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British Heart Foundation provided pay range: This range is provided by British Heart Foundation. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range:
Location: Hybrid - London office & home
Vacancy type: Fixed Term Contract
Are you ready to play a key role in protecting and optimising the c.£100 million left to the British Heart Foundation (BHF) in supporters’ Wills each year? We’re looking for an Assistant Legacy Officer to join our sector-leading Legacy Management Team. This is a unique opportunity to help steward one of the most meaningful forms of giving - ensuring every legacy is honoured with care, precision, and respect.
Responsibilities
* Manage your own caseload of pecuniary legacies, ensuring accurate and timely administration.
* Liaise with solicitors, executors, and supporters to resolve queries and uphold our legacy policies.
* Support the team in maintaining BHF’s reputation as a trusted and professional legacy recipient.
* Help maximise income from bequests, directly supporting our life-saving research.
* Demonstrate ability to engage sensitively with bereaved families.
* Confidently balance workload demands and ensure completion within required timeframes.
Legacies account for over half of our income, making this role central to our mission to beat heart and circulatory diseases for good.
About You
You’ll have experience in legacy administration or managing large volumes of client records using a case management system. You’re confident working with data and understand the importance of accuracy and sensitivity, especially when dealing with personal or financial information.
Your communication skills are excellent and you approach conversations with empathy and professionalism. You’re comfortable using Microsoft Office and other IT systems, and you know how to stay organised and manage competing priorities in a busy environment.
You enjoy working as part of a team and are always open to learning and sharing ideas. You thrive in fast-paced, purpose-driven settings and are motivated by making a positive impact.
If you have worked in a charity setting or have experience with legacy administration or managing bulk client data - we’d love to hear from you.
Working arrangements
This is a fixed term contract ending on 30 September 2026 covering Family Leave.
This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our London Office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause.
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