Job Description
Job title: Legacy OfficerJob reference number: RB115Contract: Permanent, full time, 35 hours per week (flexible working available)Location: Kings Hill or London based, hybrid working (minimum 2 days per week in the office)Salary: £27,720 - £34,500 per annum (depending on experience)Are you looking for a unique Legacy Administration/Legacy Officer position, in a team which handled over £22.5m in gifts last year?We’re looking for a talented Legacy Officer or a budding Legacy Support Administrator, looking to become a Legacy Officer to join our Legacies Team at Charities Aid Foundation (CAF).What you’ll doAt CAF, every one of us contributes to our impact, and as our Legacy Officer you too will play an integral part in what we do.The CAF Legacy Team provides a service through which donors can simplify their legacy giving, by naming CAF in their Will and having us onward grant funds to their chosen charities. This role will give the successful candidate the opportunity to facilitate gifts to charities throughout the UK and around the world.We are looking for a Legacy Officer to join the team to support with the administration of straightforward gifts left to CAF, respond to client enquiries, liaise with executors, and be responsible for accurate record keeping and filing with respect to all legacy cases that we handle.As our Legacy Officer you will:Manage the administration of legacy gifts, both pecuniary and residuary legacies, but also have some exposure to more complex residuary gifts. This will include liaising with executors to collate required informationManage the onward granting process, ensuring fees are calculated and deducted properly and funds are disbursed in line with client wishesReview Deeds of Variation and other draft documents from clients to ensure they are fit for purposeProvide support to the Legacy Manager for complex cases, including representing the Legacy Team at internal and external meetingsContribute to business development, by preparing and delivering presentations to Will writers, estate planners etc.Support the wider Private Client team as required, by supporting with expertise when clients have legacy giving plansOther support to the Legacy Manager as requiredWho you’ll beThis role is for you if you have experience of working in legacy administration, legacy management or have a Wills and Probate legal background and are keen to make a difference to society. Our ideal candidate has:Excellent attention to detailFantastic organisation skillsThe ability to problem solveDemonstrable interest in the charity sectorWhat’s in it for youAt CAF you will receive:Permanent hybrid ways of working where roles allowSix weeks holiday plus bank holidaysA wide range of development opportunities to support personal and professional growthPension scheme with better-than-market employer contribution optionsSocial impact benefit schemesFor all our employer benefits and to gain an insight into our culture and values, please visit .Who we areAt Charities Aid Foundation we accelerate social progress by providing essential connections between donors, charities and communities.We safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through our award-winning bank CAF Bank.Our purpose is to enable a better landscape for giving and a fair and sustainable future for all.Diversity and inclusionWe know that the more diverse and inclusive our organisation becomes, the more creative, effective and impactful we will be. Our aim is for our workforce to represent the society we serve, and we have embarked upon an ambitious pathway to achieve this.We want to attract, retain and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.How to applyThe closing date for applications is 27 September 2024 however we reserve the right to close this vacancy early if we receive sufficient applications for the role.We welcome applications from everyone who feels they meet the criteria, regardless of age, sex/gender, disability, race, religion, national origin, sexual orientation, marital, veteran or parental status.Don’t meet every single requirement? If you’re excited about this role but your experience doesn’t align perfectly, we encourage you to apply anyway. You may just be the right candidate for this or other roles.As a Disability Confident Employer, we guarantee to interview disabled applicants who meet the minimum criteria for the role. Please indicate on the application form if you would like to be considered as part of the Disability Confident Scheme.To apply for this role you must be able to provide proof of your Right to Work in the UK. Job Reference: RB115