At a Glance
- Tasks: Manage legacy cases and ensure supporters' final wishes are fulfilled with care.
- Company: Join WaterAid, a global leader in providing clean water and sanitation.
- Benefits: Enjoy 36 days of holiday, flexible working, and a generous pension scheme.
- Other info: Be part of a diverse team committed to equity and safeguarding.
- Why this job: Make a real impact on communities while developing your career in a meaningful way.
- Qualifications: Experience in legacy management or legal probate roles is essential.
The predicted salary is between 47423 - 47423 £ per year.
Contract type: 10 Months Fixed term, Full Time, 35 hours per week
Location: UK hybrid working – a minimum of 40% of working time is spent face-to-face (London office, external meetings or travel). 60/40 hybrid working at WaterAid means roughly three days wherever you work best and two days together in person.
Salary: £47,423 per year with excellent benefits
Change starts with water. Change starts with you. Every day, millions of people live without clean water, decent toilets and good hygiene. WaterAid exists to change that – for everyone, everywhere. Join us, and your energy will help unlock people’s potential and create a fairer future.
About WaterAid: We’re a global federation driven by one vision: a world where everyone, everywhere has clean water, sanitation and hygiene by 2030. Powered by our values of Respect, Accountability, Courage, Collaboration, Integrity and Innovation, we work alongside communities, partners and supporters to make change happen.
About the team: The WaterAid Legacy Management Team is part of the wider Legacy and In Memory Team, who sit within Mass Engagement. Legacies account for 27% of total income and is the fastest growing income stream in Mass Engagement. The Legacy Management Team is responsible for all aspects of legacy case management, legacy income reporting and forecasting.
About the role: As our Legacy Manager, you will bring your skills and expertise in managing various types of legacy case files to ensure the legacies WaterAid receives are carefully managed, working closely with both personal and professional executors to ensure our supporter’s final wishes are carried out.
In this role, you will:
- Effectively manage a mixed caseload of residuary, reversionary and discretionary cases, to include some complex and contentious cases.
- Develop strong working relationships with key internal and external stakeholders, including both professional and personal executors, to ensure cases are managed in an effective but sensitive manner.
- Support on development of annual income forecast, reforecast and legacy pipeline.
- Work closely with team members to share ideas and identify opportunities to streamline ways of working and improve efficiency.
- Champion WaterAid’s commitment to equity, inclusion and safeguarding.
Requirements: To be successful, you will need:
- Recognised legacy management qualification such as the Institute of Legacy Management Certificate in Legacy Administration (CICLA) or qualified private client solicitor with relevant experience.
- Proven experience of working in a similar charity and/or legal probate role.
- Good understanding of Probate and Trust Law, particularly income tax, inheritance tax and capital gains tax, and knowledge of relevant Charity Law legislation.
- Proven ability to make decisions quickly and confidently, using initiative and judgement.
Although not essential, we’d prefer you to have:
- Empathy with overseas development issues.
Closing date: Applications close 12:00 PM UK time on 29 June 2026. Interviews are expected to take place week commencing 6 July 2026.
How to apply: Click Apply to answer the pre-screening questions and upload your CV only and Cover Letter.
Pre-employment screening: To apply for this role, you must be able to demonstrate your eligibility to work in the respective country. All pre-employment checks will be carried out according to local law and WaterAid’s Safer Recruitment policy. All UK based roles require a basic Disclosure and Barring Service (DBS) check.
Benefits:
- 36 days’ holiday (including 8 Bank Holidays)
- Option to buy an extra 5 days’ annual leave
- Employer pension contribution up to 10%
- Flexible and hybrid working arrangements
- Season ticket loan
- Free annual eye tests
- ‘Give as you Earn’ charitable giving scheme
- Enhanced parental leave (maternity, adoption/surrogacy, shared parental and paternity)
- Sabbaticals
- One paid volunteer day each year
As part of our annual leave policy, all employees receive three additional days of annual leave on top of their standard allocation of 25 days. These days are designated to cover the period when our UK office closes between Christmas and New Year, allowing all UK WaterAiders to take a well-deserved break. These days are automatically scheduled and cannot be changed or moved. Annual leave is accrued based on your start date. If sufficient leave has not been accrued by the time of the closure, the 3 days will be taken as unpaid leave or pro-rated, depending on your circumstances.
