Join Our Mission: Senior LegacyOperations Executive Wanted!
Make a lasting impact on the lives of children and young people.
We are looking for a dedicated and experienced professional to join our Legacy Operations team, the team that works to receive gifts left by our kind supporters in their Wills. You'll work closely with families, friends, and legal professionals to ensure each legacy is handled with care, integrity, and efficiency.
Are you a detail-oriented individual with a passion for legacy management and making a difference?
If you thrive in a fast-paced, sensitive environment and have experience managing complex legacy cases, we'd love to hear from you.
We are seeking to appoint a Senior LegacyOperations Executive, reporting to the Legacy Operations Manager.
Further details on the role are included below.
Role Purpose: The Legacy Operations Team manage an individual portfolio of cases, which for the Senior Legacy Operations Executive will include cases with a value of up to £1M, as well as managing their own portfolio of complex and contentious legacy cases. You will be responsible for a designated geographical area, ensuring each legacy delivers maximum benefit—financially and reputationally—for the charity.
You will ensure accurate record-keeping using First Class 4, Salesforce CRM, and other relevant systems, supporting effective forecasting of legacy income and providing accurate data for marketing and supporter care. You will ensure the charity's legal obligations are met in all legacy matters.
The Senior Legacy Operations Executive will also support the manager in supervising the team, including direction, guidance and training and performance appraisal as required and covering during the manager's absence.
Qualifications: The candidate should have a legacy related qualification, example Certificate in Charity Legacy Administration.
* Please note: The successful candidate must be able to attend our Barkingside Head Office occasionally, as required.
When completing your application please refer to your skills, knowledge and experience in relation to the Person Specification, Job Description and Additional Information document (if applicable). This should be done with an understanding of the context of the service described.
Please note due to the high volume of applications for some posts, this advert might close before the displayed closing date. We recommend that you apply for this role as soon as possible.
Pay & Reward Framework
We know that our colleagues go above and beyond in delivering our vital work, driven by their passion and commitment to Barnardo's . We also know that we can only realise our ambitions and achieve better outcomes for more children, thanks to the talent, hard work and creativity of our people.
For all these reasons, we are committed to a new approach to pay and reward, to ensure it is fair, attractive and progressive, which was rolled out in April 2023. This is a positive change for the charity, and a part of our Strategy. It will assist us in supporting colleagues to belong, thrive and grow in their colleague journey at Barnardo's and in time will offer clear routes of progression for colleagues in both their career and their pay.
Whilst the full pay band and salary range is advertised, our approach to starting salaries is to appoint between the minimum to mid-point of the pay band – this ensures that pay steps are available to reward our colleagues annually based on their contribution to excellence and alignment to our values and behaviours. More details on Barnardo's pay framework can be found upon application.
Benefits
Workplace Offer: What it means for you
Our hybrid working initiative is based on trust, flexibility and empowerment. We understand our workplace offer means different things to different people, and we encourage those conversations. This may mean working at one of our stores, services, working at home, in the community, at one of our Collaboration Hubs or depending on the role any combination of these. Please read through the advert carefully to understand the remits of hybrid working that will be specific to the role.
1. Barnardo's believe in creating equality of opportunity in the workplace and supporting people to manage their work-life balance; we are therefore open to offering flexible working arrangements.
2. Annual Leave entitlement for full-time colleagues is 26 days per annum, increasing to 27 days per annum, after 3 years Barnardo's service, 29 days per annum, after 5 years Barnardo's service and 30 days per annum, after 7 years Barnardo's service. Those working less than full time are entitled to the same level of holiday pro rata
3. The ability to buy up to another 5 days annual leave via our HolidayPlus scheme
4. A host of family friendly leave options including company Maternity Paternity and Adoption pay; together with all family additional leave options
5. Service related sick pay from day 1
6. Access to a Group Personal Pension with a matched 4% or 6% contribution from Barnardo's. Ability to pay via salary sacrifice to garner both tax and NI savings on your own contribution
7. Death in service cover of 4x annual earnings for all staff contributing to our Group Personal Pension
8. Cycle2work scheme
9. Interest free season ticket loans
10. Discounts and cashback from at high street shops including major supermarkets, cinemas, gyms, leisure/theme parks, holidays and much more via our Benefit Portal
11. 20% discount at Barnardo's stores
12. Opportunity to purchase a health cash plan to claim towards dental, glasses, therapy etc
13. Free access to round the clock employee assistance program for advice and support
14. Access to Barnardo's Learning and Development offer
*T&C's