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 inclusion.
- 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.
All potential candidates should read through the following details of this job with care before making an application.
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.
Can I use Artificial Intelligence (AI) technology in my application? At WaterAid, we strongly advise against using AI technology at any stage of the recruitment process. Our goal is to ensure a fair and transparent process that provides every applicant with an equal opportunity to succeed. We value hearing about your unique experiences and perspectives in your application, and, if shortlisted, during the interview as well.
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 Poplar 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 strong commitment to equity and inclusion, generous benefits including 36 days of holiday, flexible working arrangements, and opportunities for personal and professional growth, WaterAid provides a supportive environment where every team member can thrive. Join us in our mission and be part of a passionate community dedicated to creating a fairer future.
StudySmarter Expert Advice🤫
We think this is how you could land Legacy Manager in Poplar
✨Tip Number 1
Network like a pro! Reach out to people in the charity sector, especially those involved with legacy management. Attend events or webinars where you can meet potential colleagues and learn more about the field.
✨Tip Number 2
Prepare for your interview by researching WaterAid’s mission and values. Think about how your experience aligns with their goals, especially around equity and inclusion. Show them you’re not just a fit for the role, but for the organisation!
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers, especially when discussing your past experiences in legacy management.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team.
We think you need these skills to ace Legacy Manager in Poplar
Some tips for your application 🫡
Read the Job Description Carefully:Before you dive into your application, take a moment to really understand what we're looking for in a Legacy Manager. Familiarise yourself with the responsibilities and requirements so you can tailor your CV and cover letter accordingly.
Showcase Your Experience:When writing your CV and cover letter, highlight your relevant experience in legacy management or similar roles. We want to see how your skills align with our mission at WaterAid, so don’t hold back on sharing your achievements!
Be Authentic:We value your unique perspective, so make sure your personality shines through in your application. Avoid using AI tools; we want to hear your voice and experiences directly. Authenticity goes a long way with us!
Apply Through Our Website:Once you're ready, head over to our website to submit your application. It’s the best way to ensure it reaches us directly. Remember, the deadline is 12:00 PM UK time on 29 June 2026, so don’t leave it to the last minute!
How to prepare for a job interview at WaterAid
✨Know Your Legacy Management
Make sure you brush up on your knowledge of legacy management principles, especially around residuary, reversionary, and discretionary cases. Being able to discuss specific examples from your experience will show that you’re not just familiar with the theory but can apply it in practice.
✨Build Relationships
Since this role involves working closely with both personal and professional executors, think about how you can demonstrate your relationship-building skills. Prepare examples of how you've successfully collaborated with stakeholders in the past, highlighting your empathy and communication skills.
✨Understand the Legal Landscape
Familiarise yourself with Probate and Trust Law, as well as relevant Charity Law legislation. Be ready to discuss how these laws impact legacy management and be prepared to answer questions about income tax, inheritance tax, and capital gains tax.
✨Show Your Passion for WaterAid’s Mission
WaterAid is all about making a difference through clean water and sanitation. Be prepared to share why you’re passionate about this cause and how your values align with theirs. This will help you stand out as a candidate who truly cares about the mission.
