Legacy administrator jobs in birmingham, west midlands

Are you a strong marketer who can help us achieve our vision of making legacy giving a social norm across the UK?

At Remember A Charity, we're looking for a marketer with exceptional communication and planning skills, who will be inspired by the opportunity to play this key role in a small but dynamic team.

Remember A Charity (part of the Chartered Institute of Fundraising)

Hours: Full Time (35 hours per week). Requirement to work outside of regular office hours occasionally, as required, with time off in lieu.

Key benefits:

• Leave: 25 days per year (rising to 30 with service) + bank holidays.
• Pension scheme: After probation ends, we offer up to 7.5% employers’ contribution to our stakeholder pension scheme.
• Enhanced sick pay from day one.
• Great work/life balance through flexible and remote-first working.
• We also focus on staff wellbeing, training and development and support you with your volunteering.
• See our benefits list for all other details

Location: This is predominantly a home-based role, days in the office in Bermondsey, London will be agreed with the line manager. Occasional travel will be required to scheduled meetings/training/events.

The Chartered Institute is proud to be an equal-opportunity employer committed to a diverse and inclusive workplace where we can all be ourselves and succeed on merit. We particularly welcome applications from those who are significantly underrepresented in our sector, such as Black, Asian, people of colour, or from a specific minoritised ethnicity, neurodivergent, oppressed, or marginalised individuals or groups.

About us

Remember A Charity

Remember A Charity is a vibrant behaviour change campaign that aims to inspire the public to leave a charitable gift in their Will. Working collaboratively, the campaign’s mission is to do what no organisation can do alone, growing the legacy market and normalising charitable gifts in Wills.

Why grow legacy giving? Charitable gifts in Wills are one of the largest sources of voluntary income in the UK, raising £4.5 billion for good causes each year. As such, it’s a crucial source of income for thousands of charities, particularly in the current economic climate.

Established in 2000, Remember A Charity now represents almost 200 member charities, who work together to drive change through inspiring consumer campaigns, strategic partnerships with solicitors, Will-writers and professional advisers, and by lobbying government to enhance the wider legacy giving environment. The consortium encompasses a diverse range of charities, giving them the platform, resources and guidance to maximise their legacy fundraising. Remember A Charity works all year round to promote legacy giving, also running Remember A Charity Week each September as a central focal point for public awareness activity.

Our four key strategic pillars are:

• Inspiring the UK public to leave a charitable legacy
• Embedding legacy giving across Will-writing and estate planning
• Influencing government & decision-makers to protect and nurture the future of charitable legacies
• Equipping & enabling our members to maximise their legacy fundraising

Remember A Charity is part of the Chartered Institute of Fundraising and our goals align with its strategic priority of growing charitable giving.

Chartered Institute of Fundraising (CIOF)

The Chartered Institute of Fundraising is the UK's professional membership body for fundraisers, championing excellence, providing professional development and education, and fostering connections across the sector. We've launched a new ten-year strategy to tackle critical challenges like diminishing income, increasing demand for services, and issues such as fundraiser burnout and lack of investment that are impacting charities nationwide. We believe that every fundraiser should feel valued and nurtured.

This strategy focuses on four key pillars with clear five and ten-year targets: attracting, retaining, and nurturing fundraising talent to combat the "revolving door"; reframing the narrative to change perceptions of fundraising and drive investment; driving excellent fundraising practice, setting standards, ethics and guidance to build public trust; and fostering a culture that inspires more people to give to reverse declining donor numbers. Our ultimate aim is to double our impact in a decade, ensuring a sustainable future for both fundraisers and charities.

Role Background

This is a unique opportunity to use your creativity and marketing expertise to help charities across the UK grow their legacy giving and increase their resilience for the years ahead. The Marketing Manager will work within a small and talented staff team at Remember A Charity to expand its reach, grow its network and build engagement among its key audiences: charities, professional advisers and the giving public. The priorities for the Marketing Manager are to develop and deliver a marketing and communications plan in line with the campaign strategy.

