Legacy relationship manager jobs

We’re growing our fundraising team! Here at Keech Hospice we know that raising more funds enables us to reach many more people in our community and we’re delighted that this has been recognised with a substantial investment into the team structure. You’ll be joining us at an exciting time for the team and the organisation, with a recent re-brand, a deep-dive into fundraising and the build of a new strategic plan for raising income - you could join a brilliant existing team to help us transform the way we fundraise and help us, help more.

Key Responsibilities:

• Creating and implementing strategies to increase legacy giving and gifts in wills
• Engaging with potential donors and developing strong relationships with individual supporters
• Embedding a clear understanding of legacy fundraising through collaborative working
• Leading multiple projects ensuring timely delivery and alignment with strategy
• Analyse fundraising data to inform decision-making

What We're Looking For:

• Excellent communication skills to engage and inspire
• Project management skills
• Previous experience in charity sector with focus on gifts in wills and fundraising in memory
• High level proficiency in CRM
• Strong understanding of charity sector and fundraising regulations

What we offer:

• A competitive salary and generous annual leave
• Ability to carry over your existing NHS pension scheme
• Healthcare scheme
• Free car parking and cycle to work scheme
• Career development and progression opportunities
• A caring, supportive and inclusive environment

Legacy Manager (Maternity Cover)

Role Summary:

As part of the Major Gifts and Planned Giving team, this role is responsible for managing a caseload of approximately 80 legacy estates, including pecuniary, specific, residuary and life interest estates. The Legacy Manager will also assist the team with legacy enquiries and pledges, supporting donors on their legacy journey, as well as managing PETA’s free will services.

Position Objective:

• Ensure that gifts in wills to PETA are handled appropriately, sensitively and efficiently, maximising legacy income to support PETA’s mission to protect animals.
• Effectively communicate PETA’s mission to potential legacy supporters, and deal with enquiries from supporters in a timely manner.

Term of Employment:

Fixed-term, maternity cover

Hours of work:

Full-time (part-time hours considered)

Reports To:

Director, Major Gifts and Gift Planning

Salary:

£29,000 - £34,000

Location:

Remote in mainland UK

Primary Responsibilities and Duties:

Augustus Club

• Administer legacies in a professional and approachable manner, to include correspondence with solicitors and other interested parties
• Maintain departmental information, files, and records related to legacy estates
• Act as the point of contact and grow and mature relationships with stakeholders and external groups in order to attain information needed to carry out the role
• Work with various stakeholders on contested legacies, collaborating with other charities where needed
• Be able to communicate to supporters how important and desirable legacies are to PETA
• Respond to enquiries and requests for assistance from Augustus Club members and planned-giving prospects
• Document pertinent information about planned-giving members for the purpose of enhancing and building relationships
• Remain current on estate-planning practices as well as fundraising techniques and methods used in the non-profit sector, attending professional training seminars as needed
• Keep up to date on probate and tax laws, informing the team of any changes

Other

• Maintain a clear understanding of – and the ability to articulate – PETA's objectives as well as details about specific global PETA programmes
• Assist in the training of new major gifts and/or planned giving assistants
• Maintain and expand knowledge of relevant departmental software (e.g. Revolution Online, ResearchPoint, Raiser's Edge, and Convio) in order to improve communication with donors
• Assist with the preparation and proofreading of mailings
• Perform any other tasks assigned by the supervisor
• Maintain strict confidentiality at all times

Qualifications:

• Minimum of one year of planned-giving or other development experience
• Excellent written and verbal communication skills
• Thorough knowledge of animal rights issues and PETA campaigns
• Demonstrated exceptional attention to detail
• Demonstrated ability to prepare professional business communications
• Proven ability to organise and manage multiple projects simultaneously and effectively
• Proven ability to use initiative and work independently
• Proven experience in legacy fundraising and administration
• Ability to insert files into databases using high levels of precision and attention to detail while maintaining confidentiality
• Commitment to PETA's objectives
• Adherence to a vegan lifestyle strongly preferred

A fantastic opportunity has arisen within our award-winning fundraising team, to join us in an exciting new role of Legacy and In Memory Fundraiser.

