Office administration jobs

A new opportunity has arisen to join the Newt Conservation Partnership as NCP Finance Administration Assistant to support our efforts to create and manage high-quality habitat for great crested newts. This is an exciting time to join our team as we expand to maximise our impact for freshwater habitats and species.

Working alongside NCP’s Operations Manager and Administrator, the NCP Finance Administration Assistant will support daily financial tasks, using bookkeeping skills to ensure accurate and efficient data processing. As part of a small but growing team, they will also assist with occasional office administration

Newt Conservation Partnership (NCP) is a community-benefit society whose main purpose is creating and managing high-quality habitat for great crested newts, at the same time providing new habitats for many other wetland plants and animals. Our work is underpinned by a spatial strategy, and we work at the landscape scale. We have an extensive monitoring programme, and generate critical data for assessing the success of the NatureSpace schemes. We work closely with our partners, Amphibian and Reptile Conservation and Freshwater Habitats Trust and follow their evidence-based best practice guidance for the conservation of amphibians and ponds.

Freshwater Habitats Trust is a friendly, nationally well-respected conservation charity that works to protect freshwater wildlife through practical, evidence-based and effective nature conservation projects. This job is an exciting opportunity to join a dedicated team of botanists, invertebrate biologists, herpetologists and freshwater conservation experts who are making a difference.

To Apply: Fill in the application form, No CVs or agencies, please.

Deadline for Applications: 5 pm Tuesday, 2nd December 2025

Interviews: The week beginning 15th December 2025, Oxford (in person)

Role:                     Executive Assistant and Administrative Officer

Location:             Home-based, with regular attendance (at least monthly) of meetings in London

Salary:                  £28,000 - 32,000, depending on experience

Type:                     Permanent, full-time, 37.5 hours per week

Responsible to:  CEO           

 About the role

Are you a proactive, energetic and highly effective individual with great attention to detail? We’re looking for a new Executive Assistant (EA) for the CEO and the Chair of the Overcoming MS Board of Trustees as well as organisational administrative duties.

This role plays an essential role in the smooth running of the charity. With a small team and big ambitions, everyone plays an important part. Yours is to facilitate our team to work in the most effective and productive manner, using your organisational and planning skills so we can all deliver the greatest impact for people with MS.

At Overcoming MS, we are here for everyone with MS who wants to take control of their health and wellbeing. We provide clear, practical actions for people to take and a supportive community to help people living with MS. Knowing people with MS can reduce their risk of disease progression through lifestyle choices gives hope to us all. Our vision is a world in which living a full and healthy life with MS is possible for everyone.  

Job summary:

You will support the organisation across a range of administrative, organisational and governance activities. You will be comfortable working in a busy environment juggling multiple projects, as is characteristic of a small but ambitious organisation.

You will be able to demonstrate discretion and commitment, along with excellent organisation, written and verbal communication skills and will bring experience of providing director level PA/EA support. You will be able to use your own initiative to prioritise workload according to the demands of the day and learn to anticipate changes, responding professionally, adeptly and positively.

You will be expected to provide a high standard and quality of support across a range of activities and projects, being fully aware of and upholding the charity’s values, and taking responsibility for modelling these to others across the organisation and to the wider community.

Key responsibilities and duties:

The role comprises of the following key areas of responsibility:

· Executive Assistant to CEO

Provide full support to the CEO, including but not limited to:

o Overseeing the diary of the CEO, prioritising meetings and scheduling time for reading, thinking and preparing, ensuring meeting materials are to hand.

o Providing ‘right-hand’ support, undertaking research, ensuring CEO is up to date with all projects and pre-empting needs.

o Secretarial – supporting emails, creating presentations, keeping management files organised and up to date within SharePoint.

· Executive Assistant to Chair

Provide full support to the Chair in any administrative activities that relate to her role as Chair, including but not limited to:

o Overseeing calendar appointments, and ensuring the Chair is prepared for meetings.

o Providing ‘right hand’ support in communication with staff and Board, scheduling meetings and providing administrative support as required.

