Legacy Manager

Legacies are at the heart of what we do, providing around £100 million each year to fuel pioneering cardiovascular research. As our next Legacy Manager, you’ll be instrumental in safeguarding and maximising these vital funds, ensuring every gift leaves a lasting mark on the fight against heart disease.

Working with a collaborative team of Legacy Managers and reporting into the Head of Legacy Management, you’ll help shape strategy and drive innovation. You’ll manage a diverse, stimulating caseload, ensuring compliance with best practice and the law with confidence.  You’ll forge strong relationships across BHF and beyond, inspiring colleagues and future supporters with your technical knowledge and empathetic approach.

You’ll also lead and nurture two Assistant Legacy Officers and our Legacy Administrator, fostering a culture where every team member thrives. From time to time, you may be asked to step up for the Head of Legacy Management, showcasing your leadership and vision.

About you

We’re seeking a candidate with significant experience in legacy management within the charity sector, or a recognised professional qualification (Qualified private client Solicitor, Qualified member of the Society of Trust and Estates Practitioners, or Qualified Chartered Legal Executive with experience of Wills and probate).

You’ll have advanced knowledge of law and legacy administration. You will have experience in managing complex casework across Wills, probate, trusts, tax, estate management, and multi-jurisdictional processes.

You’ll be outstanding stakeholder manager, able to manage sensitive or contentious cases with empathy, engaging compassionately with families, executors, and stakeholders while protecting our reputation.

You will have:

• Demonstrated strategic thinking with a track record of delivering results, driving innovation, and optimising legacy income.
• Extensive experience in private client and legacy management, including mentoring and developing teams through best practice sharing.
• Resilient and adaptable approach, able to manage varied and demanding workloads while maintaining meticulous attention to detail in legal and financial matters.
• Excellent stakeholder engagement and relationship-building skills with supporters, solicitors, co-beneficiaries, and internal teams.
• Outstanding verbal and written communication, including clear presentation of complex issues and communicating BHF’s mission, and
• High financial numeracy, strong IT skills (Microsoft Office essential; First Class 4 desirable).

This is your chance to join a dynamic, supportive environment where your expertise is valued and your impact is tangible, to help build a world where everyone has a healthier heart for longer.

Working arrangements  

This is a 12-month fixed-term contract covering family leave.

Whilst this role is advertised as full time (35 hours per week), we are also very open to considering the role on a part time basis of either 28 or 32 hours if preferred.

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. 

Belonging at BHF   

We are committed to fostering a workplace where everyone feels valued and supported. Embracing different perspectives and backgrounds strengthens our organisation and empowers us to make a real difference together.