At Birmingham Women’s and Children’s Hospital Charity, we believe there’s always more we can do for our sick kids and women, and that’s why we will always strive to do more for our patients and families. It’s our mission to raise the vital funds needed to make a real difference to all who use our hospitals, and to make our hospital feel just like home. 

This role requires someone with experience in legacy or in-memory fundraising, excellent communication skills and a strategic mindset. You will be able to connect meaningfully with supporters, manage multiple campaigns, and drive forward our strategy for growth and supporter engagement. You will be an ambitious, experienced, target driven relationship fundraiser, who is passionate and well-equipped to join our fast-paced team. 

To be successful in this role you will: 

• Have previous experience in relationship management and income generation - ideally within a legacy and/or in memory setting, and able to lead and inspire our supporters in order to generate long term income and awareness for the charity 

• Be self-motivated, independent and target-driven 

• Possess a natural confidence in talking to people and encouraging their support 

• Have excellent communication and relationship building skills - be friendly, compassionate, inspiring and engaging 

• Have experience of producing compelling supporter creative and fundraising messages 

• Possess high emotional intelligence and resilience due to the sensitive nature of the role

What we offer: 

• Flexible and hybrid working to support work-life balance 

• Generous annual leave entitlement with additional leave for long service  

• Enhanced sick pay 

• Enhanced Maternity Pay 

• Free flu jabs 

• Cycle to work scheme 

• Charity events throughout the year 

• Employer enhanced auto-enrolment pension scheme with 8% employer contribution 

• Ongoing commitment to education and professional development 

The Charity is committed to equal opportunities and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.  

Successful candidates will have access to vulnerable beneficiaries therefore the role is subject to Disclosure and Barring Service (DBS) clearance.  

If you think you have the qualities we are looking for and the desire to contribute, please download the Job Vacancy Pack and then send us a CV and covering letter explaining how you meet the criteria for the role and making clear why you would like to be considered for it. 

The closing date for return of applications is 19th June 2025. Interviews will be held on 1st July.

Are you a passionate and proactive fundraiser eager to play a pivotal role in transforming education opportunities for children through locally powered change? If so, we’d love to hear from you.

With outstanding relationship-building and stewardship skills, you’ll work collaboratively with the AfriKids team in northern Ghana and the UK to identify and steward our committed and passionate supporters in the UK and internationally.

Reporting to the Head of Fundraising, and part of a small but ambitious fundraising team, you will manage our relationships with many of AfriKids existing and prospective major and mid-level donors, as well as have oversight of our small individual giving and community & events programmes.

Your role will focus on building existing relationships, developing stewardship plans, identifying and researching prospects and forming proposals. You’ll work closely with our Communications Manager to develop bi-annual appeals to our donors, securing match funding opportunities and developing engaging asks. You’ll also work to build a legacy giving ask, and explore other fundraising opportunities relevant to our target audience.

You will play a key role in supporting the development of the team’s fundraising strategy, using your experience and knowledge of the fundraising landscape to help us devise an ambitious but sustainable plan to expand and safeguard our work into the future.

Income from donations from wills makes up approximately a third of our charity’s annual income. This new role will provide our charity with a dedicated member of staff to grow and develop income from this stream; strengthening relationships with pledgers, future pledgers and solicitors and other will writing service providers. The post holder will also coordinate marketing activities to promote this form of giving.

This role will also support colleagues in creating and support events to engage wider donors. We have a close-knit fundraising team and you will provide support for our community, individual giving and corporate giving teams.
 

Legacy Stewardship Manager
Home based, remote working 
£42,000 pa plus excellent benefits
35 hours per week

The Legacy Stewardship Manager will plan and deliver an ambitious new legacy stewardship strategy to bring about growth in future legacy income.  It will diversify the current legacy stewardship programme to convert more legacy prospects and maintain more pledgers using a combination of relationship and mass fundraising activities. It will be responsible for planning and delivering high quality communications and experiences which make supporters feel inspired, valued and deepen relationships with them over the long-term.