· Governance and administrative support to the Overcoming MS Board

Provide governance and administrative support to the Overcoming MS Board of trustees, including:

o Scheduling Board, committee and Strategy meetings and making the necessary arrangements (eg booking venues, setting up virtual meetings via Teams/ Zoom).

o Preparation of documentation for meetings including circulation of agendas, compiling Board packs for the Board of Trustees and committee meetings, taking accurate minutes and co-ordinating follow up actions.

o Supporting the Chair and CEO in the recruitment and induction of new Trustees.

o Providing administrative support for working groups, for example, making arrangements for meetings, circulating agendas and papers.
 

· Internal HR administrative lead

Fully supported with external expertise, to provide administrative support for the team, including:

o Advertising vacant roles, coordinating recruitment, sifting applicants, arranging interviews.

o Onboarding new starters, including references, contracts, setting up new starters on the systems, inducting starters in organisational processes.

o Supporting ongoing team development including coordinating training, staff surveys and appraisals.

o Coordinating leavers, including exit interviews, leavers forms and relevant administration.

· Internal IT administrative lead

Fully supported by our external IT agency, to provide administrative support for the team, including:

o Regular meetings with IT agency to ensure correct licenses, equipment and protections are in place.

o Coordination of hardware and software for new starters, equipment provided and returned for leavers.

· Management of Overcoming MS contact enquiries

o Regularly check the Overcoming MS contacts mailbox and manage its contents, responding or delegating to Overcoming MS team members where appropriate, and ensuring follow up is completed.

o Manage the Overcoming MS telephone number to ensure queries are dealt with efficiently.

o Draw themes from regularly occurring queries, to make sure any trends are picked up and addressed effectively.

· General organisational support

o Provide ad hoc project management support to organisational improvement projects, including supporting project team meetings, developing project plans and tracking progress.

o Travel/ meeting arrangements – arrange meetings, attendance at conferences and book rooms and making travel arrangements as necessary.

o    Coordination with our outsourced storage facility.

o Policy support – maintenance of the policy tracker, coordinating the reviewing and updating of policies.

o Admin support for team meetings, oversight of the shared drive, central email lists.

o Lead relationship with our Employee Assistance Provider, including regular team reminders of services and other charity discounts.

o Proactively identify areas where improvements can help improve efficiencies, impact or wellbeing.

PERSON SPECIFICATION

 Experience (Essential (E)/ Desirable (D)

· At least 5 years’ experience in a senior PA/EA role (E)

· At least 5 years’ experience in writing Board minutes, supporting Boards and committees and other governance (E)

· Experience of effective engagement with senior leaders and stakeholders, both internal and external, at all levels (E)

· Experience of the charity sector (D)

· Working understanding of an organisation with a dispersed, remote team across a wide geography (D)

· Experience of supporting strategic and improvement projects (D)

· Experience of supporting HR or IT processes (D)

Education, Knowledge & Skills (Essential (E)/ Desirable (D)

· An excellent standard of written and spoken English and ability to communicate effectively with a range of people from diverse backgrounds (E)

· Excellent interpersonal skills (E)

· Excellent organisational, prioritisation and time management skills (E)

· Conscientious, with excellent accuracy and attention to detail, delivering high quality work (E)

· Proficiency in the full Microsoft Office suite, especially Teams, Outlook, SharePoint/OneDrive (E)

· Experience of using a variety of IT packages including databases and willingness to learn new IT systems (D)

· Awareness of charitable governance principles (D)

Personal attributes

· Calm and adaptable with an ability to work within a flexible and busy environment (E)

· Able to anticipate and problem solve with high levels of tact, diplomacy, discretion and ability to demonstrate absolute respect for the confidentiality of information (E)

· Comfortable working remotely and happy to travel, as needed, for meetings (E)

· Thrives as a team player but able to work on your own initiative, with minimal supervision (E)

· Reliable, resilient, committed and self-confident (E)

· A proactive approach to your work and are able to identify opportunities and solutions (E)

· Highly committed to safeguarding vulnerable people, equality, diversity and inclusion (E)

· Fully committed to Overcoming MS’s values (E)

· Experience of working within a charity and understanding of the charity sector (D)

Are you a skilled administrator who loves dogs?
We’re looking for a Gift Processing Administrator, to play a key role in the smooth processing of all donations received at our London office.

