Legacy manager jobs in greater london

About us:
At St George's Hospital Charity, we're dedicated to making a difference in our hospitals and the communities we serve. Everything we do is framed by a commitment to improve the support we can provide to patients, staff and visitors who use our hospitals in the local communities across Southwest London, Surrey and Sussex. Every year, we transform hospital spaces, provide life-saving equipment, champion pioneering research and fund projects that support our NHS staff to perform at their best. We're looking for an ambitious fundraising professional to join our team and be part of the next stage in our charity's development. 

About the role:

We're looking for an Individual Giving Manager who will lead the charity’s individual giving programme during an exciting period of growth. You will deliver key activities aimed at building our profile, donor base and unrestricted income in line with our strategic objectives. This will be achieved through the delivery and strategic development of warm and cold cash acquisition, a face-to-face regular giving programme, effective retention strategies and initiatives that will build our contactable base of supporters. This role will also be responsible for the development of our gifts in wills programme, including creating marketing campaigns and materials to grow gifts in wills income. The role is involved in both strategic planning and implementation.

This role is a unique opportunity to double income from individual giving and be an integral member of a hardworking, friendly and passionate team. It would be suitable for someone looking to take the next step in their fundraising career with experience across a range of individual giving income streams, preferably including cash appeals, regular giving, face-to-face and lottery, with proven success in contributing to income growth across a diverse portfolio.  You will see firsthand the difference you make every day to 10,000 hardworking NHS staff and 1million + patients accessing St George’s NHS Trust.

Our staff benefits:

• Pension: contribute 3% of your pre-tax monthly salary and we add an additional 6% to your contribution
• Wellness days: you are entitled to two paid wellness days to focus on your wellbeing.
• Training and development: One-day (pro rata) per month to focus on your personal training and development
• Annual Leave: Enjoy 25 days holiday/year plus 8 bank holidays. This increases by one day per year, up to a maximum of an additional five days. This is on a pro rata basis.
• Enhanced maternity pay: Qualifying employees are eligible for enhanced maternity pay, calculated based on their current salary, after completing 52 weeks of employment.
• Extended time off: Employees with at least two years’ service can take between 4 to 6 weeks off unpaid for activities such as travelling, studying, pursuing hobbies or caring for an independent.
• Shared parental leave: This lets parents share up to 50 weeks of leave and 37 weeks of pay after the birth or adoption of a child.
• Season ticket loan: spread the cost of your commute with our season ticket loan.
• Employee Assistance Programme: Our health assured EAP offers confidential support and advice on a range of personal and professional areas including mental health, financial concerns and wellbeing.
• Blue Light Card: enjoy discounts both online and in store across various outlets

Interviews will take place on a rolling basis, so applicants are encouraged to submit their application before the closing date

About the role

We are a charity that provides loving, compassionate care and support for veterans and their families, living with disability or dementia. We do this through our Homes and our services reaching into the community. As we continue to grow and strengthen our reach, we are looking for an experienced and visionary Digital Marketing Manager to join us on a 12-month contract.

This is an exciting opportunity for a confident digital leader with a proven track record in shaping strategy, planning impactful campaigns, and driving digital performance. You will lead our digital activity across The Royal Star & Garter Group, managing a talented team and using data-driven insight to increase recruitment, fundraising and legacy marketing activity. You will also play a central role in ensuring the seamless digital marketing integration of Care for Veterans into the Group.

We are seeking someone who brings both creativity and analytical thinking, and who is passionate about using digital marketing to grow awareness, engagement and support. If you are collaborative, values-driven and ready to make a meaningful impact, we would love you to join our team. We are committed to your development and offer excellent training and benefits.

Purpose of the role

· To lead the development and delivery of our digital marketing engagement strategy, ensuring activity supports organisational priorities and drives growth.

· To plan and manage integrated digital marketing campaigns that achieve objectives in recruitment, occupancy, and fundraising, supported by strong data insight and analysis.

· To manage the digital marketing integration of Care for Veterans into The Royal Star & Garter Group,

· To create and manage high-quality digital content and copy that brings our brand to life, engaging and inspiring our audiences.

Key responsibilities

Strategy & planning

· Develop and manage a coherent digital marketing roadmap, identifying opportunities for innovation, growth, and improved user experience.

· Develop digital audience development strategies that strengthen engagement, conversion, and retention across multiple channels.

· To manage the digital marketing integration of Care for Veterans into The Royal Star & Garter Group, ensuring alignment of websites, social media platforms, messaging, and audience engagement.

· Ensure our digital marketing activity supports and enhances the brand strategy and customer journeys identified for specific audiences.

· Advise senior leaders on digital marketing trends, insights, and performance, influencing decision-making and investment priorities.