Our People Promise: We will work with passion and focus to make sure everyone everywhere has clean water, decent toilets and good hygiene. WaterAid is a place of purpose – where people have a real commitment and shared responsibility for the impact we have. We are a global community with diverse backgrounds and perspectives, motivated by inspiring, stimulating work. We are determined to be a place where people feel safe and able to contribute their voice and truly live our values.
Equal Opportunities: We welcome applications from people of all backgrounds, beliefs, customs, traditions, ways of life and status. This includes, but is not limited to, race, ethnicity, caste, colour, gender, language, religion, political or other opinion, national or social origin, property, birth, disability status, neurodiversity, age, marital and family status, sexual orientation and gender identity, health status, place of residence, economic and social situation.
Safeguarding: We are committed to protecting everyone we come into contact with. We have a zero-tolerance approach to abuse of power, privilege or trust across our global work, and to any form of inappropriate behaviour, discrimination, abuse, bullying, harassment, or exploitation. Safeguarding the people and communities we work with, our staff, volunteers and anyone working on our behalf is our top priority, and we take our responsibilities extremely seriously. All offers of employment are subject to satisfactory references and appropriate screening checks (which can include counterterrorism, safeguarding and criminal records checks).
Together, we’ll change the world through water. Join us and be part of the change!
Legacy Manager in London employer: WaterAid
WaterAid is an exceptional employer that fosters a culture of collaboration and innovation, empowering employees to make a meaningful impact in the world by ensuring access to clean water and sanitation for all. With a generous benefits package including 36 days of holiday, flexible working arrangements, and a commitment to employee growth through training and development, WaterAid provides a supportive environment where your contributions are valued and your career can flourish. Join us in our mission and be part of a diverse community dedicated to creating a fairer future.
StudySmarter Expert Advice🤫
We think this is how you could land Legacy Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the charity and legal sectors. Attend events, join online forums, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research WaterAid’s mission and values thoroughly. Think about how your experience aligns with their goals, especially in legacy management. Practise answering common interview questions and be ready to share specific examples from your past work.
✨Tip Number 3
Show your passion for the cause! When you’re in an interview, let your enthusiasm for clean water and sanitation shine through. Share why you care about these issues and how you can contribute to WaterAid’s mission. Authenticity goes a long way!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind for the hiring team.
We think you need these skills to ace Legacy Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Legacy Manager role. Highlight your relevant experience in legacy management and any qualifications you have, like the CICLA. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about legacy management and how you can contribute to WaterAid's mission. Keep it personal and engaging – we love hearing your story!
Be Clear and Concise:When filling out the application, be clear and concise in your answers. We appreciate straightforwardness, so avoid jargon and get straight to the point. This helps us understand your qualifications better!
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, you'll find all the details you need about the role and our values there.
How to prepare for a job interview at WaterAid
✨Know Your Legacy Management Stuff
Make sure you brush up on your knowledge of legacy management, especially around residuary, reversionary, and discretionary cases. Familiarise yourself with the relevant laws, like Probate and Trust Law, as well as Charity Law. This will show that you're not just qualified but genuinely interested in the role.
✨Build Relationships Before the Interview
Since this role involves working closely with executors and stakeholders, think about how you can demonstrate your relationship-building skills. Maybe share a story in your interview about a time you successfully managed a complex case or collaborated with others to achieve a goal.
✨Show Your Empathy
WaterAid values empathy, especially when dealing with sensitive legacy matters. Prepare examples that highlight your ability to handle delicate situations with care and understanding. This will resonate well with the interviewers and align with their mission.
✨Be Ready to Discuss Efficiency Improvements
The job mentions streamlining ways of working, so come prepared with ideas on how you could improve processes within the Legacy Management Team. Think about past experiences where you've identified inefficiencies and how you tackled them. This shows initiative and a proactive mindset.