This role is critical in growing future legacy income for RNID, which currently represents 72% of RNID’s income. It will play a pivotal role in a Legacy Fundraising Team of four people, reporting into the Head of Legacies, working alongside the Legacy Marketing Manager and line managing the Gifts in Wills Specialist Officer.

This role is a new addition to a growing team in an organisation where legacy fundraising has a high profile.  It is an ideal next step for an experienced and confident legacy fundraiser wanting to make their mark by growing the legacy stewardship programme to a new ambitious level that matches an increased investment in legacy acquisition.

You’re an experienced and ambitious legacy fundraiser with the ability to think strategically as well as deliver a full and varied programme of operational activity. You’re ready to apply your previous experience, success and ideas to shape and grow RNID’s legacy stewardship programme to its full potential.  You’re confident, innovative and keen to use data and insight to improve performance. You’re a strong collaborator and able to influence internal stakeholders at all levels. You’re an excellent project and event manager, able to plan and deliver multiple activities simultaneously to agreed deadlines and budgets.

You will be responsible for:

· Working with the Head of Legacies to diversify and plan the legacy stewardship programme, applying test and learn principles to evaluate and improve performance.

· Operational delivery of a varied legacy stewardship programme including supporter care, supporter journeys, in person and online events.

· Overseeing all one-to-one interactions with legacy prospects and supporters, either directly or through senior colleagues such as RNID’s Chief Executive.

· Educating and training colleagues to confidently support legacy fundraising activities.

· Line managing and developing the Gifts in Wills Relationship Officer.

· Working with the Head of Legacies, contributing to annual operational planning, budget setting, phasing, reforecasting and contingency planning. 

We are RNID: the national charity supporting the 18 million people in the UK who are deaf, have hearing loss or tinnitus. Together, we will end the discrimination faced by our communities, help people hear better now and fund world-class research to restore hearing and silence tinnitus. We work with our communities and partners across industry, government, charity, education and more to change life for the better.

We champion the value of difference and equality and celebrate our diverse and inclusive workforce. We actively encourage applications from eligible candidates from BAME backgrounds or who are deaf or hard of hearing. With almost 20% of our employees having a disability we proudly hold Disability Confident Leader status and guarantee an interview for disabled applicants meeting the minimum essential criteria.

Closing date: 3 June 2025

The Marketing Manager at CBM UK is a vital role and has responsibility for delivering CBM UKs digital and direct marketing plans to engage and inspire individual supporters and churches to support the work of CBM.
Working closely with the Head of Marketing, as part of the Public Fundraising team, the role holder will be responsible for the management and development of two Marketing Officers. Through digital and direct marketing, the Public Fundraising team are responsible for raising over £3m of unrestricted income from cultivation, acquisition, mid-value donors, regular giving, legacies and churches.

Key responsibilities
Fundraising campaign management (40%)
Manage the effective implementation of the annual public fundraising plan, ensuring that all activity is of a high standard, and delivered on time and to budget:
a. Oversee cultivation fundraising appeals primarily carried out through direct mail and email, leading on the continued development of mass fundraising to engage both existing and potential supporters, including high donors, regular givers and church communities.
b. Manage and develop CBM UKs donor acquisition activity in collaboration with the Marketing Officer (Acquisition), using channels such as social media, magazine inserts, press advertising, email and telephone.
c. Oversee the delivery of CBM UKs legacy and in-memoriam giving plans and campaigns.
d. Identify and consider new income streams and broaden the channels used currently for direct response campaigns to reach an agreed balance of long-term value versus risk.

Digital marketing (40%)
Grow digital engagement and income from new and existing supporters:
a. Lead on Pay Per Click strategy, including agency management and development of internal capabilities.
b. Oversee CBM UK’s paid social media activity.
c. Collaborate with the Communications Team to optimise the performance (traffic and income) of fundraising pages, including appeal and donation pages, churches and community, legacy, and in memoriam giving. Ensuring fundraising pages on the CBM website are engaging to existing and new audiences and where appropriate, utilising Search Engine Optimisation tools where appropriate.

d. Explore and make use of new and existing digital platforms and partners, such as Dataro and SEMrush, while promoting a culture of testing, innovation and learning within the digital space.