Campaigns & digital delivery

· Lead on the strategy, planning, and execution of high-impact digital marketing campaigns for staff recruitment, fundraising, and occupancy.

· Direct the creation of compelling digital content, including video, photography, and written assets, that reflect our values and engage diverse audiences including  supporters, residents, families, and staff across all channels.

· Manage all paid digital marketing activity, including search, display, and social advertising, ensuring campaigns are optimised for performance and ROI.

· Manage the optimisation, and development of our websites, ensuring they provide excellent user experiences and deliver measurable results.

· Working with relevant Fundraising teams, drive the strategic use of email marketing and automation to nurture relationships and deepen supporter engagement.

Data, Insight & Innovation

• Lead a data-driven approach to digital marketing, ensuring robust tracking, reporting, and analysis of all activity.
• Set clear KPIs and performance benchmarks for digital channels, using insight to inform continuous improvement.
• Identify and implement new digital tools, platforms, and approaches to improve marketing reach, engagement, and conversion.

Management & process

· Manage, develop, and inspire the Digital Marketing Officer and Legacy Marketing Officer, providing clear direction, feedback, and opportunities for growth.

· Manage the digital marketing budget, ensuring spend is efficient, effective, and aligned to strategic priorities.

· Manage the digital content library, including video case studies and photography, ensuring assets are well-managed and accessible.

· Maintain oversight of all digital workflows and project scheduling, ensuring timely delivery and high-quality output.

· Act as a brand guardian, ensuring consistency of message and visual identity across all digital touchpoints.

· Ensure compliance with data protection, accessibility, and fundraising regulations

· Undertake other duties consistent with the seniority and scope of this post.

Other

· To be able to work in our Homes in Surbiton, Solihull, High Wycombe and Worthing when required.

Person specification

Knowledge & experience

· Significant experience leading digital marketing across multiple channels in different organisations

· Proven experience developing and implementing digital strategies that deliver measurable results.

· Strong experience managing websites, digital campaigns, and social media channels, including use of content management systems and marketing automation platforms.

· Demonstrable success in leading digital acquisition, retention, and engagement activity.

· Experience managing budgets, agencies, and internal stakeholders.

· Line management experience with a track record of developing team capability.

Skills

· Expertise in digital marketing tools and techniques, including SEO, PPC, Google Analytics, Google Ads, social media advertising, and CRM systems.

· Strong analytical and strategic thinking skills, with the ability to translate insight into actionable plans.

· Excellent leadership, communication, and influencing skills across all levels.

· Strong project management skills with the ability to manage multiple priorities and deadlines.

· Excellent copywriting, editing, and content development skills.

· Ability to build effective internal and external relationships and collaborate across teams.

Other:

· Willingness to travel and work flexibly, including occasional evenings and weekends.

· Ability to work across our Homes in High Wycombe, Solihull, Surbiton, and Worthing when required.

Personal characteristics should include:

· A digital leader who inspires creativity, innovation, and high performance.

· Proactive, resourceful, and solutions-focused.

· Collaborative and supportive, with a commitment to shared success.

· Passionate about using digital to make a positive impact in people’s lives.

· Committed to our values and to the wellbeing of those we support.

We are a values-based organisation and strive to demonstrate this in all we do:

With love

We carry out our work with love, care and compassion.

Living positively

We are optimistic in everything we do, supporting veterans and their partners in leading happy and fulfilled lives

As a family

We work and live as one team, one family, one community.

Standing in their shoes

We show admiration and respect for people and never forget what they have done.

Take courage

We are not afraid to do what’s right and what is needed.

We reserve the right to update and amend this job description to ensure it accurately reflects the role. This will be agreed in consultation with the job holder.

Salary: £43,000 - £45,000
Contract: Permanent – Full Time
Location: London (Hybrid – 2 days per week in office)
Closing Date: Rolling
Benefits: 28 days annual leave (plus bank holidays), up to 9% pension contribution, wellness and professional development support

Are you ready to lead a transformative legacy programme from the ground up? We’re recruiting for a Legacy Manager to join a forward-thinking health-focused organisation. This is a unique opportunity to shape a new legacy strategy, grow a £1m income stream and embed legacy giving into the organisation’s culture.

In this pivotal role, you’ll:

• Design and implement a comprehensive legacy strategy
• Develop engaging marketing campaigns to inspire legacy support
• Build and nurture relationships with legacy pledgers and prospects
• Collaborate with an external administrator to manage legacy income and ensure excellent stewardship

What we’re looking for:

• Proven experience in legacy fundraising and marketing
• Excellent communication and relationship-building skills
• Strategic thinker with budget management expertise and a results-driven mindset

For an informal chat about the role, please contact Emma.

