Legacy Administration Manager
Location: Contracted to the Peterborough office with the flexibility for hybrid working
Contract type: Permanent
Hours: Full time: 37.5 hours or part time considered (minimum 30 hours per week)
Salary: £39,000 - £45,000 FTE depending on experience
Benefits: Our client wants all their employees to feel valued and engaged and are committed to offering a positive working culture along with a good work-life balance. As well as ensuring they pay their employees fairly, they offer the following benefits: Flexible working, Generous annual leave, Private Medical Insurance (including dental and optical), Pension Scheme, Sick Pay, Death in Service, Employee Assistance Programme, Bike Loan Scheme, Cycle2Work Scheme, Eyecare, Discount Portal.
Closing date: Sunday 30 November 2025. They may extend the advert, but please apply as soon as possible.
Responsibilities
* Be a part of an energetic and vibrant team driven by the desire to improve the lives of people living with kidney disease.
* Play a crucial part in maximising and securing legacy income for the charity.
* Ensure timely, sensitive and accurate receipt of funds while protecting the charity's interests and reputation.
* Manage a varied caseload of legacies, ranging from pecuniary gifts through to more complex residuary estates, and occasionally contentious cases.
* Make decisions on complex issues related to inheritance tax, estate accounts, and charity legacy administration.
* Handle sensitive conversations with compassion, diplomacy and professionalism, while remaining resilient under pressure.
Qualifications
* Proven experience of charity legacy administration.
* Solid understanding of inheritance tax and estate accounts.
* Ability to make decisions on complex legacy administration issues.
* Resilience under pressure.
* Strong communication skills, including handling sensitive conversations.
* Experience with legacy management roles such as Legacy Administration Manager, Legacy Officer, Legacy Executive, Legacy Specialist, Gifts in Wills Manager, In Memoriam Giving, Estate Administration, Probate and Estates, Charity Legacy Income, Legacy Fundraising, etc.
They are committed to providing equal opportunities for everyone and encourage applications from all sections of the community.
Application: If you are interested in the position, please complete the online application form and submit together with your CV.
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