Legacy Officer These are exciting times for the Charity, and we now have an excellent opportunity for a proactive and customer-focused Legacy Officer to join the busy Legacy Administration Team.
Position: Legacy Officer Location: Devon/Hybrid (onsite attendance currently anticipated to be 2-3 days per week) Hours: Full-time, 35 hours per week,, Monday-Friday.
Salary: £35,373 per annum Contract: Permanent contract starting as soon as possible Closing Date: Sunday 21 December 2025.
Interview Date: Sidmouth centre on the 15th & 16th January 2026.
About the Role As Legacy Officer, you will manage a proportional share of legacy cases, predominantly comprising residuary, life interest, discretionary and specific legacies, including a small proportion of those which are contentious and identifying and resolving complex case issues.
Depending on experience and any complexities and associated risk to the Charity, you will have autonomy to make decisions daily; including financial decisions associated with estate assets which include properties and investments (which are typically hundreds of thousands and on occasion millions of pounds), enhancing the Sanctuary's reputation as a good recipient of legacies by building good relationships with professionals, Lay Executors, as well as friends and family involved in each administration.
Ideally you will be proficient in the use of FirstClass 4 and commensurate knowledge of MS Office including Excel and have up to date knowledge of charity law (as it applies to charity legacies), taxes applicable to estates and probate/trust law and processes and data protection relating to charity administration.
Competitive pension.
Life assurance Healthshield.
31 days holiday (including Bank holidays), rising to 34 will each full year of service.
Long service awards.
Healthshield plan Free parking.
About the Organisation The sanctuary is one of the UK's largest international animal welfare charities, currently supporting projects in over 35 countries worldwide, working for a world where donkeys and mules live free from suffering and their contribution to humanity is fully valued.
The Charity is a Disability Confident Employer, committed to safeguarding and promoting the welfare of vulnerable people (children and adults) and expects all staff and volunteers to undertake this commitment.
Applicants will be subject to safer recruitment processes, including an application for a Disclosure and Barring Service (DBS) check where required for the post. You may also have experience in areas such as Junior Legacy Officer, Senior Legacy Officer, Legacy Case Officer, Legacy Administration Officer, Legacy Giving Officer, In Memory, Legacy and In Memory Officer, Legacy and In Memory Giving Officer, Gifts in Wills, Trusts and Legacies, Probate.