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Job description
The Woodland Trust is looking for a Senior Legacy Officer to support the strategic objectives of the Legacy Income Management Team by administering and managing legacies left to the Woodland Trust, ensuring that all legacy income is secured, protected and maximised.
The Role:
• Manage a complex caseload of legacy files, including pecuniary, residuary, specific gifts, and life interest trusts, protecting income where legal challenges arise.
• Recruit, line manage, and mentor the Legacy Assistant, providing ongoing support and guidance.
• Maximise legacy income through proactive case management and strategic decision-making.
• Deputise for the Legacy Income Manager and support team leadership and mentoring.
• Provide legal and advisory support on legacy-related matters to internal stakeholders.
• Monitor legacy notifications and income, supporting forecasting, reporting, and audit requirements.
• Collaborate with fundraising teams to enhance legacy journeys and secure future pledges.
• Contribute to policy development, process improvements, and data quality initiatives.
• This is a hybrid position with a mix of home working, and from our head office in Grantham, Lincolnshire. Head office attendance would be required no more than once a month on average. Occasional travel to other offices and remote locations may also be required.
The Candidate:
• Experience in legacy management or administration and/or Wills, Probate and Trust law.
• Background working in a charity legacy management team.
• Skilled in case management systems (ideally First Class 4) and Microsoft Office.
• Proven ability to manage residuary estates, probate disputes, and complex caseloads.
• Experience managing, mentoring, and advising colleagues.
• Strong stakeholder relationship-building skills across internal and external teams.
• Knowledge of probate, tax, charity, and data protection law relating to estate administration.
• Qualified in legacy administration (e.g. ILM Certificate in Charity Legacy Administration) and/or other legal qualifications.
Benefits and Wellbeing:
Joining our team means you’ll be a big part of tackling environmental and climate issues. We take good care of our staff, offering support and training opportunities. We also offer:
• Enhanced Employer Pension
• Life Assurance
• Flexible & Hybrid Working Options
• Generous Annual Leave - 25 Days Plus Bank Holidays (pro rata’d for part-time)
• Buy and Sell Holiday Scheme
• Enhanced Parental Pay
• Employee Assistance Programme
About Us:
The Woodland Trust is the UK’s largest woodland conservation charity. We want to see a world where trees and woods thrive for people and nature. The Trust engages and inspires people to make their difference tackling the nature and climate crisis helping protect, restore and create our vital woods and trees.
Our Commitment to Diversity and Inclusion:
To achieve our vision of a world where woods and trees thrive for people and nature, we need to better reflect society and the communities we work in. All people, no matter their background, identity, ability, or circumstance, should benefit from trees.
People of colour and disabled people are currently under-represented across the environment and conservation sector. If you identify as a person of colour and/or disabled, we particularly encourage you to apply.
Please contact us to discuss any additional support or adjustments you may need to complete your application.
Application Advice:
For fairness we keep our candidates’ personal details hidden from the hiring managers, and we do not ask for your CV at application.
Make sure that your Personal Statement clearly shows how your skills and knowledge link to the specifications in the job description and you share with us your passion for the role.
Acceptable Use - Artificial Intelligence (AI):
We understand that candidates may choose to use AI tools to support their job applications-for example, to help structure or edit written responses. We welcome the use of AI in this way, particularly where it helps improve accessibility, such as for neurodivergent applicants. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools.
Apply Now:
If you're ready to make a difference and grow with us, send in your application today. We might close the job opening early if we get a lot of applications, so it's a good idea to apply soon. If we do close the advert early, and you have an application in process, we will email you prior to closing to give you time to complete.
Interviews will be held via Microsoft Teams on 9th & 10th July.
Organisation
Posted on: 28 May 2026
Closing date: 23 June 2026 at 23:30
Tags: Legacy
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Job description
- Location: Oxfam House - Oxford
- Workplace Type: Hybrid
- Hours: 36 hours per week
- Salary: £28,057- £30,337per annum
- Job Family: Retail
- Division: Engagement
- Grade: D
- Job Type: Open ended
- Closing Date: 23 June 2026
- Country: United Kingdom
Oxfam is a global movement of people working together to end the injustice of poverty.
Do you have merchandising experience at merchandiser, junior merchandiser or experienced assistant level?
Do you have a passion for fair trade products and wanting to make a difference?
