part-time / Flexible
Responsibilities
- Deliver high‑quality 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. Caseload 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 and a client‑centric approach.
- Act as an extension of clients’ teams by providing bespoke, responsive support aligned to their needs and priorities.
- Apply strong attention to detail and high‑level numeracy skills to monitor and reconcile income, resolve identity and estate account issues, review estate valuations, and ensure compliance with legal and regulatory requirements.
- Contribute to maximising the value of charitable gifts through thorough case management and financial oversight.
- Collaborate with wider team including contentious probate, charity probate, property, and governance specialists to deliver comprehensive support.
- Contribute to team knowledge‑sharing and continuous improvement initiatives to ensure high‑quality support.
Qualifications
- Experience in using and maintaining databases, with strong organisational and data‑management skills.
- Previous experience in legacy administration, or genuine interest in developing within this area, with familiarity with systems such as First Class 4 (or similar case‑management platforms).
- Basic understanding of Wills, Probate, and Trust law, or clear willingness to build expertise in these areas.
- Excellent communication and collaboration skills, enabling work across teams and with external stakeholders.
- Progression towards, or interest in undertaking, an ILM Certificate in Charity Legacy Administration or similar qualification.
- Sensitive and empathetic approach when dealing with bereaved families, donors, and other stakeholders connected to legacy gifts.
- Proven ability to build and maintain strong client relationships, delivering a high standard of client care.
- Experience of, or desire to develop, operating within a modern digital environment, with motivation to adapt to a law‑firm setting, its systems, processes and expectations around client service.
- Proactive and collaborative mindset, with a shared commitment to innovation and continuous improvement.
Benefits
- Competitive salary and performance‑linked bonus.
- Employee sabbaticals.
- Enhanced parental leave policies.
- Private healthcare and wellbeing initiatives (mental health support, gym memberships).
- Open, flexible working environment.
Legacy Consultant in Exeter employer: Foot Anstey
As a Legacy Consultant with our esteemed Legacy Income Management team, you will thrive in a supportive and flexible work environment that values your contributions and prioritises employee wellbeing. With competitive salaries, performance-linked bonuses, and opportunities for professional growth, including the chance to pursue relevant qualifications, we are committed to fostering a culture of collaboration and innovation. Join us in making a meaningful impact for charities while enjoying the benefits of hybrid working across vibrant locations like Exeter, Bristol, London, and Manchester.
StudySmarter Expert Advice🤫
We think this is how you could land Legacy Consultant in Exeter
✨Get Involved Locally
Dive into local volunteer opportunities or social initiatives. This not only beefs up your CV but also connects you with like-minded folks in nonprofits. Plus, it shows your passion for social impact, which is key for getting noticed by Foot Anstey.
✨Tap into Professional Networks
Join networks like the National Council for Voluntary Organisations (NCVO) or local charities to meet professionals in the sector. Attend events and workshops to build relationships and learn about potential openings at organisations like Foot Anstey.
✨Showcase Your Commitment
When prepping for interviews, be ready to speak about your personal connection to social issues. Dive into specific examples of how you’ve contributed to community projects – this will resonate with the mission-driven vibe at Foot Anstey.
✨Utilise Online Platforms
We’re all about making connections, so use platforms like Idealist and CharityJob to hunt for full-time roles. And of course, you should keep an eye on our website for exciting opportunities at Foot Anstey. Apply directly through us to stand out!
We think you need these skills to ace Legacy Consultant in Exeter
Some tips for your application 🫡
Show Your Passion for the Cause:In the nonprofit sector, it's super important to demonstrate genuine passion for the mission of Foot Anstey. Use your cover letter to showcase any personal experiences or volunteer work that connects you to their social impact initiatives. This emotional connection can really help your application stand out.
Highlight Relevant Experience:When crafting your CV, be sure to include any relevant projects or roles that showcase your skills in social impact. Whether it's community organising, fundraising, or advocacy, highlight what you've done and the difference it's made. Don’t just list tasks; quantify your achievements and the outcomes of your efforts.
Tailor Your Documents to the Role:For a full-time role like Legacy Consultant, ensure your CV and cover letter specifically address the responsibilities outlined in the job description. Use their language to describe your skills and experience, making it easy for the hiring team to see how you fit into their vision.
Emphasise Teamwork and Collaboration:Nonprofits thrive on teamwork, so make sure to emphasise your collaborative experiences. Whether you've worked in a team setting, partnered with community organisations, or facilitated group projects, highlight these experiences in your application. Show them you understand the importance of working alongside diverse individuals to achieve shared goals.
How to prepare for a job interview at Foot Anstey
✨Show Your Passion for Social Change
When we’re prepping for interviews in the nonprofit space, it's vital to demonstrate our genuine passion for social impact. Be ready to discuss not just your skills and experiences but also why you care about the mission of Foot Anstey. Sharing personal stories or insights can really make us stand out.
✨Highlight Project Experience
We should focus on specific projects we've worked on that align with the goals of social impact. Whether that’s a community initiative, volunteering, or a class project, having solid examples that showcase our role and the outcomes will resonate well with the interviewers.
✨Familiarity with Relevant Tools and Practices
Let’s brush up on tools and methodologies commonly used in the nonprofit sector, like project management software or outcome measurement frameworks. Being able to speak fluently about these will show that we’re not just passionate but also knowledgeable and ready to hit the ground running.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that evaluate our problem-solving skills in real-world social issues. Think about how we’d handle challenges in the nonprofit environment and prepare stories that demonstrate our critical thinking and adaptability. Role-playing with a friend could help us feel more confident!
