Legacy Management Officer

As a Legacy Management Officer, you’ll take ownership of a substantial and varied caseload of legacy files, dealing with everything from straightforward pecuniary and specific bequests through to complex residuary estates, life interests and contentious cases. You’ll be responsible for making sure RBL receives what it is entitled to, using your knowledge of wills, probate, trusts and taxation to scrutinise estate accounts, challenge discrepancies, resolve issues and make sound decisions throughout the administration of each estate.

With a caseload of up to 250 files, no two days will look quite the same, and you’ll have the autonomy to manage your work, assess risk and decide when an issue needs further investigation or escalation. You’ll deal directly with solicitors, executors, other charities and professional advisers, negotiating where interests overlap and taking the lead on shared or more complex estates where required.

You’ll have the opportunity to work on contentious matters, claims against estates, ex gratia requests, foreign assets and tax or domicile issues, as well as attending negotiations, mediations, settlement meetings and Court hearings alongside RBL’s legal representation. You’ll also work closely with colleagues across the Legion to ensure restricted and wish legacies are handled correctly, while providing accurate financial information and insight to support reporting across Fundraising, Finance and the Executive Board.

We’re looking for someone with strong experience in wills, probate and trusts or established legacy casework who is comfortable interpreting complex Will clauses and applying the law in practice. You’ll need the judgement to spot a problem in an estate account, the analytical ability to work out what needs to happen next and the confidence to challenge or negotiate when RBL’s interests need protecting. Attention to detail is critical, but so is being able to build effective relationships with solicitors, executors, charities and colleagues.

This would suit someone who enjoys the technical side of legacy administration, is confident managing their own workload and wants a role where their expertise, decision‑making and knowledge of the sector can be applied to a genuinely varied portfolio of estates.

You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.

Employee benefits include:

• 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
• Enhanced paid maternity, paternity and adoption leave
• Generous pension scheme with employer contributions ranging from 6% to 14%, depending on length of service
• Range of flexible working options may be available, depending on your role
• Employee Assistance Programme providing confidential counselling, financial and legal advice
• Range of courses delivered by learning specialists to support your development goals and objectives
• Opportunities to volunteer
• Travel loans, Cycle to Work, and more!

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics. As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability.

However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role. We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s).