British Heart Foundation – Legacy Manager

We have an exciting opportunity for someone to join our high performing Legacy Management Team as a Legacy Manager on a permanent basis.

About the role

Legacies form a key source of income for the British Heart Foundation (BHF), raising around £95m a year for our life saving research.

As a Legacy Manager, you’ll manage, protect, and optimise this income. You’ll work alongside three other Legacy Managers, supporting the Head of Legacy Management to build on the team’s successes and optimising the BHF’s income from Gifts in Wills.

Joining a thriving team, you’ll undertake a variety of work including, managing casework in accordance with the law, best practice and BHF’s processes and procedures, collaborating with internal and external stakeholders, providing technical guidance to colleagues and potential legacy givers and line managing three Legacy Officers.

This role may also require deputising for the Head of Legacy Management.

Working arrangements

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

At the 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

You’ll either have extensive 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.

With high levels of empathy and belief in the BHF’s work, you’ll be able to develop strong relationships with colleagues and contacts. With previous line management experience, you’ll be able to demonstrate first class leadership skills in your work with a compelling vision and the ability to inspire others and motivate and develop a team of staff.

A self-starter with excellent communication skills, and strong interpersonal skills, you’ll bring proven experience of working within private client / legacies management.

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 workload and deliver to deadlines.

About us

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 free from the fear of heart and circulatory diseases.

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.

Benefits

To find out more about the benefits available at the BHF please download our benefits document at the bottom of our advert page.

Interview process

Interviews will be held on in first two weeks of March over Microsoft Teams.

How to apply 

It’s quick and easy to apply for a role at the 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, the 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.

Closed on 5 March 2024

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