Senior Legacy & Estates Lead (Wills & Trusts)

Senior Legacy & Estates Lead (Wills & Trusts)

Full-Time 37800 - 46200 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage legacy files and oversee estate administration with precision and care.
  • Company: Join The Royal British Legion, a respected organisation dedicated to supporting veterans.
  • Benefits: Enjoy hybrid working, competitive salary, and the chance to make a difference.
  • Other info: Collaborate with legal professionals in a supportive and impactful environment.
  • Why this job: Play a vital role in managing legacies that support those who served our country.
  • Qualifications: Experience in wills, trusts, and estate management is essential.

The predicted salary is between 37800 - 46200 Β£ per year.

The Royal British Legion in the UK is seeking a Legacy Management Officer to own a substantial caseload of legacy files, from straightforward bequests to complex residuary estates. You will scrutinise estate accounts, interpret wills, trusts and taxation, and make sound decisions throughout administration.

Based at Haig House with a minimum of two days in person per week, the role offers hybrid working and the chance to work with solicitors, executors and advisers on contentious matters.

Senior Legacy & Estates Lead (Wills & Trusts) employer: The Royal British Legion

The Royal British Legion is an excellent employer, offering a supportive work culture where every team member plays a vital role in enhancing the lives of our residents at Galanos House. With flexible hours, competitive benefits including paid holidays and pension contributions, and ample training opportunities for personal growth, we are committed to fostering a rewarding environment that values your contributions and well-being.

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Contact Details:

The Royal British Legion Recruitment Team

We think you need these skills to ace Senior Legacy & Estates Lead (Wills & Trusts)

Legacy Management
Estate Administration
Wills Interpretation
Trusts Management
Taxation Knowledge
Decision-Making Skills
Attention to Detail