What does this role do?
As Gift Processing Administrator, you’ll:

• process all incoming donations, from uploading data to the supporter database and sending thank you letters, to assisting charity shops with the administration of Gift Aid,
• work closely with Gift Processing Officers on more complex work, such as problem payments or refunds,
• accurately capture supporter consent preferences, ensuring data is entered correctly and in line with regulatory requirements,
• support the Supporter Stewardship team with emails during busy periods.

This role is being offered as a fixed term, family cover contract until December 2026. Interviews for this role are provisionally scheduled for Friday 21st November 2025, and will take place on Teams.

Could this be you?
To be successful in this role, you’ll need some administrative experience, with excellent IT skills and the ability to prioritise your workload and follow procedures effectively. Strong attention to detail is essential for this role, as accuracy and data integrity is critical. While not essential, previous experience of working with a CRM database (such as Salesforce) would be helpful.

About Dogs Trust
We love dogs. That’s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We’ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It’s what we’ve been doing since 1891 and how we’ve grown to become the UK’s leading dog charity, helping 12,000 loyal friends find their forever homes every year.

To apply for this position please click the APPLY NOW button. Our application process requires you submit a personal statement explaining your interest and suitability for the role.
 
Dogs are incredibly diverse, much like the humans that love them! At Dogs Trust we value diversity, and we're committed to fostering an inclusive culture. We actively encourage applications from people of all backgrounds, abilities, and cultures and believe that a diverse workforce helps us to achieve our mission. Our colleague networks give our people a voice, acting as vehicles for real and meaningful change within Dogs Trust. We truly want to see every candidate shine throughout the entire job application process, interview stages, and during their time with us. If there's anything on your mind or any adjustments you may need, don't hesitate to reach out to us. We're here to support you every step of the way.

Working Well Trust is a mental health and employment charity in London.  All of our projects share the aim of improving the lives of people with mental health support needs, learning disabilities and/or complex issues through training and employment. This role will be working across two teams who work with clients who have mental health support needs, wanting to gain paid employment.

We are recruiting an Administrator for a new primary care Individual Placement and Support (IPS) employment service in the London Borough of Enfield. 

The Administrator will play a key role in the teams, supporting the team of employment workers as well as working alongside the Team Leads to ensure that records are kept up to date and data is easily accessible for reporting.

Experience of working in an employment team is not essential but you must be highly organised, have a problem-solving attitude and be willing to work with the other teams’ Administrators to develop joint systems and processes.

Good organisation skills are essential for this role, in addition to at least intermediate level knowledge and skills of office software including Outlook, Excel, Word and Power Bi. The successful candidate will need be able to communicate with a wide range of people.

Please click apply to send your CV after answering the screening questions. 

Candidates need to clearly outline how they meet the person specification points in their personal statement.

Employee benefits include an employer contribution to a personal or workplace pension equivalent to 6% of gross salary. 30 days annual leave plus paid public holidays (FTE). 

Working Well Trust is an equal opportunities and Confident about Disabilities.

Closing date: Monday 17 November at 9am

Telephone interviews: These will be scheduled in as applicants come through so please apply early, if we get enough applicants we may close the advert early

Final Stage interviews: TBC

We are seeking a proactive and highly organised Administration Assistant to support the Bishop of Willesden and the wider Parish Area Support team on a part-time basis, 17.5 hours per week. This role is vital in ensuring smooth day-to-day operations, managing communications, maintaining records, and supporting safeguarding processes

Key Responsibilities

• Manage the Bishop's diary, inbox, and communications
• Draft and manage correspondence, including sensitive communications, maintaining confidentiality
• Coordinate travel and meetings, including agendas and minutes
• Compile newsletters and general communications
• Support clergy permissions and historical record-keeping
• Welcome visitors professionally
• Organise events, liaising with external providers
• Monitor visa status and safeguarding compliance
• Manage clergy files in line with GDPR
• Respond appropriately to pastoral and safeguarding concerns
• Undertake additional tasks as required to support the Bishop and team

We are looking for someone who is:

• Administratively efficient, detail-oriented, and proactive
• Emotionally intelligent, discreet, and confident in handling sensitive matters
• A strong communicator with excellent interpersonal skills
• Experienced in managing varied workloads and working independently
• Sympathetic to the mission and values of the Church of England

Essential Skills & Experience:

• Previous administrative experience
• Proficient in Microsoft Office (Word, Outlook); willing to learn Excel and other tools.
• ability to work effectively under pressure and to deadlines
• Strong literacy and numeracy skills

Please refer to the Job Description for more information about the role and person specification.

