Jobs

Harris Hill are delighted to be working with a fantastic charity to recruit for the Relationship Manager in order to help manage various diverse and exciting accounts within the charity.

In this key position, you will manage a diverse portfolio of high-value donors and collective fund accounts, overseeing financial administration, client communications, and compliance. You’ll play a crucial role in ensuring funds are distributed efficiently and effectively to charities and social enterprises worldwide.

As a Relationship Manager you will:

• Manage and nurture relationships with High-Net-Worth donors and collective fund clients.
• Administer client finances including bookkeeping, reconciliation, cash flow, payments, and donation reporting.
• Ensure compliance with UK charity law and regulatory requirements.
• Liaise with clients, intermediaries, grantees, and third-party service providers.
• Support external communications, events, and networking to grow the organisation’s profile.
• Maintain office systems and provide administrative support as needed.

To be successful, you must have experience:

• Experienced in delivering exceptional service to HNW/UHNW individuals, with a genuine passion for philanthropy.
• Knowledgeable about the charity sector and grant making processes.
• Detail oriented with strong analytical and compliance skills.
• An excellent communicator, confident in both verbal and written forms.
• Organised, proactive, and able to manage multiple priorities in a fast paced environment.
• Skilled in Microsoft Office and comfortable working with sensitive data.
• A collaborative team player with a positive attitude and eagerness to learn.

Salary: Starting salary £35,000- £40,000

Contract type:Full-time, permanent

Location- London, hybrid working

Closing date: On rolling basis

Interview: TBC

Recruitment process: Cv and Supporting Statement to

If this sounds like you, then please do get in touch ASAP!

Unfortunately, due to resource capacity, we will only contact candidates that are shortlisted for interview. Therefore if you do not hear from us within 2 weeks of the closing date please note your application has been unsuccessful.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

Harris Hill are delighted to be working with a national charity to recruit for a Legacy Administration Manager in order to manage and administer legacy gifts. This is a pivotal role, ensuring legacy income is maximised, accurately recorded and received in a timely, compliant manner, while always honouring the wishes of legators with sensitivity and care.

Working with a high level of autonomy, you will oversee the legacy administration process end to end, building strong relationships with executors, solicitors and co-beneficiaries, and working closely with internal fundraising, finance and data teams. You will also play a key role in identifying and managing risk, resolving complex cases and maintaining best practice processes.

As a Legacy Administration Manager you will:

• Manage the full legacy administration process, from notification through to receipt of income
• Create and maintain accurate digital and physical legacy records
• Respond sensitively and promptly to all legacy related correspondence
• Review and approve estate accounts, questioning anomalies where appropriate
• Liaise with executors, solicitors and co-beneficiaries to progress estates and protect the charity’s entitlement
• Identify, escalate and help resolve complex, contentious or high-risk cases, working with legal advisers as needed
• Support and advise lay executors when required
• Follow up stalled or inactive cases to ensure progress
• Maintain and improve legacy administration policies, processes and compliance with relevant legislation and best practice
• Ensure all work is carried out sensitively and in line with GDPR
• Produce reports for Directors and Trustees on the legacy pipeline and contentious cases
• Work collaboratively with fundraising, finance and supporter data teams
• Provide cover for the Legacy and In Memory Manager and support legacy related communications and events

To be successful, you must have experience:

• Proven experience of managing legacy gifts and estate administration
• Working knowledge of wills, probate, trusts and relevant charity law
• Awareness of inheritance tax, capital gains tax and related regulations
• Experience reviewing estate accounts and identifying issues or anomalies
• Strong organisational skills with excellent attention to detail
• Ability to manage your own workload and progress cases proactively
• Excellent written and verbal communication skills, with a sensitive and empathetic approach
• Confidence assessing reputational, financial and legal risk
• Competence in MS Office (Outlook, Word, Excel) and CRM or legacy management systems
• A high level of discretion and respect for confidentiality

Desirable:

• Experience working within a charity
• Certificate in Charity Legacy Administration (CiCLA), Institute of Legacy Management qualification, or equivalent experience (e.g. legal, paralegal or private practice estate administration)

Salary: £35,000 – £38,000 per annum

Location:  Rochester City Airport

Contract: Permanent , hybrid working 2-3 days in the office

Closing date: Friday 23rd January at 8am

Interview: TBC

Recruitment process: Cv and Supporting Statement to

If this sounds like you, then please do get in touch ASAP!

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.