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Legacy officer jobs in Westminster, greater london
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London, Greater London (Hybrid)
£35,000 - £38,000 per year
Full-time
Contract or temporary (7 x month Fixed Term Contracts covering family leave )
Job description
We have an exciting opportunity for someone to join our high performing Legacy Management Team as a Legacy Officer.
About the role
Legacies form a key source of income for the British Heart Foundation (BHF), raising around £100m a year for our life saving research.
As a Legacy Officer, you’ll manage and protect this income, optimising the BHF’s income from gifts in Wills.
Joining a thriving team, you’ll be responsible for the day-to-day administration of legacies in accordance with the law, best practice and BHF’s processes and procedures. You'll manage your own caseload of largely residuary legacies. You will answer enquiries from solicitors and individuals in connection with bequests and assist in all matters relating to the department’s work.
About you
You'll either have experience in legacy management within the charities legacy sector; or be a Qualified private client Solicitor; or be a Qualified member of the Society of Trust and Estates Practitioners; or be a Qualified Chartered Legal Executive with experience of Wills and probate.
A self-starter with excellent communication skills, and strong interpersonal skills, you'll bring proven experience of working within private client / legacy management. You’ll have a high level of empathy able to develop strong relationships with colleagues and contacts.
With high levels of financial numeracy, previous experience working in a fast-paced environment, and excellent IT skills, you’ll also have excellent attention to detail with strong time management skills and the ability to prioritise your workload and deliver to deadlines.
Our ambition is to build, develop and empower a talented and diverse team. Join us at BHF and be part of a supportive environment where you can thrive both personally and professionally.
Working arrangements
This is a fixed term contract for 7 months covering family leave.
Whilst this role is advertised as full time (35 hours per week), we are also very open to considering the role on a part time basis of either 28 or 32 hours if preferred.
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.
Belonging at BHF
We celebrate and value the diversity of the communities we serve, recognising that embracing different perspectives and backgrounds strengthens our organisation and drives innovation. By fostering an inclusive environment where everyone feels respected and supported, we are better equipped to achieve our mission of helping people have a healthier heart for longer.
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.
Organisation
British Heart Foundation
View profile
Registered Charity
More than 1000
Registered Charity
More than 1000
Our vision is a world free from the fear of heart and circulatory diseases.
Posted on: 16 February 2026
Closing date: 01 March 2026 at 11:20
Tags: Fundraising, Legal / Law, Legacy
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London, England (Hybrid)
5.23 miles
£33044 per annum
Full-time
Permanent
Job description
Senior Legacy Development Officer
Location: London office with flexibility to work remotely
Salary: £33,044 per year, rising to £35,109 after 6 months and £37,174 after a further 6 months, plus excellent benefits
Closing date: 9am, Monday 26 January
Are you ready to inspire people to make a lasting impact? We’re looking for a Senior Legacy Development Officer to help shape and deliver creative campaigns that encourage gifts in wills and secure vital future income for our work.
This is an exciting opportunity to join a team that generates a significant proportion of our income. You’ll play a key role in planning and delivering legacy marketing campaigns across multiple channels, working closely with colleagues and external partners to engage supporters and grow pledges.
What you’ll do
What we’re looking for
Additional information
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
Location: London office with flexibility to work remotely
Salary: £33,044 per year, rising to £35,109 after 6 months and £37,174 after a further 6 months, plus excellent benefits
Closing date: 9am, Monday 26 January
Are you ready to inspire people to make a lasting impact? We’re looking for a Senior Legacy Development Officer to help shape and deliver creative campaigns that encourage gifts in wills and secure vital future income for our work.
This is an exciting opportunity to join a team that generates a significant proportion of our income. You’ll play a key role in planning and delivering legacy marketing campaigns across multiple channels, working closely with colleagues and external partners to engage supporters and grow pledges.
What you’ll do
- Lead on planning and delivering gifts in wills campaigns, including advertising, email and direct marketing, and engagement activities.
- Create project plans and briefs, ensuring all communications are on brand, accessible and values-driven.
- Monitor and evaluate campaign performance, using data insights to improve strategy and results.
- Manage relationships with suppliers and agencies, including free will service providers and fundraising organisations.
- Respond sensitively and efficiently to legacy enquiries from supporters and the public.
- Ensure compliance with fundraising regulations, GDPR and charity law.
What we’re looking for
- Confidence and ability to learn quickly, with experience in marketing campaigns (direct and email marketing essential).
- Strong organisational skills and the ability to manage multiple projects and budgets.
- Excellent written and verbal communication skills, with confidence to speak sensitively about gifts in wills.
- Ability to analyse data and report on campaign performance.
- Knowledge of fundraising codes, GDPR and safeguarding principles.
- Comfortable using technology and digital tools to deliver campaigns.
- Event management experience is desirable but not essential – training can be provided.
Additional information
- Occasional travel and overnight stays for events (TOIL available).
- Commitment to equality, diversity and inclusion is essential.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
Organisation
Posted on: 21 January 2026
Closing date: 20 February 2026 at 23:59
Job ref: J82392
Tags: Fundraising, Legacy
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