Ashby Jenkins Recruitment is a specialist charity recruitment agency. We’re committed to equity and inclusion across the sector and take a relationship-led approach to matching candidates with meaningful roles. Learn more about our diversity pledge on our website.

Please note: If we receive a high volume of applications, the organisation may close the recruitment process early.

To discuss this opportunity further, please quote reference 2730EI
 

Job title: Legacy Executive

Reporting to:  Head of legacy Giving

Salary: £28,000 per annum

Hours of work:  37.5 hours per week

Location: Royal Trinity Hospice, Clapham

About Compton

Compton is the UK’s leading fundraising consultancy - with seven decades of experience managing successful annual, capital and legacy campaigns for charities and not-for-profit organisations. Our clients recognise Compton as ‘the trusted name in fundraising’, thanks to the transformational contributions we make. We are proud of our history and track record, and the ‘Compton Way’ continues to deliver extraordinary fundraising results, even in today’s challenging operational and economic conditions. 

Position vacancy

Trinity is the UK’s oldest hospice and serves a community of 750,000 in central and southwest London. Trinity delivers specialist end of life and palliative care at the hospice and in the community and support and counselling services for their family and friends. Their ability to deliver this outstanding care to patients and their families is reliant on the Compton fundraising team assigned at Trinity delivering ambitious funding results. Trinity is a key client, and we have a long record of success in generating income and sustainable growth across all income streams.

The Legacy Executive plays pivotal role in delivering exceptional fundraising services for our client Royal Trinity Hospice. You will be responsible for delivering excellent stewardship and supporter care – both of which are essential to achieving Trinity’s (and Compton’s) fundraising objectives.

You will inspire and support individuals in engaging with Legacy Giving, developing relationships that encourage a gift in their Will to Trinity. You will support in the development and management of legacy focused campaigns and products as well as exploring new opportunities for income growth. 

The successful candidate will be expected to:

• Support the Head of Legacy Giving to identify, develop and maximise fundraising (and income) opportunities through fundraising products and events, and developing supporter relationships.
• Provide first class stewardship and donor care, ensuring donors and supporters feel supported and appropriately thanked.
• Manage general queries from internal departments and supporters
• Inspire new supporters while maintaining and developing existing relationships.
• Assist with the administration and management of Legacy products, such as Gifts in wills guide and free will schemes.
• Assist with developing marketing materials e.g. flyers, Mailchimps, newsletters etc. which adhere to brand guidelines.
• Assist with the planning and implementation of Legacy mailings and events.
• Ensure that effective administrative systems and procedures are maintained including accurate and up to date supporter records on the charity database - Raiser’s Edge.
• Initiate and maintain excellent internal relationships, such as with Fundraising colleagues, the
• Communications team, and the Hospice clinical teams.
• Collaborate as part of the wider Fundraising team providing support and participating in other duties where required such as attending events outside of normal working hours
• Work in a hybrid model of three days in the office and two days from home.

Experience, knowledge, skills and characteristics required (R) / desired (D):

• Understanding of the key components of hospice fundraising. (D)
• Proven ability to build strong relationships with individuals and organisations. (R)
• Experience in organising and promoting fundraising events. (D)
• Excellent written and verbal communication skills, with a commitment to outstanding supporter care. Ability to craft compelling fundraising copy. (R)
• Strong organisational skills and ability to manage multiple tasks independently to meet deadlines and objectives. (R)
• Proficiency in Microsoft Office and experience using donor databases, ideally Raiser’s Edge. (R)
• Basic understanding of GDPR principles, especially around consent, data handling, and supporter communications. (R)
• Passion for delivering exceptional supporter experiences and continuously improving the legacy journey. (R)

Company benefits

• Annual leave 25 days plus bank holidays
• Non-contributory life assurance scheme
• Standard Life pension scheme with Company contributions starting at 3%
• Employee Assistance Programme

Applications will only be accepted via the Charity Job website.

We will be interviewing week commencing 15 December..

We are looking for a Legacy and Administration Manager to join our Finance and Operations team on a part-time basis (2 days per week). This role will report to the Director of Finance and Operations. 

Job Purpose

Legacies are one of the most vital sources of income for Operation Smile UK, helping us continue our work supporting patients with cleft around the world. We’re now looking for a Legacy Administration Manager to join our dedicated team and ensure that every gift left to the charity is managed with care, professionalism, and in line with the wishes of our supporters.