Your Salary

A salary of £13,513.50 (FTE £27,027) per annum, plus age-related pension contributions between 8-15% of salary. We will also match any pension contributions you make up to an additional 3% of your salary.

Your Benefits

• 25 days annual leave plus eight bank holidays.
• We welcome all flexible working arrangement requests. This is looked at in a case-by-case scenario and if this fits within the department's needs. We try to be as flexible as we can in your work pattern to support you with other commitments, and to give a good work-life balance.
• We offer many services and initiatives under our Family Friendly Programme, some of these include enhanced Maternity Leave initiative, Adoption Leave, Paternity Leave, & Shared Parental Leave.
• Access to Occupational Health, and an Employee Assistance Programme.
• Automatic enrolment and access to Medicash (one of the UK's leading health cash plan providers), providing you with many services including reimbursements of routine dental treatment, optical, specialist consultations, and therapy treatments. Unlimited access to virtual GP & Private prescription service and health & Stress related helplines.
• Apply for eligibility for an Eyecare voucher.

Interview Information:
Friday 12th December 2025
Venue: London Diocesan House, 36 Causton Street, London SW1P 4AU
Time of interview: From 9 am

Please note: You must have the right to work in the UK to be considered for the role.

Purpose

The Fundraising Development Officer supports the delivery of our individual giving programme, helping to nurture current supporters and attract new ones.

You will be responsible for building our regular giving support, implementing supporter journeys and co-ordinating our annual appeals. You will also work closely with the Head of Fundraising in developing our major donor plans, and support with other individual giving channels, including in-memory giving and legacy giving.

We are looking for someone who has great communication and relationship management skills, and a collaborative approach. You will be a self-motivated, proactive and analytical individual with the ability to build, manage and develop relationships across teams.

While a background in fundraising is desirable, it is not essential. If you bring the right skills and are willing to learn, we'd love to hear from you.

Key responsibilities and duties

• Manage our ‘Friends of Charlie Waller’ regular giving scheme, building the supporter numbers and engagement with the charity.
• Deliver exceptional supporter care to our regular supporters, recognising opportunities for deeper engagement and potential for further support.
• Implement the supporter journeys for regular and one-off donors, creating communications to engage them with the cause and understand the impact.
• Co-ordinate and deliver our appeals cycle, working closely with colleagues across the charity to collate appeal content, including case studies, statistics and images.
• Support the delivery and development of our major donor plans, identifying prospects within our supporter base and assisting with stewardship plans.
• Support the delivery and development of our plans for building in-memory and legacy giving, including the administering of gifts, stewardship of supporters and contributing to cultivation events.
• Provide regular updates on progress against agreed objectives and contribute to wider departmental fundraising reports as required.
• Attend CWT events as appropriate to establish new contacts, develop existing relationships, and raise the profile of CWT with potential supporters.
• Ensure that systems and processes are effective, and that our database is being updated and utilised as the central source of information.
• Ensure compliance to data protection, safeguarding, confidentiality and relevant organisational policies and procedures. 
• Routine call handling as part of the wider office administrative team.
• Other duties as may be reasonably prescribed by the trust, appropriate to the grade and responsibilities of the post.

To apply

If you would like an informal discussion about the role with our Head of Fundraising, this can be arranged via email to recruitment(at)charliewaller(dot)org 

The deadline for applications is 12 noon on Monday 24th November 2025.

Please submit via your chosen job website, or send your CV and a supporting statement to recruitment(at)charliewaller(dot)org. We ask that you structure your supporting statement, by providing relevant information under person specification bullet points (combining these if multiple points are effectively responded to by one experience). Please try to keep your supporting statement to a maximum of 800 words, excluding headers. Applications will not be considered without a supporting statement.