Reporting Structure

Reports to: Lucinda Frostick, Director of Remember A Charity

Job Description

Job purpose: To lead and develop Remember A Charity’s marketing and communications programme, in line with our core mission of making legacy giving a social norm. This core focus of the role is on growing and engaging our audiences across the charity sector (members and non-members) and professional adviser communities (solicitors, Will-writers, wealth advisers).

The Marketing Manager will also contribute to the development of our consumer PR, marketing and digital programmes, led by the Director and Digital Communications Manager respectively.

This role would suit a confident and creative individual who is enthused by the opportunity of helping charities across the UK to grow and develop their long-term income. The successful candidate will work closely with the campaign’s members, professional advisers and, of course, colleagues within Remember A Charity and the wider CIOF.

Key Accountabilities:

• Lead the planning, delivery, and evaluation of marketing activities targeting charity sector and professional adviser audiences, aligned with organisational strategy and KPIs.
• Develop and deliver communications for charity members and Campaign Supporters.
• Collaborate with internal colleagues and external agencies to support the execution of consumer-facing marketing and PR campaigns.
• Create compelling assets and resources to support recruitment, engagement, and retention of members and professional partners.
• Ensure external communications and creative outputs are consistent with the Remember A Charity brand.
• Represent the organisation, exhibiting and/or presenting at relevant events or meetings.

​Responsibilities by area:

Charity sector

• Creation of promotional assets to support member acquisition and retention.
• Plan and deliver a dynamic member comms programme, including e-bulletins, impact reports and others.
• Help colleagues to coordinate and present at select member events.
• Manage sector-facing social media accounts (LinkedIn, X, and Bluesky).
• Support the Director with sector-facing editorial content.
• Gather and showcase member testimonials and case studies.
• Develop and promote guidance and resources to help members maximise their legacy fundraising.
• Enhance and develop the members’ area of the website, ensuring content is up to date and relevant.

Professional Advisers

• Responsibility for the marketing budget for professional advisers.
• Planning and delivery of marketing activity to grow our professional adviser network and maximise our impact, in line with our KPIs.
• Manage and grow the Campaign Supporter scheme for solicitors and Will-writers, delivering engaging communications and digital content that keeps charitable giving front of mind.
• Promote the importance of referencing the charitable option during Will-writing to professional advisers through events, direct marketing, social media, and advertising.
• Coordinate the campaign’s Legal Sector Advisory Group, organising quarterly meetings and fostering strong relationships with key stakeholders.
• Identify and pursue opportunities to engage wider professional audiences and influential groups within and beyond the legal sector, including but not limited to, wealth managers, Will-writing software providers, local government, regulatory and trade bodies (e.g. CILEX, CLC, NALP).
• Collaborate with CPD content providers to deliver training programmes on charitable Will-writing.
• Coordinate quarterly webinars for professional advisers on relevant Will-writing topics, working with internal and external partners.
• Create materials and promotional assets for professional advisers and campaign partners to equip them to advocate for legacies.

Consumers

• Contribute to the planning and delivery of consumer marketing and PR activity.
• Support members in making best use of the consumer-facing assets provided for them to use during Remember A Charity Week and beyond.
• Equip Campaign Supporters and Will-writing partners with resources to promote legacy giving during Remember A Charity Week and beyond.

All

• Collaborate with the team to review campaign activity and success measures against KPIs.
• Maintain and update website content for charity and professional adviser audiences.
• Uphold brand consistency across all external communications and creative outputs.

About You

Experience & Skills

• Experience of planning and delivering successful marketing programmes.
• Knowledge of the UK charity sector and/or legal market.
• Experience working in a customer-facing environment or dealing with a wide range of members and stakeholders.
• Effective presentation and networking skills.
• Familiarity updating webpages and using simple web-based design / delivery tools such as Canva and Mailchimp.
• Computer literacy (Word, Excel, PowerPoint etc.) and experience of using a CRM system,
• Budget management preferable but not essential

Attributes

• Confident and clear communicator, with strong writing skills and a creative solutions-driven approach.
• Excellent organisational skills, including the ability to work independently and prioritise, managing time effectively.
• Team player, but also a confident self-starter, able to work independently when necessary.
• A positive attitude, with the ability to keep calm when managing multiple projects.