Leadership and people management (10%)
a. Support and inspire direct reports in line with CBM UK’s staff management policies and procedures. Ensure team members are appropriately trained, briefed and motivated to achieve their objectives and meet targets and recruit to posts where relevant. Regular 121s and appraisal reviews.
Planning and reporting (10%)
a. Monitor and report on fundraising appeals, identifying opportunities for future testing and optimisation, and contribute to the creation of annual planning, budgeting, and the setting of Key Performance Indicators (KPIs).
b. Work closely with the Data and Insight team to ensure strong joint working on technical solutions related to campaign analysis, tracking and insights across digital systems, such as the website, donation platform and CRM (Salesforce).
c. Plan, deliver and report on campaigns/projects within an agreed budget.

Other
a. Ensure the consistent use of CBMs brand, key messages and style guide across all fundraising activities.
b. Maintain awareness of and ensure compliance with legal and regulatory requirements related to direct marketing, including Fundraising Regulator guidance, and Data Protection legal requirements (GDPR and PECR).
c. Collaborate with colleagues across CBM UK and the CBM Global Federation, to support integrated and partnership based working.
d. Help foster a positive and inclusive culture of enthusiasm and success, reflecting the ambitions of CBM, and promoting positive working and innovation.
e. Be willing to work occasionally outside normal office hours and to travel in the UK and internationally if required.
f. Ensuring that the values of CBM UK are understood by external partners and always reflected in communications.
g. Undertake other duties as required by the Head of Marketing and Director of Fundraising, Impact and Communications.

For full details download the Recruitment Pack.

The Supporter Relationship Manager is responsible for all individual donor support processes, systems, strategies and individual giving fundraising appeals, which ensure we have excellent relationships with our donors to retain and grow our individual giving income.

Powerful narratives, storytelling and engagement with donors is crucial to ensure that our funding need and impact is shared with supporters. 

The Supporter Relationship Manager will work with the Head of Fundraising and Deputy CEO to grow our major donor, regular giving, appeal and legacy income alongside sustaining our irregular giving and Gift Aid income.  The Supporter Relationship Manager will line manage the Fundraising Assistant (FA), which is a new entry-level fundraising role responsible for the development and day-to-day administration of our community fundraising income stream for individuals and our corporate community.

Person Specification Essential knowledge, skills and experience:

• Three years+ experience of working in a supporter care fundraising role.
• Understanding of fundraising principles, relationship marketing and supporter care.
• Excellent written and verbal communication and interpersonal skills.
• High level copy writing skills.
• Experience of working with communications staff to support multi-channel fundraising campaigns.
• Ability to work on your own initiative.Well-organised and able to manage multiple projects simultaneously while meeting deadlines and targets.
• Good working knowledge of CRM databases and how to use them to steward supporters.
• Good knowledge of current data protection/GDPR regulation.
• Able to develop, initiate and maintain systems and procedures.
• IT literate with a working knowledge of Microsoft Office applications including Excel to sort and segment supporter data.
• A clear commitment to the ethos and strategic plans of FareShare South West, and able to positively contribute towards its achievement.

Save the Children UK has an exciting opportunity for a collaborative and influential individual with extensive relationship fundraising experience to join us as our Legacy & Mid-Value Relationship Manager, where you will work with colleagues across Marketing, Philanthropy, Community Fundraising, Volunteering, Retail and Supporter Care to build meaningful supporter journeys and drive long-term impact for children. 

This is a hybrid role working from our London Farringdon, with on-site presence required up to 4 days per month. This will be discussed during the interview process.

About Us 

Save the Children UK believes every child deserves a future. In the UK and around the world, we work every day to give children a healthy start in life, the opportunity to learn and protection from harm. When crisis strikes, and children are most vulnerable, we are always among the first to respond and the last to leave. We ensure children's unique needs are met and their voices are heard. We deliver lasting results for millions of children, including those hardest to reach.

About the role 

As Legacy & Mid-Value Relationship Manager, you will be responsible for developing and managing the one-to-one aspects of our Legacy and Mid-Value supporter cultivation programmes.