Key Responsibilities

• Manage a portfolio of residuary, specific, and reversionary legacy cases from initiation to completion, optimising income while upholding all legal, ethical, and organisational standards.
• Communicate with empathy and professionalism with executors, solicitors, and beneficiaries’ families, including handling enquiries and confirming receipt of legacy notifications.
• Review estate documentation and valuations, determine the charity’s entitlement, and verify that all due funds are correctly received.
• Ensure that all relevant charity tax reliefs are properly applied for, including Inheritance Tax, Capital Gains Tax appropriations, and Income Tax (form R185).
• Maintain accurate and up-to-date records of all legacy income and correspondence within OSUK’s CRM system and Finance Tracker.
• Track the status of ongoing cases, pursue outstanding actions, and take prompt steps to address issues or disputes as they arise.
• Collaborate closely with internal teams—such as Finance, Supporter Care, and Partnerships—to promote strong stewardship and compliance.
• Refer or escalate complex or high-impact matters to the Director of Finance and Senior Finance Manager when necessary.
• Contribute to team meetings, process improvements, and the development of best practice.

Person Specification

· Strong interpersonal skills with the ability to build positive relationships and communicate clearly and sensitively, both in writing and verbally.

· Proven experience in legacy administration within the charity sector or in probate and estate law.

· Highly organised, with the capability to prioritise and manage a diverse caseload effectively.

· Exceptional attention to detail, ensuring accuracy in financial transactions, documentation, and data entry.

· Skilled in interpreting wills, estate accounts, and related legal documents.

· Competent in reviewing estate accounts to verify the correct application of Inheritance Tax (IHT) and Capital Gains Tax (CGT) and to ensure estates are properly finalised.

· Proficient user of Microsoft Office and customer relationship management (CRM) systems.

· Review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered.

· Certificate in Charity Legacy Administration (ILM) or legal/paralegal qualification.

Recruitment

We are actively interviewing for this role on a rolling basis as suitable applicants apply. If you're interested in this role, it is advisable to apply as soon as possible.

Disability Confident Committed Employer

We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.

At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.

If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).

Equality, Diversity & Inclusion

Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation. 

We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone, regardless of, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.

We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process. 

Head of individual giving and legacies

When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed.

About the Role

We’re looking for a passionate and strategic Head of Individual Giving and Legacies to lead one of the most impactful areas of our fundraising programme.

This is a pivotal leadership role within Sense’s Fundraising and Marketing team, responsible for developing and delivering our individual giving and legacy strategies, currently generating over 70% of Sense’s voluntary income.

You’ll lead on innovation, insight, and supporter experience - diversifying income streams, driving loyalty, and ensuring that every supporter feels valued and inspired. Working closely with senior leaders and your talented team, you’ll shape how Sense engages with the public, strengthening relationships that transform lives for years to come.

We offer flexible working arrangements. You’ll need to be able to travel occasionally within the UK, including to our London and Birmingham offices, and to attend events, sometimes during evenings or weekends.

Key Responsibilities

• Develop and deliver Sense’s Individual Giving and Legacy strategies, growing income through appeals, regular giving, lottery, and legacy marketing.
• Lead, inspire, and develop a high-performing team of fundraising and marketing professionals, fostering creativity, accountability, and collaboration.
• Diversify and grow the individual giving portfolio, driving acquisition, retention, and supporter value.
• Use data and insight to inform strategy, improve efficiency, and enhance supporter journeys.
• Oversee budgets, forecasts, and performance targets to achieve ambitious income goals.
• Cultivate strategic partnerships and manage supplier relationships to maximise ROI.
• Embed a culture of innovation and co-production across the team, encouraging new ideas and continuous improvement.
• Champion the importance of legacy giving across Sense, building understanding and engagement across teams.
• Ensure compliance with GDPR, the Data Protection Act 2018, and Sense’s privacy policies.

About You

You’ll be a confident, creative, and values-driven leader - someone who combines strategic vision with hands-on delivery. You’ll have the experience to lead successful individual giving and legacy programmes, and the passion to engage supporters in Sense’s mission in new and inspiring ways.

You will bring:

• Extensive management experience across individual giving and legacy fundraising with a track record of achieving growth.
• Strong leadership skills, with experience developing high-performing teams and driving collaboration.
• Proven experience in strategic planning, budgeting, and performance management.
• Excellent communication, negotiation, and stakeholder management skills.
• Analytical ability and proficiency with fundraising systems, data analysis, and tools such as Power BI or MS Dynamics.
• A commitment to innovation, inclusion, and supporter-centric fundraising.

Desirable experience includes working in the charity or not-for-profit sector and familiarity with multi-channel fundraising campaigns.

About Sense

We believe that every disabled person should have the opportunity to connect with others and be included in the world. We use our knowledge and expertise to deliver personalised, creative and flexible support at every stage of life. Sense is proud to be a disability confident leader.

Working at Sense can be incredibly rewarding; we offer the opportunity to work in a large, diverse and successful charity where people can develop their skills, knowledge and careers in a supportive and flexible environment. In addition, we have excellent training and development, the opportunity for you to join our Group Personal Pension scheme and a generous annual leave entitlement.

