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Senior legacy officer

Telford
Legacy officer
Posted: 18h ago
Offer description

Join us to help keep even more people and pets together when times are tough. For over a century, PDSA have provided vital veterinary care for the pets of people in financial hardship. We’re now on a journey to expand our reach to support even more people and their beloved pets. To achieve this ambitious goal, we need passionate and driven individuals who are ready to embrace change and help shape a future-focused PDSA. Together, we'll build a stronger organisation to ensure our services help those who need us most for the next hundred years. If you're ready to make a real difference and be part of a team that's creating positive change, we want you to join us. Let's build a brighter future for pets and their owners, together. As Senior Legacy Officer, you will: Manage Complex Legacy Casework – Independently oversee a portfolio of complex and high-value legacy cases, ensuring PDSA receives its full entitlement under the law and the terms of the will. Leadership & Oversight – Provide direction to Legacy Officers and Administrators, supporting the Legacy Administration Manager in day-to-day team leadership and performance delivery. Legal & Regulatory Compliance – Apply deep legal knowledge to navigate probate, tax, and charitable law, including liaising with the Charity Commission and ensuring all case handling meets legal and ethical standards. Forecasting & Reporting – Support accurate data collection and system input (e.g. on Phoenix CRM) to enable reliable income forecasting and strategic reporting to senior leadership. Relationship Management – Build and maintain professional relationships with executors, solicitors, and co-beneficiary charities to protect PDSA’s interests and ensure timely resolution of estates. Continuous Improvement & Knowledge Sharing – Stay up to date with changes in wills and estates law, contribute to team development, and support departmental projects and initiatives. We’re seeking someone with: Specialist Legal Knowledge – Extensive expertise in wills, probate, inheritance tax, and charity law, ideally supported by a legal qualification or work towards CiCLA. Charity Legacy Administration Experience – Proven experience in managing legacy casework within a fast-paced charity environment, including contentious and non-contentious estates. Analytical & Decision-Making Skills – Ability to assess complex estate information and make informed decisions that balance risk, income, and reputation. Strong Communication & Diplomacy – Skilled in managing sensitive conversations and professional correspondence with legal professionals, executors, and bereaved families. Attention to Detail & Compliance Focus – Commitment to legal and ethical standards with the ability to spot inconsistencies and ensure accurate case management. Team Leadership & Mentoring – Experience supporting or leading colleagues, contributing to a collaborative and high-performing team culture. Why Join Us? At PDSA, we care for both pets and people. As part of our team, you will enjoy a supportive, flexible working environment, along with a range of great benefits designed to make you feel valued: • Remote and flexible working options to suit your lifestyle. • 25 days holiday (excluding Bank Holidays), with the option to buy or sell up to 5 additional days per year. • An additional Wellbeing Day, so you can recharge whenever you need it. • Generous pension schemes, starting at 5% contributions and increasing up to 10%. • Life Assurance policy (4x annual salary) to give you peace of mind. • Employee Assistance Program and Online Wellbeing Centre available 24/7 for confidential support. • Retail and Holiday Discounts via our fetch platform, giving you access to a wide range of deals. PDSA is committed to embedding a culture of diversity and inclusion within our teams that reflect the communities we serve. We aim to create a working environment in which all individuals can make best use of their skills, free from discrimination or harassment, and in which all decisions are based on merit. We offer a range of family friendly, inclusive employment policies and opportunities for flexible working arrangements to support team members from different backgrounds. If you have any questions or concerns regarding accessibility, please contact us and we will be happy to discuss via email or telephone reasonable adjustments that you may require throughout the recruitment process. We are committed to safeguarding and promoting the welfare of children, adults at risk and all our colleagues and expect everyone who works for us to also share this commitment and to treat people with courtesy and respect. To support this commitment, our recruitment & selection processes are robust and rigorous. All appointments will be subject to satisfactory references and appropriate background checks.

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