Through bespoke communications, calls, events, and meetings, you'll deepen relationships with our most engaged supporters—understanding their motivations and helping them fulfil their charitable goals. 

This is a unique opportunity to play a central role in shaping and delivering meaningful supporter experiences that drive increased lifetime value and long-term loyalty to Save the Children. 

In this role, you will: 

• Personally steward a portfolio of engaged supporters through tailored one-to-one communications, including calls, letters, emails, and meetings. 

• Use supporter insight to create tailored stewardship plans that inspire legacy pledges and mid-value donations (currently £300 - £10,000 pa/). 

• Work with colleagues across Marketing, Philanthropy, Community Fundraising, Volunteering, Retail and Supporter Care to identify and cultivate potential legacy and mid-value leads. 

• Plan and deliver inspiring cultivation events, both in-person and online, to retain and grow supporter engagement. 

• Analyse and adapt stewardship approaches based on supporter feedback and performance results to maximise impact. 

• Advocate for legacy and mid-value giving across the organisation, sharing expertise and insights to strengthen our overall fundraising approach. 

About you

To be successful, it is important that you have: 

• Demonstrable expertise in supporter stewardship, ideally in Legacy and/or Mid-Value fundraising, with a focus on increasing lifetime value. 

• Proven experience building and managing impactful relationships with individual supporters, including high-quality one-to-one communications. 

• Experience delivering bespoke supporter events that inspire and build trust. 

• Ability to work collaboratively across teams, balancing strategic planning with hands-on delivery. 

• Strong interpersonal, written, and verbal communication skills, with the ability to influence and engage a wide range of stakeholders. 

• A strategic and supporter-centric mindset, with a commitment to innovation and continuous improvement. 

• Commitment to Save the Children's vision, mission and values. 

What we offer you

Working for a charity provides one of the best benefits there is – a sense of purpose and reward for helping others. However, we understand the importance of giving back to our employees to ensure a happy and healthy working environment and work/life balance. 

We focus on flexibility, inclusion, collaboration, health and wellbeing both in and outside of work. 

We provide a wide range of benefits which will reward your hard work, motivate you, and inspire you to work to improve the lives of children every day.

To learn more about the position, please review the Job Description in the attached Documents. 

Closing date: 4th June 

Please note: To avoid disappointment, you are advised to submit your application as soon as possible as we reserve the right to close the vacancy early if a high volume of applications are received. This is to ensure that we can manage application levels whilst maintaining a positive candidate experience. Unfortunately once a vacancy has closed, we are unable to consider further applications.

Ways of Working:

The majority of our roles can be performed remotely in the UK, but there are likely to be times when you will be required to come to your contracted office (up to 4 days per month).  This will be agreed with your Line Manager and team and is intended to be time spent on collaborating with colleagues and relationship building. 

Please note: travel costs to your contracted office will be at your own expense. 

Flexible Working - We are happy to discuss flexible working options at interview.

Commitment to Diversity & Inclusion: 

Save the Children UK believes in a world that is fair, inclusive and equitable where all children have the opportunity to change their world. We apply this to our workforce and we are committed to developing and supporting a diverse, equitable, and inclusive organisation where all employees have a sense of belonging and feel that they can be "Free to Be Me". We are not looking for just one type of person - we want to recruit people who can add fresh perspectives, innovative ideas or challenge that disrupts the risk of group think. 

We are especially interested in people whose childhood experiences - of life on a low income, of migration, of being in a racialised community, of the care system, of being LGBT+ or in an LGBT+ family or living with (or with someone with) a disability - help us to see things we might otherwise miss. Whatever your story is we want to hear it because we know that different voices, ideas, perspectives and knowledge, working together will enable us to better the lives of children around the world. This is the reason why we are all here. 

·Overseethe setting up and management Sight for Life’s new Client Relationship Management (CRM) system.

·Ensure timely donor acknowledgments in line with stewardship policies.

·Track, monitor, and maintain regular engagement with donors.

·Lead donor recruitment and retention efforts to secure long-term support.

·Develop compelling fundraising campaigns and cases for support.

·Manage applications for external funding from Trusts & Foundations, ensuring strong stewardship from inception to renewal.