To apply

Please use the link below to complete your application. Managers will use your application to shortlist candidates for interview; in relation to the Personal Specification. Therefore, it is very important you complete this section thoroughly.  We would recommend that you read the job description and person specification before applying.

Please note to avoid disappointment, we advise you to submit your application as soon as possible as we reserve the right to close posts at any time.

No agency submissions please: any submissions without prior authorisation from the Sense Recruitment Team will be treated as our own and as such no fee will be payable.

Sense is committed to safeguarding and promoting the welfare of vulnerable children and adults and expects all employees to share this commitment. Therefore, all offers of employment, where appropriate, are subject to a DBS check; level dependent on the nature of the role.

The Leathersellers’ Company is one of the City of London’s oldest Livery Companies, with a proud history of supporting community, education and craft since the fifteenth century. Through the Leathersellers’ Foundation, we channel this enduring legacy into modern, impactful philanthropy – giving around £4 million each year to charities, individuals and education across the UK. Our guiding principles of compassion, endeavour and independence shape our approach to best practice in philanthropy and the way we work together as a team.

We’re now looking for a Grants Manager to join our small, collaborative team and play a key role in delivering our funding programmes. You’ll help shape and manage our giving across three key areas – Charity, Education and Leather – from assessing applications and managing relationships with grantees, to leading our Small Grants and Student Grants programmes. Every day, your work will directly help individuals, charities and educationalists tackling some of society’s toughest challenges, from supporting young people to empowering communities and fostering opportunity and social mobility through education.

We’re seeking someone who brings experience of grant-making, a good understanding of the charity sector, and a genuine enthusiasm for building meaningful relationships with the organisations and individuals we support. You’ll thrive in a dynamic and collaborative environment, balancing strategic thinking and relationship building with hands-on agile delivery. You will enjoy being part of a small team where everyone’s contribution makes a visible difference.

If you’re inspired by thoughtful, impactful philanthropy and want to join an organisation that combines deep tradition with a modern, human approach to giving, we’d love to hear from you.

For full details on the role and how we work, please download the Appointment Brief, where you will also read more on how to apply.

Closing Date: 30 November 2025

People Beyond Profit screening conversations: 2-4 December 2025

The Leathersellers’ Foundation Interviews:

• First Stage (in person): 11 December 2025
• Second Stage: 17 December 2025

Opportunity to join a global team fighting for a new era where people, wildlife and the planet thrive.

As the Senior Legacy Marketing Manager you will be responsible for the day to day implementation of the UK Legacy Marketing programme and also develop the UK and International Legacy Marketing strategy.

This is a Surrey based hybrid role with 2 days a week in the office.

The Charity
A passionate charity with a strategy focused on mobilising a movement and delivering key legislative reforms. The charity offer a range of benefits including flexible working, learning and development opportunities, a generous 10% pension and an employee assistance programme.

The Role
Develop and refine UK and international legacy strategies.
Lead KPI reporting and recommend investment opportunities.
Stay updated on best practices and sector trends.
Plan and execute legacy campaigns via direct mail, email, social media, events, and publications.
International Legacy Support
Create adaptable marketing assets for local teams.
Support local campaign execution and enquiry handling.
Engage external agencies where needed.

The Candidate
Proven experience in legacy marketing and strategy.
Strong understanding of direct and digital marketing.
Excellent communication, copywriting, and strategic planning skills.
Proficiency in CRM systems (ideally Salesforce) and Microsoft Office.

IMPORTANT NOTE

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.

Location: Rochester Airport, Kent
Department: Individual Giving and Lotteries Directorate
Salary: £35,000 to £38,000 per annum (FTE)
Hours: Full-Time, Monday to Friday, 37 hours per week
Contract Type: Permanent

We are Air Ambulance Charity Kent Surrey Sussex (KSS), and we fight every day to save lives. We are Team KSS, a close-knit team of dedicated, skilled, sector-leading experts with an incredible level of expertise. We are passionate about what we do which drives us to always deliver our very best.

We’re driven by our purpose of saving lives and ensuring the best possible outcomes for our patients. Last year alone we responded to over 3,100 incidents. We are fearless and tireless in fighting to save every life.

Our charity headquarters and forward operating base are located at Rochester Airport, with our aircraft hangar and maintained at Redhill Aerodrome. When the call comes, we can reach any part of Kent, Surrey or Sussex in under 30 minutes.

MAIN PURPOSE OF ROLE:

We are now seeking a highly organised and motivated Legacy Administration Manager to join our team. The role will manage and administer legacy gifts left to the charity ensuring that legacy income is maximised, recorded, and received in a timely manner that is compliant with relevant regulations.