Reflecting the CIOF’s values

Passionate: Takes immense pride in their work and is driven by a strong desire to achieve success for our mission.

Professional: Consistently champions and upholds the highest standards, operating with unwavering integrity and ethical conduct.

Enabling: Proactively supports others, feels empowered to take ownership, identifies effective solutions, makes sound decisions, and collaborates seamlessly across teams.

Enterprising: Demonstrates an openness to explore new solutions and is deeply committed to excelling in all areas of their work.

Respectful: Acts with honesty and fairness, consistently treating all individuals with consideration, dignity, and respect.

Circumstances

• Based in the UK.
• Able to work/travel outside office hours on occasions (i.e. attending conferences and meetings).

If you would like to discuss access requirements or have any questions about the role, please contact us directly.

We’re seeking an innovative Finance Officer to support our work and
build a strong internal resources team. If you enjoy looking for better ways of working, process improvement and
the challenge of integrating emerging technology into everyday finance, this may be the role for you. You will work closely with the Secretariat, providing cross-cover support, facilitating our teams to deliver our Impact goals, strengthen locally led action, and help shape our global positioning for children and families.
If you’re an innovative, pro-active, finance professional we’d love to hear
from you!

Location:  Remote, home based within the UK

Contract type:  Permanent

Working hours:  24.5 / 0.7 FTE (flex up to 0.8 FTE per week)

Grade:    C

Reporting to:    International Finance Manager

Line manager for:  N/A

Job Purpose:

This role sits within Family for Every Child’s (Family) Sustainability team, providing comprehensive support for all aspects of financial management.  The Finance Officer will work closely with the Secretariat, providing a central support function for the Sustainability, Impact, and Innovation teams.  This role will support the International Finance Manager (IFM) in building an internal finance function and will work with Family’s outsourced financial service provider in the UK to transition support in-house, ensuring efficient income and expenditure processing, reconciliation and reporting.

This role includes study support to become a qualified accountant (ACCA) with the potential for role development linked to successful exam progression. Family offers a study leave policy of 10 days over a rolling 12 month period (pro rata for part time staff).

Scope and Limits of Authority:

The post holder is expected to organise their own day-to-day activities according to the overall priorities and timescales set, and to exercise sound judgement in many critical decision-making areas.

• Purchase delegation of £1,000; invoice approval delegation of £2,000

• This role does not have budgetary or line management responsibility

• Processing of personal and confidential data

Key Responsibilities:

Finance administration

• Principal point of contact for staff and suppliers (purchasing, expenses and payments).

• Managing and organising the finance inbox, ensuring queries are answered in a timely manner and ensuring good supplier relations are maintained.

• Processing all invoices and expenses onto the accounting system, ensuring correct coding and allocation of costs.

• Preparation of domestic and international payment runs, ensuring international payments are compliant with local requirements and following up on any issues.

• Working closely with the Programme Officer to track the status of grants and ensure outgoing payments are received.

• Managing the prepaid cash cards and monthly sign off of spend, supporting staff with purchases and expenses, checking and updating expense claims prior to processing of payment.

• Bank reconciliations, monitoring bank activity, ensuring invoices/expenses paid by direct debit are processed and approved as required, maintaining supplier details up to date.

• Preparation of monthly journal entries for review and approval by the IFM.

• Acting as the main point of contact for staff to provide guidance on all operational financial policies and procedures.

• Leading on continuous improvement to operational finance processes, including the use of AI technology to streamline processes and improve efficiency.

Payroll

• Preparation of monthly UK payroll.  Working closely with the HR Officer to ensure all adjustments are processed.

• Preparation of monthly UK pension submissions within the required deadline.

• Processing all pension changes, including auto-enrolment and adjustments to contributions.