·Convert one-time donors into regular direct debit contributors.

·Increase legacy donations (sometimes also x referred to as Sadaqah Jariah).

·Provide periodic fundraising activity reports to the executive committee to enhance internal processes and return on investment (ROI).

·Stay updated on fundraising best practices and emerging trends, sharing insights across teams.

LEGACY PARTNERSHIPS MANAGER (WEST MIDLANDS AND WALES)

Salary: £35,000 - £38,000 per annum

Department: Marketing, Fundraising and Engagement

Reports to: Legacy Partnerships Team Leader

Location: Home-based/Field based covering the West Midlands and Wales. Candidates need to be based in either the West Midlands or Wales, or within 20 miles of patch due to business need.

Hours: 35 hours per week (we are open to Compressed Hours)

Contract type: Permanent

Closing date: Sunday 8 June 2025, 23:55

Please note: You must be eligible to work in the UK to apply for this vacancy. Cancer Research UK is not able to offer visa sponsorship.

At Cancer Research UK, we exist to beat cancer.

We are professionals with purpose, beating cancer every day. But we need to go much further and much faster. That's why we're looking for someone talented, someone who wants to develop their skills, someone like you.

We have an exciting opportunity for you to join us as a Legacy Partnership Manager. This is a unique opportunity to develop, manage and grow Cancer Research UK's legacy relationships with high value solicitor partners. Our team works with around 800 offices across the UK, empowering legal professionals to speak about legacy giving and our life saving research.

This a flexible home-based role, which will require travelling around your division meeting with legal professionals.

What will I be doing?

• Identifying, developing, and managing relationships with solicitors and will writing firms.

• Being responsible for delivering a seamless end to end supporter journey for the professional audience, through outstanding relationship management

• Using data to make value insights about our partners performance, making recommendations for improvement and exploring opportunities for building and deepening partnerships

• Being responsible for delivering regional activity for Legal Professionals, including regular partnership review meetings and CPD events

• Supporting the wider team in the development of the Legacy Professional Partnership strategy.

What skills will I need?

• Excellent stakeholder engagement and management skills, with the ability to quickly get buy in and work collaboratively

• An ability to understand and translate data, and utilise it to make strategic decisions

• Proven ability to work well under pressure

• Excellent communication and relationship building skills, creating connections to make great things happen

• Proven ability to identify and build on new opportunities

• A flexible approach, to comfortably manage ambiguity and changing environments/contexts.

What will I gain?

Each and every one of our employees contributes to our progress and is supporting our work to beat cancer. We think that's impressive.

In return, we make sure you are supported by a generous benefits package, a wide range of career and personal development opportunities and high-quality tools, policies and processes to enable you to do your job well.

Our benefits package includes a substantial retirement plan, a generous and flexible leave allowance, discounts on anything from travel to technology, gym membership, and much more.

We don't forget people have lives outside of work too and so we actively encourage a flexible working culture.

Our work - from funding cutting-edge research to developing public policy - will change the world. It's exciting to be part of our team.

How do I apply?

We operate an anonymised shortlisting process in our commitment to equality, diversity and inclusion. CVs are required for all applications; but we won't be able to view them until we invite you for an interview. Instead, we ask you to complete the work history section of the online application form for us to be able to assess you quickly, fairly and objectively.

LEGACY OPERATIONS ASSISTANT

Salary: £22,950 per annum pro rata

Reports to: Senior Legacy Operations Manager

Directorate: ?Marketing, Fundraising and Engagement

Contract: ?Fixed-term contract until end of January 2026

Hours: 35 hours per week

Location: ?Stratford, London w/ limited-flex (2 - 3 days per week in the office)

Closing date: Tuesday 10 June 2025, 23:55

Visa sponsorship: You must be eligible to work in the UK to apply for this vacancy. Cancer Research UK is not able to offer visa sponsorship.

At Cancer Research UK, we exist to beat cancer.

We are professionals with purpose, beating cancer every day. But we need to go much further and much faster. That's why we're looking for someone talented, someone innovative and ambitious, someone like you.