INCLUSION AND DIVERSITY:

KSS is committed to creating an equal, diverse and truly inclusive culture where everyone feels welcome and able to be their authentic selves.

We believe that everyone has the right to live without fear or prejudice, and be treated fairly, and with respect and dignity regardless of race, age, gender, disability, sexual orientation, social class, religion and belief.

We reserve the right to close the position early if the role is filled.

Benefits package is correct at the time this advert was published.

Benefits: 25 days annual leave rising with service Occupational/Enhanced Sick Pay Enhanced Parental Leave Access to the Blue Light Card and Blue Light Events Access to the Wellbeing Hub Group Personal Pension Scheme Group Life Assurance Cover Group Income Protection Cover Critical Illness Cover Employee Assistance Programmes Development opportunities

REF-224 993

About the role

The Finance and Operations Manager is responsible for ensuring the smooth running of the charity’s financial and operational functions. This includes managing day-to-day accounting, producing management reports, maintaining and improving processes, line-managing the administrator, and leading key projects across Finance, IT and HR. The role plays a central part in supporting the operational effectiveness and strategic growth of the organisation.

Key Responsibilities

Finance

• Manage the charity’s day-to-day accounts, ensuring accurate and timely bookkeeping.
• Prepare financial reports for the Senior Leadership Team (SLT) and management staff.
• Monitor budgets, forecasts, cash flow, and financial performance, highlighting risks and opportunities.
• Support annual audits and liaise with external accountants as required.
• Ensure compliance with relevant financial regulations and charity reporting standards.

Operations

• Develop and implement operational processes to improve efficiency and productivity.
• Line manage the Administrator, ensuring they support both finance (bookkeeping) and wider administrative tasks across the organisation.
• Oversee HR processes, including recruitment, onboarding, and record-keeping, as part of operational projects.
• Manage IT and technology initiatives, including the implementation of systems to improve organisational efficiency.
• Project manage key organisational initiatives in finance, HR, and IT, ensuring they are delivered on time and within scope.

Collaboration

• Act as a key point of contact for operational matters across the organisation.
• Work closely with the SLT to provide insights and recommendations based on financial and operational data.
• Support the team in adopting and embedding new processes and technologies.

Person Specification

We actively encourage people from a variety of backgrounds with different experiences, skills and stories to join us and influence and develop our working practice. We recognise the value a diverse workforce brings to a small charity, and we are especially keen for people currently underrepresented in our charity and the wider sector to apply.

While we’re looking for candidates with the skills and experience listed, we know no one is perfect in every area. If you meet some of the criteria, we’d still really love to hear from you. Please feel free to reach out for a friendly chat about the role and your application.

Qualifications

• Recognised financial qualification (e.g. ACA, ACCA, CAI, CIMA, CIPFA, ICAS, ICAEW, or equivalent)

Experience

• Proven experience in organisational finance and bookkeeping
• Experience in producing management accounts and reports for senior leadership
• Experience in project management, particularly in implementing finance, HR, or IT systems.

Skills and Knowledge

• Technically proficient, with experience using finance systems and digital tools.
• Organised and systematic, and the ability to handle multiple tasks and priorities.
• Attention to detail, with an ability to handle various financial or administrative tasks with accuracy.
• Analytical and problem-solving abilities, able to translate data into actionable insights.
• Ability to implement processes and systems that improve organisational efficiency.
• Communication and interpersonal skills, with the ability to interact with stakeholders at all levels within the organisation.

Key Attributes and Values

• Passionate about making a difference – committed to preventing knife crime and improving outcomes for young people
• Committed to equity and inclusion – values and actively promotes diversity, inclusion, and fairness in all aspects of work
• Reflective and open to learning – committed to personal growth, welcomes feedback, and continuously seeks to improve practice
• Resilient and adaptable – able to navigate challenges, manage multiple priorities, and maintain focus under pressure.
• Tech-minded and comfortable with adopting new systems and processes.
• Reliable, trustworthy, and capable of handling confidential information with discretion.

Benefits

• Flexible working opportunities where possible
• 27 days annual leave plus 8 bank holidays (rising to 30 days and 33 days after 5 and 10 years’ service, respectively)
• Contributory pension scheme
• Cycle to work scheme with the Green Commute Initiative
• Personal development opportunities

We’re looking for an Assistant Legacy Officer to join our sector-leading Legacy Management Team. This is a unique opportunity to help steward one of the most meaningful forms of giving - ensuring every legacy is honoured with care, precision, and respect.

In this vital role, you’ll:

• Manage your own caseload of pecuniary legacies, ensuring accurate and timely administration.
• Liaise with solicitors, executors, and supporters to resolve queries and uphold our legacy policies.
• Support the team in maintaining BHF’s reputation as a trusted and professional legacy recipient.
• Help maximise income from bequests, directly supporting our life-saving research.
• Demonstrate ability to engage sensitively with bereaved families.
• Confidently balance workload demands and ensure completion within required timeframes.

