Legacy officer jobs

About The Role

As a Legacy Management Officer, you’ll take ownership of a substantial and varied caseload of legacy files, dealing with everything from straightforward pecuniary and specific bequests through to complex residuary estates, life interests and contentious cases. You’ll be responsible for making sure RBL receives what it is entitled to, using your knowledge of wills, probate, trusts and taxation to scrutinise estate accounts, challenge discrepancies, resolve issues and make sound decisions throughout the administration of each estate. With a caseload of up to 250 files, no two days will look quite the same, and you’ll have the autonomy to manage your work, assess risk and decide when an issue needs further investigation or escalation.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

The role goes well beyond routine legacy administration. You’ll deal directly with solicitors, executors, other charities and professional advisers, negotiating where interests overlap and taking the lead on shared or more complex estates where required. You’ll have the opportunity to work on contentious matters, claims against estates, ex gratia requests, foreign assets and tax or domicile issues, as well as attending negotiations, mediations, settlement meetings and Court hearings alongside RBL’s legal representation. You’ll also work closely with colleagues across the Legion to ensure restricted and wish legacies are handled correctly, while providing accurate financial information and insight to support reporting across Fundraising, Finance and the Executive Board.

We’re looking for someone with strong experience in wills, probate and trusts or established legacy casework who is comfortable interpreting complex Will clauses and applying the law in practice. You’ll need the judgement to spot a problem in an estate account, the analytical ability to work out what needs to happen next and the confidence to challenge or negotiate when RBL’s interests need protecting. Attention to detail is critical, but so is being able to build effective relationships with solicitors, executors, charities and colleagues. This would suit someone who enjoys the technical side of legacy administration, is confident managing their own workload and wants a role where their expertise, decision-making and knowledge of the sector can be applied to a genuinely varied portfolio of estates.

You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.

Employee benefits include -

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension scheme with employer contributions ranging from 6% to 14%, depending on length of service
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see the Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.

Harris Hill are delighted to be working with a fantastic charity to recruit for a Senior Legacy Acquisition Officer.
This is an exciting new role created as part of a significant investment in legacy fundraising. You will play a key role in delivering a new, integrated legacy acquisition campaign designed to grow the number of supporters considering leaving a gift in their Will, while also increasing broader consideration of giving.

As a Senior Legacy Acquisition Officer, you will lead the delivery, monitoring and continuous improvement of a new integrated legacy acquisition campaign.
You will manage activity end to end, from initial briefing and campaign launch through to testing, optimisation and evaluation, working closely with internal teams and external agencies.

Key responsibilities will include:
• Delivering an integrated legacy acquisition campaign across TV, digital, radio, print and other channels.
• Managing campaigns from briefing and launch through to ongoing review, testing and optimisation.
• Developing and delivering annual test plans to improve campaign performance.
• Managing campaign budgets, timelines and quality standards.
• Growing the number of quality legacy hand raisers year-on-year and meeting agreed acquisition and cost-per-hand-raiser targets.
• Supporting increased consideration of leaving a gift in a Will and broader consideration of giving.
• Ensuring legacy acquisition activity integrates effectively with wider brand, fundraising and supporter engagement activity.
• Developing an excellent supporter and enquirer journey, ensuring a supporter first approach throughout.
• Producing regular performance updates and quarterly impact reports for senior leadership.
• Working collaboratively with legacy, stewardship, supporter engagement, brand and supporter care colleagues.
• Ensuring legacy messaging and supporter journeys align with wider brand positioning and fundraising propositions.

You will have:
• Proven experience delivering integrated fundraising or marketing campaigns across multiple channels, including TV.
• Strong project management skills and experience managing campaigns end-to-end.
• A good understanding of fundraising and acquisition principles, including KPIs, testing and optimisation.
• Experience working with external agencies, such as creative, media and/or telemarketing suppliers.
• Strong organisational and administrative skills, with confidence managing campaign activity and data.
• Experience using data and insight to monitor performance, identify opportunities and improve results.
• Excellent communication skills, with the ability to brief agencies and collaborate effectively with internal teams.
• Experience developing compelling, audience-led creative or campaign communications.
• Experience developing and implementing campaign test plans and working against clear hypotheses.
• Confidence producing campaign reports and presenting recommendations to senior stakeholders.
• An understanding of the importance of tone, trust and supporter experience within legacy fundraising.
• A positive, collaborative approach and the ability to turn strategy into well-run, effective campaigns.
Experience of legacy fundraising, gifts in Wills or long-term supporter engagement would be advantageous, as would experience developing telemarketing scripts, FAQs and supporter materials, and using brand or consideration tracking to measure attitudinal change.

Salary & Benefits
• Salary: £41,500 per annum
• Contract type: 12 months FTC, full time, 35 hrs a week
• Location: London, hybrid working, one day a week in the office

Recruitment process: Cv to [email protected]

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.