• Checking calculations for EOR and international payrolls.

• Preparation of monthly payroll allocation journals for review and approval by the IFM.

Financial budgeting and reporting

• Supporting and coordinating the budgeting process with the International Finance Manager and budget holders, updating the budget templates and checking the draft budget for accuracy and completeness.

• Supporting the production of monthly and quarterly financial reports and cash flows, reviewing trial balances prior to accounts consolidation, carrying out income reconciliation  review by the International Finance Manager, and completing sample checks of the financial reports.

• Supporting the preparation of the accounts for the annual audit and financial report

• Supporting the Impact team by reviewing project budgets, re-forecasts and financial reports prepared by members

Income processing and reporting

• Carrying out the income reconciliation between the Bank and Salesforce, working with the Database Officer and Analytics & Process Officer to ensure the necessary adjustments to the database are made.

• Ensuring income recognition is in line with accounting standards and preparing and uploading draft journals for recognition of income to Xero.

• Preparing and completing HMRC Gift Aid submission files, monitoring the Gift Aid debtor balance and receipts from HMRC

• Assisting the IG Finance Manager in administering and reporting on legacy income 

• Carrying out financial analysis and reports as needed for donor reporting, forecasting and financial modeling.

Cross Cover support

• HR:  Managing the monthly payroll process with the outsourced provider including provision of data, and checking reports and calculations, for UK payroll and all international payrolls

• HR: Maintaining day to day liaison with line managers and any outsourced payroll and employment providers (EOR).

• Fundraising:  Assisting the Supporter Care team with income processing, including regular payment processes

• Impact:  Assisting the Programme Officer with purchase orders and grant management as needed to cover periods of leave and heavier workloads (i.e. during events, etc…)

Self management

• Bringing a results focused, open and collaborative way of working to all you do to include agility, flexibility and an innovative approach, supporting colleagues to thrive in a remote working environment

Undertaking any other reasonable duties as required to support effective financial support across the Secretariat and wider Alliance.

The Key Responsibilities above set out the priorities for this role which will shift and develop to respond to the evolving nature of Family.

Family for Every Child is evolving and in order to support the Alliance the role of the Secretariat has to adapt and respond to the changing needs of the members.  This has an impact on each and every role within the Secretariat, therefore flexibility is key and the ability to respond to change, shift responsibilities and work collaboratively underlies the approach all staff need to take.

Person Specification:

Education, qualifications, knowledge and experience

Essential

• Proven experience of working within a finance function.

• Working knowledge of UK accounting standards, bookkeeping and finance administration

• Advanced IT literacy, with strong knowledge of Microsoft Excel

• Experience of using accounting software, ideally Xero with ezzybills and ApprovalMax

• Excellent numeracy and analytical skills with a high level of accuracy and attention to detail.

• Confident use of fundraising databases and/or customer relationship management systems

• Willingness to undertake professional qualification in accounting (ACCA).

Desirable

• Qualified AAT level 3, HNC or equivalent bookkeeping/finance experience 

• Experience of working remotely or with remote-working colleagues and of working as part of an international team across different timezones.

• Experience of working within a network organisation.

• Experience of working in a multicultural setting

• Experience of working with Google Apps

• Knowledge of Charity SORP, Power BI, Salesforce

• Payroll qualified or ability to take on payroll training.

• Willingness to explore the use of AI and other technologies to improve and enhance the finance function.

Skills and personal attributes

Role specific skills

• High standard of numeracy and analytical skills

• Strong organisational and time management skills, with the ability to prioritise a high volume of work and meet deadlines.

• Excellent reconciliation skills, with a systematic and rigorous approach

• Quick and accurate keyboard skills, and attention to detail, with the ability to maintain high standards of accuracy under pressure

• Ability to manage delays and solve problems

• Ability to maintain a high degree of confidentiality in relation to a range of information

The following skills and personal attributes are expected of all staff

• Flexible and adaptable; willing to contribute to other streams of work and across teams

• Bringing a results focused, open and collaborative way of working to all you do to include agility, flexibility and a ‘can do’ mentality, supporting colleagues to thrive in a remote working environment.