Legacies account for over half of our income, making this role central to our mission to beat heart and circulatory diseases for good.

About You

You’ll have experience in legacy administration or managing large volumes of client records using a case management system. You’re confident working with data and understand the importance of accuracy and sensitivity, especially when dealing with personal or financial information.

Your communication skills are excellent and you approach conversations with empathy and professionalism. You’re comfortable using Microsoft Office and other IT systems, and you know how to stay organised and manage competing priorities in a busy environment.

You enjoy working as part of a team and are always open to learning and sharing ideas. You thrive in fast-paced, purpose-driven settings and are motivated by making a positive impact.

If you have worked in a charity setting or have experience with legacy administration or managing bulk client data - we’d love to hear from you.

Working arrangements

This is a fixed term contract ending on 30 September 2026 covering Family Leave.

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.

We value and respect every individual’s unique contribution, celebrate diversity, and make inclusion part of what we do every day. 

Our Equality, Diversity and Inclusion (EDI) Strategy, Igniting Change, along with our internal EDI group, Kaleidoscope, and a growing number of employee network groups (our Affinity Groups), help us create an environment where all our colleagues and volunteers can succeed.

Benefits

To find out more about the benefits available at the BHF please download our benefits document at the bottom of our advert page.

Need more help balancing your work and home life? Talk to us about what flexibility is available at the application or interview stage.

Interview process

First stage interviews will be held over MS Teams week commencing 24th November.

As part of our commitment to be an inclusive employer and ensure fairness and consistency in selecting the best candidate for this role, the BHF will use anonymous CV software as part of the application journey.

Should you need any adjustments to the recruitment process, at either application or interview, please contact us.

Due to the nature of this role our recruitment process requires that successful candidates are asked to consent to an Enhanced DBS check and any offer of employment will be subject to a satisfactory check being completed.

Please note that we are unlikely to be able to sponsor applicants in respect of this role due to the role not meeting the minimum salary criteria to be eligible for sponsorship.

About the role

We’re searching for a Regular Giving and Legacy Giving Manager to oversee a sector-leading, multi-channel appeal programme to increase numbers of gifts and donors to the University. Following the launch of Imperial’s bold and ambitious strategy we are preparing to launch a comprehensive fundraising campaign. The Regular Giving and Legacy Giving team will play a pivotal role in bringing about a step-change in regular, mid-value and legacy donations to the University.

The postholder will oversee and implement the overall strategy and supporter journey for alumni and donors primarily through direct mail, telephone, email and social media.

This is an exciting role with opportunities for the postholder to oversee an award-winning acquisition campaign, a brand new mid-value programme and a successful legacy marketing programme. The post holder will be instrumental in building collaboration with the Alumni Engagement team to promote philanthropy and take alumni on a journey to their first gift.

If you are a talented fundraising professional, who loves to collaborate, and has a proven track record in delivering excellent regular giving programmes in either the Higher Education or charity sector, we would love to hear from you.

What you would be doing

Working across the Regular Giving & Legacy Giving team, you will oversee supporter journeys for donors, working on cases for support, appeal development and data segmentation. You will have the opportunity to pilot new ideas as well as delivering a mature and sector-leading programme. Working across Advancement, you will build relationships with key internal stakeholders especially the Alumni Engagement team, Major Gift, and Event teams to capitalise on opportunities to embed regular giving and legacy messaging in all University activities.

What we are looking for

• Successful track record, in direct-marketing fundraising in Higher Education or the charity sector
• Proven track record of line management and professionally developing members of staff
• Ability to build strong relationships and collaboration among key stakeholders and teams
• Significant and demonstrable experience of managing and organising projects to agreed budgets, targets and timescales
• Significant and demonstrable experience of developing and evaluating compelling and response driven copy and creative
• Significant and demonstrable experience of interrogating, analysing, manipulating and interpreting large, complex data sets for targeting and segmentation purposes
• Experience of liaising with and managing a variety of internal and external stakeholders and obtaining buy in and support for projects
• Experience of working with external agencies (creative agencies, fundraising consultants, copywriters, mailing houses and printers)
• Experience of working effectively in a changing, fast paced and innovative environment.

What we can offer you

• The opportunity to continue your career at a world-leading institution and be part of our mission to use science for humanity.
• Benefit from a sector-leading salary and remuneration package (including 41 days’ annual leave and generous pension schemes).
• Access to a range of workplace benefits including a flexible working policy from day one, generous family leave packages, on-site leisure facilities and cycle-to-work scheme.
• Interest-free season ticket loan schemes for travel.
• Be part of a diverse, inclusive and collaborative work culture with various staff networks and resources to support your personal and professional wellbeing.