You will hear back from us by Friday 28th November, if not before and should you be shortlisted, an interview will take place w/c 1st December and will involve a competency interview along with a short written task relevant to the role.

We will provide details about the task 24 hours in advance to allow candidates time to prepare and we will also provide 50% of the interview questions in advance so that all candidates can perform at their best.

Please see the attached job description for our person specification.

About This Job

This is an exciting role in Army Cadet Headquarters which provides administrative support to the functional delivery areas of the syllabus. We are looking for a person to bring their skills, enthusiasm, and personal credibility to the team and support administration across both our volunteer staff and employed workforce.

This post is primarily to support DofE and First Aid but may, where required, be surged to cover short term administrative responsibilities for other activity areas.

This position is a permanent full-time post (40 hours per week) which will be home-based. However, regular travel across the UK attend events and meetings will be required.

Essential Skills

§  Experienced and skilled administrator and planner, who can work under own initiative in both office and remote environments.

§  Demonstrable success in establishing effective working relationship across a range of organisations at all levels.

§  Excellent written and verbal communication skills.

§  IT literate; experienced user of Microsoft office with experience in using document management systems, such as SharePoint.

Please refer to the attached Job Description for further information.

Our charity

ACCT UK is a national youth charity dedicated to improving the life chances of young people. The Combined Cadet Force Association (CCFA) is a charity dedicated to the promotion of the ideals and activities of the Combined Cadet Force in schools. Together we want to ensure that every young person has the opportunity to learn new skills, build confidence and be inspired through their cadet experience.

We want to develop the youth leadership and training abilities of adult volunteers whilst also helping young people to access cadet activities through fundraising, grant-making, developing new resources and direct support.

We strongly believe that everyone benefits when you help young people to develop their character and values through activities that stretch and mature them. We also know that when young people engage with others at a range of levels in their communities it builds confidence and improves empathy for other’s lives.

Who we are

You will enjoy being part of our small team who work very happily together. By joining ACCT UK, you will help us to reach more young people and make a greater difference and we look forward to working with you. We actively promote and encourage you to explore ideas that improve all aspects of the charity’s work in pursuit of its charitable aims.

What we can offer you

In addition to your salary, we offer all staff:

· Flexible working arrangements (you agree a working pattern with your line manager).

· Personal Accident Insurance, including loss of earnings cover and death benefit.

· 15 days of sick pay in any 12-month period (after 12 months employment - pro-rata for part time staff).

· A contributory pension scheme (you contribute at least 5% and we will contribute 10%).

· Good leave allowances (which are offered pro-rata for part time staff):

o 20 days annual leave plus Bank Holidays.

o Additional privilege leave, on set days each year, such as between Christmas and New Year.

o An additional five days of volunteering leave.

· Support for qualifications and personal development.

· Employee Assistance Programme.

· Season ticket loan.

· Railcard (if you are eligible)

· A caring and supportive team environment.

How to apply

Please send a covering letter that details how you meet the requirements of the job description along with a CV by Sunday 30th November 2025. Please note, AI should not be used to produce either the covering letter or CV.

Interviews will be held week commencing Monday 15th December, via Microsoft Teams.

Please note that as a charity dedicated to improving the lives of young people, we require staff to make a declaration about any relevant convictions, undergo both a Disclosure and Barring Service check and a Baseline Personnel Security Standard (BPSS) check (one of the requirements being that applicants must have been resident in the UK for 3 years). In addition, we will follow up references.

The Central Office Administrator plays a vital role in ensuring the smooth operation of the central office facility, including day-to-day oversight of organisation-wide services provided by SCT’s external IT support provider. 

The postholder will champion health and safety processes across the organisation through the use of an online portal. They will also provide key support in the coordination and delivery of organisational training. 

In addition, the role includes assisting in the delivery of a generalist HR service, working alongside the HR Officer and external HR advisors. 

The Finance and Officer Administrator role is an integral part of Buttle UK, working across teams – grants development, fundraising and marketing along with the finance and operations team to support the delivery of our work. We are looking for someone with good experience of working in a growing organisation who is able to build good working relationships with colleagues and manage multiple priorities.