We have an exciting opportunity for you to join us as a Legacy Operations Assistant. In this role, we need you to provide exceptional operational and administrative support to the legacy product team, and to undertake all scheduled operational duties as required.

What will I be doing?

• Distributing and scanning of daily incoming post to relevant staff members 

• Creating and allocating new Legacy cases to the Legacy Case Management Team 

• Creating new solicitor records on the website and CRM system, and informing Finance Team 

• Reconciling and inputting income data (cheques and bank transfers) received by the Legacy team

• Responding to queries from all Legacy audiences, via email and telephone 

• Maintain data quality - merging records and other data processing tasks as required (First Class and Siebel) 

• Raising Purchase Orders and raising invoices when required 

• Building and maintaining excellent knowledge of Cancer Research UK's Will-Writing Services, Case Administration and associated systems and processes 

• Supporting project work relating to Legacy operations, by sharing knowledge of internal processes  

• Responsible for monitoring and ordering materials, maintaining and tracking stock levels as required, ensuring key internal stakeholders are informed.

What are we looking for?

• High level of IT literacy, including good working knowledge of Microsoft Office packages 

• Excellent organisational skills and strong attention to detail

• Excellent administration skills and accurate record keeping

• Able to prioritise day-to-day tasks and plan to maximise most effective use of time to deliver against deadlines to a high standard

• Self-motivated and solutions focused, finds solutions to and root-causes of problems with direction and support from colleagues

• Proven experience of managing administration in a busy environment with flexibility in reacting to stakeholder needs

• A strong team player with ability to build effective relationships with internal stakeholders across departments

• Confident written and verbal communication skills.

Our organisation values are designed to guide all that we do.

Bold: Act with ambition, courage and determination  

Credible: Act with rigour and professionalism   

Human: Act to have a positive impact on people  

Together: Act inclusively and collaboratively

We're looking for people who can believe in and embody these organisation values and can use them to drive forward progress against our mission to beat cancer.

What will I gain?

We create a working environment that supports your wellbeing and provide a generous benefits package, a wide range of career and personal development opportunities and high-quality tools. Our policies and processes enable you to improve your work-life balance, take positive steps in your career and achieve your personal wellbeing goals.

How do I apply?

We operate an anonymised shortlisting process in our commitment to equality, diversity and inclusion. CVs are required for all applications; but we won't be able to view them until we invite you for an interview. Instead, we ask you to complete the work history section of the online application form for us to be able to assess you fairly and objectively.

Be part of something extraordinary at Epilepsy Society. We are seeking a value’s driven Legacy and Individual Giving Lead to join a charity that provides world leading support for people with epilepsy through Care, Research and Advocacy. 

About the role

We are looking for a self-starter with solid experience of Legacy Marketing, including the development of Gift in Wills, In Memory and Tribute Fund marketing. You will be working on campaigns and initiatives to both existing and prospective supporters across print, advertising and digital channels and platforms. The role sits within our Individual Giving Team and reports to the Individual Giving and Philanthropy Manager, so it is important to have a strong working knowledge of supporter journeys and how to steward supporters towards making a legacy pledge.

Please download the recruitment pack for more information and to read the full job description. 

The post holder should demonstrate our people values of CAIRO (Caring, Accountable, Improving, Respectful and Open.

Some information about us

Epilepsy Society’s Vision is a full life for everyone affected by epilepsy. We want everyone affected by epilepsy to have the best opportunity for a full life – as free from seizures as possible. We set out to make a difference to every person affected by epilepsy whatever their background, however seriously it impacts on their life, and whether they have the condition themselves or are close to someone with epilepsy.

What we can offer

•    27 days annual leave + bank holidays, with the ability to buy and sell annual leave 
•    A generous Employee Referral Scheme (refer a friend and earn up to £150) 
•    Length of service awards
•    Access to shopping discounts and cashback with thousands of retailers through Purple Rewards
•    Staff recognition scheme 
•    Excellent training and development opportunities
•    Group Pension
•    Life Assurance (2x your annual salary)
•    Confidential, supportive Employee Assistance Programme, accessible 24/7
•    Salary Finance, offering you products linked to your salary and tailored to your individual circumstances. Providing services such as loans, advances, savings and financial education

On-site, there is plenty of free car parking, a Café and beautiful grounds to work in and be surrounded by.