Further information

This is a full-time open-ended post (not less than 35 hours per week).

Closing date: 19 November 2025

Are you passionate about turning data into stories that inspire change? The Medical Research Foundation is seeking a strategic and analytical Senior Research Impact Manager to lead our monitoring and evaluation efforts ensuring we can demonstrate the real-world impact of the research we fund.

This is a high-profile role at the heart of our mission. You’ll develop and implement frameworks, analyse outcomes, and communicate insights to shape our research strategy and inspire donors. If you thrive on evidence, storytelling, and strategic influence, this is your opportunity to make a lasting difference.

Why this role matters

We fund the brightest minds to tackle the biggest challenges in human health. But to keep doing so, we need to show the world that our funding makes a difference. Your work will help us prove our impact by capturing outcomes, evaluating effectiveness, and sharing compelling stories that drive support and shape future funding.

You will:

• Develop and implement research monitoring and evaluation systems and tools that align with our strategy.
• Oversee and review research reporting, following up with researchers using structured M&E tools to capture key impact data and stories.
• Lead on impact reporting and, working closely with our Fundraising and Communications functions, tell compelling stories of our research impact to the public and our donor base.

About You

You are a data-driven thinker with a passion for medical research and a talent for turning evidence into action. You are confident leading projects, managing data, and communicating complex ideas with clarity and purpose.

You bring:

• Experience of monitoring and evaluation, impact assessment, and the collection, analysis, reporting and management of data, ideally in medical research
• Familiarity with the UK biomedical research landscape
• Excellent interpersonal, communication, IT and data visualisation skills
• Line management expertise

Bonus points if you have:

• Experience of widely used databases (e.g. Dimensions, EuropePMC), survey tools
• Experience of Flexigrant or Flexigrant Insights
• Project management or strategic planning experience
• Confidence in presenting complex concepts to non-expert audiences

What we offer

• A chance to be part of a mission that matters.
• A supportive, collaborative, and ambitious team culture.
• Opportunities to grow, learn, and make a real impact.

About the Medical Research Foundation

Our vision? A world where medical research improves health for everyone. We fund life-changing science, and we’re proud of the role good governance plays in that mission.

Salary & Working Style

• £51,000-£56,000 per year full-time (36 hours per week) dependent on experience
• 30 days' holiday plus bank holidays
• 12% employer pension contribution + life assurance
• Generous other benefits
• Wellbeing support and flexible working culture

This is a full-time post, but we are happy to consider a part-time contract (min 0.8 FTE). 

We value spending time working in-person to develop strong connections with each other and with our mission, so you will be based at our central London office for a minimum of three days a week if you are full-time (Monday, Tuesday, and either Wednesday or Thursday) with the option to work remotely for the remainder.  If you are part-time, you will be office-based for at least 50% of your time.

A Place for Everyone

At the Medical Research Foundation, we believe that diversity drives creativity and innovation. We are dedicated to promoting equality of opportunity, fostering fairness and inclusion, and creating an environment where everyone feels that they belong.

We especially welcome applications from individuals from minoritised groups, including those from Black, Asian, and minority ethnic backgrounds, disabled people, and members of the LGBTQI+ community.

Our client works to advance how we see and understand visual arts, as an internationally renowned centre for the teaching, research of art history and a major public gallery. The institute has recently secured the largest gift in their history, and is imminently launching the Campaign in its history. As such, the Advancement team is growing, and the institute is now recruiting a Development Lead (Legacies).

The Development Lead (Legacies) is a newly created position that will develop the legacy strategy for the organisation and own a growing area of strategic importance, leading the delivery of a compelling, pro-active legacy giving programme to support the institute's long-term ambitions. The strategy you will develop will be multi-year in its scope and will increase legacy income through fundraising, marketing and stewardship, and will integrate legacy giving into broader fundraising and alumni engagement plans.

The selected candidate will have proven experience in legacy fundraising with a track record of developing and implementing successful legacy giving strategies, with demonstrable experience too of securing significant legacy pledges. You will have experience of developing annual and multi-year strategic plans that drive forward in-year activity with long-term growth.

At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status or pregnancy/maternity. If you have any disability and require reasonable adjustment/s to any part of the process then please contact Ryan Burdock at Prospectus.

If you feel you meet some of the criteria but not all, we really hope you'll enquire and learn more. Prospectus can advise and support on each part of the role and hopefully your application, so we look forward to hearing from you.      
 
In order to apply please submit your CV in the first instance. Should your experience be suitable, we will arrange for a meeting to brief you on the role. You'll then have all the information you need to formally apply. We are looking forward to connecting with you soon.