Knowledge of basic financial principles and previous experience of working within finance and administrative roles will be helpful. As well as good communication skills both verbal and written, the candidate will be flexible in the way they work and take the initiative when needed. They will also demonstrate a willingness to learn and interest in the UK voluntary sector.

This role will be a key part of the finance and operations team and contribute to the team’s objectives.

The Office Manager plays a central role in ensuring the smooth, efficient, and welcoming operation of Women for Refugee Women’s (WRW) office and organisational infrastructure. This role is key to maintaining a well-functioning environment that supports the wellbeing, productivity, and collaboration of staff, volunteers, network members, and visitors.

This is a cross-cutting role that underpins the charity’s day-to-day operations and contributes to a positive and inclusive working culture. 

The International Federation of Gynecology and Obstetrics (FIGO) is the world’s largest alliance of national societies of obstetrics and gynaecology, bringing together professionals from more than 139 countries and territories. For over 70 years, FIGO has collaborated with the world’s top health, rights and donor bodies. We are in official relations with the World Health Organization and consultative status with the United Nations.

FIGO is dedicated to the improvement of the health and rights of women and girls and to the reduction of disparities in health care, as well as to advancing the science and practice of obstetrics and gynaecology. We pursue our mission through education, research implementation, advocacy and capacity building with our member societies.

As a proactive member of the Secretariat team,  to deliver high quality, professional services to FIGO. This will be achieved by;

· Ensuring effective administrative processes within FIGO (incl. meetings support, notetaking, communication, facilities management)

· Supporting the Human Resources function at FIGO (incl. recruitment, BREATH HR and training)

· Coordination of Health and Safety/Fire Safety Support

We are seeking an enthusiastic, pro-active and highly organised Governance Administrator to support the efficient running of our governance arrangements. In this role, you will coordinate and provide high quality support to our committee programme and other key processes such as our grant funding and abstract competitions at Association conferences.

The successful candidate will play a central role in supporting the Association’s governance and operational activities. Collaborating closely with the senior management team, committee Chairs and senior stakeholders, you will contribute directly to the success and impact to the charity.

If you have a strong eye for detail and process, this role may be for you.

Key responsibilities include:

• Coordinating the committee meeting programme; arranging meetings, preparing detailed agendas, circulating papers promptly and producing accurate, high-quality minutes
• Organising the Association’s grants, awards and prize programmes, ensuring smooth application, review and selection processes
• Administering the abstract competitions across all Association conferences, including communications with participants and on-site coordination when required
• Supporting the administration of committee appointment processes and Board and committee elections
• Providing pro-active executive and administrative support to the Chief Executive Officer, Officers and the Senior Management Team
• Working with all staff and Board members to ensure good communications are maintained throughout the Association
• Liaising with partner organisations and stakeholders to develop and maintain effective relationships and maximise networking opportunities

Hybrid working

This role is based at our head office in 21 Portland Place, London. We offer a hybrid working arrangement with a minimum of two days in the office per week.

Use of generative AI tools

We understand that many applicants use generative AI tools (such as ChatGPT, Copilot, or Gemini) to help prepare their applications. As part of your submission, please include a brief statement indicating whether you used AI assistance for any part of your application: Yes – entire submission, Yes – partial (CV, personal statement, or cover letter), or No – AI was not used in any part of this application. If AI was used, please briefly describe how it supported your work (e.g., drafting, editing, idea generation, formatting, etc.).

By submitting your application, you confirm that all information and documents you provided during the recruitment process are true, complete, and not materially misleading. If any statement is later found to be false or incomplete, the Association reserves the right to withdraw this offer or terminate your employment without notice and recover any losses arising.

Interviews will be held in early December 2025.

A fantastic opportunity to be a lynchpin member of a small but growing team of committed staff working to support children with brain tumours and their families.

Working closely with the Senior Leadership Team,  you will support with diaries, organising trustee, team, regional and national in-person and online meetings including agenda/minutes; coordinating data collection from services with straightforward analysis and putting into presentation; coordinating with IT provider; supporting with HR and supporting efficient working and organising across the wider team to help with workflows and processes​

Hybrid with travel to our Duxford office every Tuesday or other Tuesday.

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.