Are you curious and always looking for continuous improvement?
The Role:
Sourced By Oxfam, our ethically sourced product range, is looking for a talented new merchandiser to partner with the buying team, to help plan, develop and deliver an ethical, commercial, and profitable range suitable for our shops, wholesale & online channels.
You will need to be able to take ownership and accountability for your area, analysing trading patterns across different channels and taking actions to optimise sales and maximise the generation of unrestricted funds for Oxfam.
You will need to control your department stock levels effectively against plan, whilst challenging what correct stock levels should be in relation to current trade performance. Balancing this with, managing the department open-to-buy budget - continually identifying risks/ opportunities to maintain flexibility and optimise performance.
Working with a worldwide, ethical, fair trade supply base, and multiple internal stakeholders, it’s important you can build relationships quickly, work collaboratively and communicate effectively.
You will need to be a self-starter. Able to work well on your own as well as in a team. It’s important that you have an eye for detail and accuracy, with a love of excel spreadsheets & systems and a passion for using data and analytics to drive decision making.
What we are looking for:
We’re looking for a candidate who cares about Oxfam's mission to end poverty and is personally aligned to our feminist principles and values of empowerment, accountability, and inclusion in all you do.
An ideal candidate for the role will also be / have:
- Previous merchandising experience
- Analytical and problem-solving skills and experience
- Team player
- Drive to achieve results
- Adaptable and flexible
- Ability to prioritise workload and manage conflicting priorities
- Excellent interpersonal and communication skills, including presentation skills
- High level of numeracy and computer literacy, with high level of excel skills
- Decisiveness
We offer:
We offer a competitive salary and a range of additional benefits to staff including flexible working options, generous pension scheme, annual leave, additional leave allowances, company sick pay, life assurance and a range of other benefits.
From the day you join Oxfam we invite you to stretch and learn in your role. Our wide range of Learning & Development opportunities includes in-house courses, e-learning modules, on-the job learning opportunities, coaching and mentoring, and much more.
You can read more about all Oxfam has to offer
Flexfam:
We believe flexible working is key to building the Oxfam of the future, so we’re open to talking through the type of flexible arrangements which might work for you. We think this role would work particularly well as a hybrid role.
How to apply:
As part of your online application, please upload your up to date CV and Cover Letter explaining your suitability against the essential criteria in the job profile.
Our values and commitment to safeguarding
Oxfam is committed to preventing any type of unwanted behaviour at work including sexual harassment, exploitation and abuse, lack of integrity and financial misconduct; and committed to promoting the welfare of children, young people, adults and beneficiaries with whom Oxfam GB engages. Oxfam expects all staff and volunteers to share this commitment through our code of conduct. We place a high priority on ensuring that only those who share and demonstrate our are recruited to work for us.
The post holder will undertake the appropriate level of training and is responsible for ensuring that they understand and work within the safeguarding policies of the organisation.
All offers of employment will be subject to satisfactory references and appropriate screening checks, which can include criminal records and terrorism finance checks. Oxfam GB also participates in the . In line with this Scheme, we will request information 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 his/her understanding of these recruitment procedures.
We are committed to ensuring diversity and gender equality within our organisation and encourage applicants from diverse backgrounds to apply.
About us
Oxfam is a global community who believe poverty isn’t inevitable. It’s an injustice that can be overcome. We are shop volunteers, women’s right activists, marathon runners, aid workers, coffee farmers, street fundraisers, goat herders, policy experts, campaigners, water engineers and more. And we won’t stop until everyone can live life without poverty for good.
is a member of of 21 organisations working together with partners and local communities in the areas of humanitarian, development and campaigning, in more than 90 countries.
A thriving diverse Oxfam:
It’s people power that brings about change. To play our part as a global organisation working to overcome poverty and inequality, we need equality, diversity and inclusion across our community of staff, partners and volunteers. Together, we’re committed to becoming a more diverse workforce, better able to tackle the global challenges that face our world today.
To do that:
- We need to dismantle the unequal power structures that exist everywhere, this including Oxfam and the wider development and charity sectors.
- We need an inclusive Oxfam where everyone can bring who they are to our work and feels celebrated for the differences they bring.
- We want and need everyone, and that means we need you.
Organisation
Posted on: 09 June 2026
Closing date: 23 June 2026 at 23:59
Tags: Administration
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