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- Tasks: Manage legacy cases and build relationships to support Parkinson's UK.
- Company: Join a passionate charity making a real difference in people's lives.
- Benefits: Flexible working, competitive salary, and the chance to make an impact.
- Why this job: Be part of a growing team that funds vital work for those affected by Parkinson's.
- Qualifications: Experience in charity legacy administration and strong communication skills.
- Other info: Diverse and inclusive workplace with opportunities for professional growth.
The predicted salary is between 13 - 16 ÂŁ per hour.
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. In this role, 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
- 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 section of the job description. Interviews for this role will be held on 25 and 26 February, in person at our London Office.
The successful candidate will be required to:
- attend the UK London office 1 day per month
- provide their own broadband service with a minimum download speed of 2Mb
- have a confidential space in which to work
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.
Legacy Officer (21 hours) employer: Parkinson's UK
Contact Detail:
Parkinson's UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legacy Officer (21 hours)
✨Tip Number 1
Get to know the team! Before your interview, do a bit of research on Parkinson’s UK and the Legacies Team. Understanding their mission and values will help you connect with them during your chat.
✨Tip Number 2
Practice makes perfect! Prepare for common interview questions related to legacy administration and think about how your experience aligns with the role. We want you to feel confident when discussing your skills!
✨Tip Number 3
Show your passion! During the interview, express why you’re excited about working in legacy administration and how you can contribute to Parkinson’s UK. Your enthusiasm can really make you stand out!
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Legacy Officer (21 hours)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Legacy Officer role. Highlight your experience in charity legacy administration and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Supporting Statement: Your supporting statement is your chance to shine! Use it to demonstrate how you meet each criterion in the job description. Be clear, concise, and show us your passion for the role and our mission.
Showcase Your Communication Skills: Since you'll be dealing with Executors and bereaved families, it's crucial to showcase your ability to communicate compassionately and clearly. Include examples in your application that highlight these skills.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you're keen on joining our team at Parkinson’s UK!
How to prepare for a job interview at Parkinson's UK
✨Know Your Legacies
Make sure you brush up on your knowledge of charity legacy administration. Familiarise yourself with the different types of legacies, such as pecuniary and residuary, so you can speak confidently about how you would handle various cases.
✨Show Your Compassion
This role requires a sensitive approach when dealing with bereaved families and Executors. Prepare examples from your past experiences where you've demonstrated empathy and clear communication, as this will be crucial in your discussions.
✨Be Ready for Numbers
Since you'll need to approve complex Estate Accounts and tax calculations, brush up on your numeracy skills. Be prepared to discuss how you’ve handled financial aspects in previous roles, and maybe even practice a few calculations to feel confident.
✨Familiarise with Digital Tools
As the role involves working in a modern digital workplace, make sure you’re comfortable with digital collaboration tools. If you have experience with First Class 4 legacy software, be ready to talk about it and how it can enhance your work efficiency.
