Reading, Berkshire
£30,001 - £45,492 per year
Permanent, Full-time
Job description

This is a fantastic opportunity to join this charity as their Legacy Case Manager within their Fundraising team. You will ensure the effective management of the Legacy Case team and process legacies efficiently and in line with policy and best practice.

The Company Much loved national disability charity

The Role
Offer expertise at a senior level of Legacy Case Administration
Manage the Legacy Case team to process all Legacies
Review and manage all request for authorisation/senior sign off on cases where we are administrator.
Work closely with Finance to understand and support the SORP requirements
Be accountable for the Legacy Case expenditure budget

The Candidate
Substantial experience in Charity Legacy Administration or Estate Administration within private practice
Proven Line Management experience
Ability to scrutinise Estate Accounts
Ideally relevant legacy/probate law qualification, including a Certificate in Charity Legacy Administration (CiCLA) and/or STEP.
Demonstrable strong knowledge of Probate, Charity, UK Tax Law.
Demonstrable strong knowledge of Charity Legacy Administration and Fundraising Codes linked to Legacy Giving and Next of Kin communication


Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.

Posted on: 02 March 2021
Closed date: 11 April 2021
Job ref: 54142
Tags: Fundraising, Legal