British Heart Foundation – Assistant Legacy Officer

Would you like to join a thriving team who works to manage, protect, and optimise the c.£90m left to British Heart Foundation (BHF) in supporters’ Wills each year?

As an Assistant Legacy Officer you’ll be responsible for the day-to-day administration of legacies in accordance with our policies and strategy.

You’ll manage your own caseload of largely pecuniary legacies.  You’ll answer enquiries from solicitors and individuals in connection with bequests and assist in all matters relating to the department’s work.

Our Legacy Management Team is sector leading. You’ll have the opportunity to build BHF’s reputation as a good recipient of legacies and increase our income from bequests.

Over half of our income comes from people leaving a gift to us in their Will. Charitable legacies are therefore vital to enable us to continue our life-saving research programme to fight cardiovascular disease.

Working arrangements

This is a blended role, where your work will be dual located between your home and our London Office.

At BHF we believe in the power of being together, so our colleagues on blended contracts can expect to spend some time in their office, at least one day each week, on average.  The use of our office spaces is driven in part by your role and the activities you need to do. 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.

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

About you

With excellent verbal and written communication skills, you’ll have a willingness to learn and have previous experience working in a fast-paced environment.

You’ll have good IT skills, particularly MS Office, and have a high level of empathy, able to develop strong relationships with colleagues and contacts.

With a willingness to learn on the job and experience of prioritising workload and the ability to ensure it is delivered on time.

We welcome applications from those with experience of administering legacies in a charity environment or maintaining and administering bulk client records using a case management system.

About us

Every single one of us is vulnerable to the heartbreak caused by heart and circulatory diseases – they are the world’s biggest killers. But the research we fund represents hope. And nothing matters more than finding cures and treatments that give us more time with the people we love.

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

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

What can we offer you?

Our Career Academy provides you with support, inspiration, and opportunities to help you unlock your full potential.

Our generous staff benefits include:

We have been recognised by the Chartered Institute of Personnel and Development (CIPD) for our Live Well. Work Well. Programme. Heart health is central to our mission, and that starts with you. We provide a programme of activities, opportunities, and guidance to inspire and support you to live a healthy and happy life, at home and at work.

Interview process 

Please note interviews will be held over MS Teams.

How to apply

It’s quick and easy to apply for a role at BHF. Just click on the apply button below. All you’ll need is an up-to-date CV and a supporting statement, outlining your interest in the role and how you meet the role’s criteria.

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

Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert early.

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