If you have the right skills and experience and are inspired to apply, please do so by uploading your CV and covering letter explaining how you meet the person specifications of the role.

A DBS (Disclosure & Barring) check will be required before appointment is confirmed.  

We reserve the right to close the post early once we have received a sufficient number of applicants: please submit your application as soon as possible to avoid disappointment. 

We offer hybrid working with candidates to attend the London office in Farringdon 8 days per month. However we can be flexible if candidates from outside the London area would like to apply.

Role:  Legacy Case Executive

Our offer to you

We pride ourselves in being a great place to work, providing a supportive culture with opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do. You will receive:

• Competitive salary and pension scheme
• 33 days holiday (inclusive of bank holidays) - increasing to 38 days over 5 years
• Hybrid, Flexible working
• Cycle to work scheme Electric Vehicle Scheme
• Health and Wellbeing portal – access to financial, health and wellbeing support and an Employee Assistance Programme
• Discounts – you will have access to Blue Light and NHS Discounts as well as discounts on mobile phones, gym membership, cinema tickets, restaurants, holidays and shopping

About Us

This is a fantastic opportunity to join a team of over 1,400 employees and over 31,000 volunteers, united by our goal of saving lives through essential first aid services, training and campaigning.  As a charity with rich heritage and a long history of serving humanity, we are proud of our past and excited about creating a healthier, safer, more resilient future. 

St John Ambulance works at the heart of communities, supporting and enabling them to access and receive physical and mental health first aid. We do this through developing and providing effective community response and outreach services (e.g. Ambulance response) and using our longstanding expertise to empower people with vital clinical skills and the confidence to use them (e.g. our Volunteers and Community Advocates, NHS Cadets and Young Responders programmes). There is also a buoyant social enterprise network which delivers first aid training and supplies medical consumables to businesses and consumers.

Job Summary

Are you an experienced legacy professional with a keen eye for detail and a passion for making a difference? We are looking for a dedicated Legacy Case Executive to lead on all operational aspects of legacy administration and case management. In this vital role, you’ll ensure legacy gifts are processed efficiently and accurately, securing the best possible financial outcomes for the charity whilst safeguarding our reputation. Working closely with colleagues in Finance and Legal, you’ll help to maintain a robust and reliable income stream that directly supports our life-saving work across communities.

About You

• Demonstrable experience within a related role in Charity Legacy or Estate Administration
• Demonstrable experience of using databases such as Dynamics 365 and Microsoft applications
• Evidence of effective relationship management with a range of external stakeholders including solicitors, lay executors and auditors
• Experienced user of First Class

About the Role

• Manage and maximise legacy income by overseeing cases, monitoring legal/admin costs, and ensuring compliance with policy and best practice.
• Act as the main point of contact for solicitors, executors, supporters, and third-party suppliers to maintain strong relationships and communication.
• Lead on complex and high-value cases, offering expert advice on probate, tax, and legal matters while escalating as needed.
• Maintain accurate records and reporting, working with Finance and Database teams to ensure audit compliance and effective forecasting.
• Drive continuous improvement by updating legacy processes, advising on policy changes, and supporting recognition programmes for legacy donors.

Please see the job description for more detail (this can be viewed on our website or once you click apply)

If you are a current St John Ambulance employee, please apply here: Click here

For all other candidates, or St John Ambulance volunteers wishing to apply: please apply below

We reserve the right to close this vacancy early if we receive high volume of applications for the role. Therefore, if you are interested, please submit your application as early as possible.

St John Ambulance are committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve.At St John, everyone is valued and supported to thrive, we have several networks including Multi Culture, Disability and Accessibility, Pride, Family and Carers and Women’s groups.  We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equality, diversity and inclusion.

St John Ambulance is committed to safeguarding and we promote safe recruitment practice. Therefore, all successful applicants will undergo pre-employment checks, including DBS Clearance, as part of the onboarding process, if applicable to the nature of the role

Please note: St John does not accept speculative CVs and will only review CVs sent in application for an advertised vacancy.