Assistant legacy case manager jobs
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.
In this vital role, you’ll:
- 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.
About Us
Our people are at the heart of everything we do. By funding research across six decades, we’ve helped keep millions of hearts beating and millions of families together. We’re investing in ground-breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer.
We value and respect every individual’s unique contribution, celebrate diversity, and make inclusion part of what we do every day.
Our Equality, Diversity and Inclusion (EDI) Strategy, Igniting Change, along with our internal EDI group, Kaleidoscope, and a growing number of employee network groups (our Affinity Groups), help us create an environment where all our colleagues and volunteers can succeed.
Benefits
To find out more about the benefits available at the BHF please download our benefits document at the bottom of our advert page.
Need more help balancing your work and home life? Talk to us about what flexibility is available at the application or interview stage.
Interview process
First stage interviews will be held over MS Teams week commencing 24th November.
As part of our commitment to be an inclusive employer and ensure fairness and consistency in selecting the best candidate for this role, the BHF will use anonymous CV software as part of the application journey.
Should you need any adjustments to the recruitment process, at either application or interview, please contact us.
Due to the nature of this role our recruitment process requires that successful candidates are asked to consent to an Enhanced DBS check and any offer of employment will be subject to a satisfactory check being completed.
Please note that we are unlikely to be able to sponsor applicants in respect of this role due to the role not meeting the minimum salary criteria to be eligible for sponsorship.
Registered Charity
More than 1000
Our vision is a world free from the fear of heart and circulatory diseases.
The client requests no contact from agencies or media sales.
Thank you!
You will be required to attend the office for a minimum of 2 days per week with the option to work remotely for the remaining 3 days.
Christian Aid exists to create a world where everyone can live a full life, free from poverty. We are a global movement of people, churches and local organisations who passionately champion dignity, equality and justice worldwide. We are the changemakers, the peacemakers, the mighty of heart.
We're committed to building a diverse and inclusive workplace, and recognise the value this brings in forming strong, creative and high performing teams. We welcome applications from all sections of the community, and from those with experience from outside of the voluntary sector. And no, you don't have to be Christian to work here - we encourage people of all faiths and none to apply. We just ask that everyone lives out our values of dignity, equality, justice and love. We value a good work-life balance, so we're open to part-time and flexible working. We also offer hybrid working for our office-based colleagues and the option of being a homeworker for most of our roles too.
Learn about our vision, mission and values
About the role
The Legacy Case Assistant role is pivotal in supporting the award winning Legacy Case Management team to deliver our transformational legacy income of £15 million each year. Legacies are Christian Aid's largest single source of voluntary income and are one of our key fundraising priorities. As we look ahead to an exciting period of growth across the legacy sector, the role of the Legacy Case Management team has never been more important.
About you
This is an exciting opportunity for someone with excellent attention to detail and a flair for managing a busy administration workload. A good communicator, you will be at ease liaising with both internal teams and external personal and professional executors. This is a varied role, from maintaining records on our database and managing a small caseload to producing monthly reports for the team. You will be proactive, working with initiative and prioritising your workload to meet monthly deadlines. You will be joining a friendly and hardworking Legacy Case Management team at a really exciting time for gifts in Wills at Christian Aid.
Further information
At Christian Aid we strive to be an inclusive and diverse employer and recognise the value that this brings in helping to build strong, creative and high performing teams.
We are actively encouraging racialised minorities, LGBTQ+, people with disabilities, returning parents or carers who are re-entering work after a career break, people with caring responsibilities, people from low socioeconomic backgrounds, women, and older workers to apply. This is because these groups are under-represented within our teams, especially at senior level, and we recognise and value the contributions members of these groups make to strong, creative and high performing teams.
We have a strong Christian ethos and we encourage applications from all faiths. Applicants will be expected to demonstrate an understanding of and sympathy with Christian Aid's faith identity.
All successful candidates will require a DBS/police check appropriate to the role and location and a Counter Terrorism Sanction check as part of your clearance for commencing your role with us. We also participate in the Inter Agency Misconduct Disclosure Scheme. In line with this Scheme, we will request information as part of the referencing process from job applicants' previous employers about any findings of sexual exploitation, sexual abuse and/or sexual harassment during employment, or incidents under investigation when the applicant left employment. By submitting an application, the job applicant confirms their understanding of these recruitment procedures.
