British Heart Foundation – Legacy Officer

We’re looking for a self-motivated individual to join us as a Legacy Officer and run a demanding caseload of legacies, helping us in the delivery of our ambitious strategy.

About the role

As our 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 residuary legacies, working up to include complex and contentious cases.  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 team is sector leading. You’ll have the opportunity to build British Heart Foundation’s (BHF) reputation as a good recipient of legacies and increase BHF’s 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, able to communicate complex issues clearly and succinctly, you’ll have a willingness to learn and have previous experience working in a fast-paced environment.

You’ll have excellent 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, we would welcome applications from those with a legacy or legal background.

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 to 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.