• Highly skilled communicator, in different formats, capable of working across languages and cultures with a high level of fluency in English (using translation and interpretation support as relevant)

• Flexibility to work outside typical working hours and days and across time zones

• Highly organised and self-motivated, able to manage and deliver on multiple concurrent tasks

• Competent IT proficiency across a range of packages, able to learn quickly and troubleshoot problems independently

• Ability to use initiative and work without close supervision, working both as part of a team and as an individual

• Excellent command of English (oral and written) is a must, but working knowledge of Spanish, Portuguese, Russian, Arabic or French is appreciated to broaden the range of language skills within the Secretariat 

Travel

• Limited to annual team planning day (UK)

Humanitarian Academy for Development (HAD) is actively recruiting for the position of L&D Operations Manager to be based from its office in Birmingham, UK. Serving the Humanitarian and International Development Sector and its parent Islamic Relief Worldwide - it collects, coordinates and delivers compelling HAD in action content and messaging around the globe to promote the training, research and talent development services HAD offers to retain existing customers and attract new customers. The Division leverages digital platforms, public relations, events and the media, all in line with HAD’s vision, mission and strategy. It is envisioned to be a hub where humanitarian and development theories and practice are studied, examined and developed.

Job Purpose:

· Lead and oversee the operational delivery of all learning and training activities across IRW through HAD, ensuring high-quality, values-driven learning experiences that meet organisational and sectoral needs.

· Take full responsibility for the management and development of HAD’s digital learning offer, ensuring the transformation of traditional training into engaging, scalable, and high-impact e-learning experiences.

· Enhance the visibility, accessibility, and impact of HAD’s learning programmes through effective communication, marketing, and learner engagement strategies.

· Work with IRW stakeholders to develop and deliver initiatives that strengthen management, leadership, and technical capabilities, aligned with organisational culture and values.

The successful candidate must have or be:

• Extensive experience in coordinating or managing training delivery and operations within a large, multi-site organisation.
• Proven record of managing learning systems, logistics, and administration to a high standard.
• Experience in implementing and monitoring quality assurance processes for training programmes.
• Demonstrated ability to engage learners through communication, marketing, or learner engagement strategies.
• Experience of managing budgets, contracts, and supplier relationships related to training delivery.
• Experience in managing and developing teams across different geographical locations.
• Strong operational planning, project management, and organisational skills.
• Excellent written and verbal communication abilities, with experience in marketing or promoting learning initiatives.
• Proficiency in Learning Management Systems (LMS) and e-learning platforms.
• Strong analytical and reporting skills; able to measure and communicate impact.
• Demonstrated understanding of adult learning principles and blended learning design.
• Collaborative leadership style, with the ability to work effectively across cultures and disciplines.

For more information, please click on the Documents tab above to view the full Job Description

Islamic Relief promotes equality and meritocracy, and seeks individuals who are sympathetic to the IR values of; Sincerity, Excellence, Compassion, Social Justice and Custodianship together with our policy standards on Anti-Bribery, Child Protection and Code of Conduct. If you would like to be a part of an organisation striving to make a difference in the world and are looking for a meaningful career, we will be glad to hear from you.

For more information on the excellent company benefits we offer our employees, please visit: 

What we offer UK colleagues - Islamic Relief Worldwide

Please Note: Interviews are expected to take place in mid-late December 2025.

Pre-employment Checks:

Any employment with Islamic Relief will be subject to the following checks:

• screening clearance
• proof of eligibility to live and work within the UK
• receipt of satisfactory references

For UK based roles, we are only able to accept applications from candidates who have the right to work in the UK. We are unable to progress applications which would require sponsorship.

Our values and commitment to safeguarding

IRW 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 IRW engages. IRW 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 values 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 checks. IRW also participates in the Inter Agency Misconduct Disclosure Scheme.

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 their understanding of these recruitment procedures.

HAD is an equal opportunities employer