This role requires applicants to have the right to live and work in the country where this position is based and undertake the role that you have been offered. If you are successful and we make you an offer for the role, we will be required to conduct a right to work check on your immigration status in the UK. We will contact you regarding the documentation you will need to provide to evidence this.
You can expect a wide range of rewards and benefits, please refer to the benefits booklet for your location to see our full list of employee benefits.
For Salary details for this role, please refer to the Salary band by location.
Thank you!
We are looking for an entusiastic, motivational team leader.
As an Income Generation Team Leader, you will head up one of the most successful local Hospice lotteries in the country, managing manage a small team of dedicated lottery fundraisers and administrators who together, deliver a lottery that generates over £500,000 every year, to support the vital work of our hospice.
If you have a background in management, income generation, lottery membership or charity fundraising, then we would love to hear from you.
At St Michael’s Hospice (Hastings and Rother) we offer a friendly, team orientated work environment – a good pension scheme with the option to continue any existing NHS pension scheme membership, an Employee Assistance Programme (Benenden Healthcare), up to 33 days annual leave plus bank holidays, subsidised employee meals and free refreshments, free parking, supportive supervision along with a proactive Education Department to support with your development. Hospice employees also qualify for a Blue Light Card with access to a huge array of discounts.
To apply for this position please go to the Job Opportunites page of the St Michael's Hospice website and complete the downloadable application form (please note that CVs will not be accepted unless candidates are unable to complete the application form due to a disability, in which case please contact the St Michael's Hospice HR Team.
The closing date is 23rd November 2025 and Interviews will be in the afternoon of 2nd December 2025.
The client requests no contact from agencies or media sales.
Thank you!
Barnardo's is seeking an experienced and collaborative leader to join our Fundraising & Marketing Directorate as Interim Head of Individual Giving. This is a pivotal senior management role, responsible for leading a team delivering a supporter and data focused fundraising programme, inspiring the public to donate, do more and build loyalty through authentic and compelling communications aligned to Barnardo's strategy. It is a critical income stream—raising over £13 million annually.
About the Role
As Head of Individual Giving, you will lead a high-performing team of fundraising specialists across regular giving, cash, raffle, lottery, and legacy marketing. You will support in the development of the long term growth plan, work in inter disciplinary teams on campaign development and delivery supporting your team in this new way of working and be responsible for executing the plan so that it drives growth in acquisition, retention, and lifetime value of supporters.
You will play a key role in the Fundraising & Marketing Leadership Team, contributing to the development of the charity's overarching fundraising & marketing strategic plan and embedding a culture that strives for excellence, focuses on continual improvement, and delivers in collaboration with others.
This is a role for a experience professional who can translate insight into action, lead complex programmes with agility, and inspire teams to deliver outstanding results.
Key Responsibilities
- Strategic Leadership: Support the development of a Fundraising & Marketing growth plan and deliver a multi-year Individual Giving programme that supports sustainable income growth and deepens supporter engagement.
- Programme Oversight: Lead the planning, delivery, and optimisation of multi-channel fundraising campaigns, ensuring they are data-driven, audience-centric, and aligned with Barnardo's brand values.
- Financial Stewardship: Manage a multi-million-pound income and expenditure budget, with responsibility for forecasting, contingency planning, and risk mitigation.
- Cross-Organisational Collaboration: Work closely with colleagues across Digital, Brand & Marketing, Supporter Care, Services and Compliance, Supporter Data & Insight, Communications and Children's Services to deliver integrated campaigns and a seamless supporter experience.
- Insight led continual improvement: Embed a culture of test-and-learn, using market intelligence, segmentation, and performance data to inform strategic decisions and drive continuous improvement.
- Leadership & People Development: Lead and develop a large team of direct and indirect reports, fostering a high-performance culture and supporting professional growth.
About You
You are a senior fundraising professional with:
- A proven track record in strategic planning and delivery within a large, complex organisation.
- Extensive experience in direct marketing and individual giving, with demonstrable success in income growth and supporter engagement.
- Strong financial acumen and experience managing substantial budgets.
- Excellent leadership, communication, and stakeholder management skills.
- A collaborative mindset and the ability to influence at all levels.
- A commitment to Barnardo's values and a passion for making a difference in the lives of children and young people.
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 values. 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 People & Culture 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.
The client requests no contact from agencies or media sales.