RNLI – Legacy Officer

Job listing

Job Title: Legacy Officer
Organisation: RNLI
Salary: £28,334 - £31,065 + excellent benefits
Contract Type: Full time
Hours: Full-Time
Location: Hybrid (home and Poole) or Home Based
Closing Date: 2 June 2024

Legacy Officer

£28,334 – £31,065 + excellent benefits

Hybrid (home and Poole) or Home Based

Ref: 17434

This is a chance to make a contribution in a varied and interesting role within the Legacy Department dealing with matters relating to legacies and bequests to the Institution. When people leave a legacy to our organisation in their Will it is essential that we liaise with the controlling solicitors to ensure the process runs as smoothly as possible.

We are looking for a Legacy Officer who is able to work on your own initiative as well as be a good team player.

You will possess:

  • Exceptional written communication skills
  • Excellent administrative and verbal skills and be meticulous in all aspects of your work
  • The ability to communicate effectively at all levels and handle sensitive situations including dealing with bereaved relatives
  • Good IT and typing skills, to include knowledge of Word and Excel

You will be responsible for managing the Institution’s pecuniary and standard residuary bequests, ensuring legacy income is fully maximised, cash flow maintained, and all legal and procedural requirements met.

Attention to detail is key, along with proven communication and negotiation skills. This will include a diplomatic nature necessary when dealing with sensitive situations. In return, we’ll provide full training relating to legacies.

A working knowledge of the law of wills & probate for England, Wales, and Scotland would be advantageous but is not essential.

For more information and to apply, please visit our jobs page.

Closing date: 2 June 2024. 

The RNLI is committed to safeguarding; ensuring the welfare of children, young people and adults at risk. We expect all employees and volunteers to share this commitment and have a zero-tolerance approach to proven incidents of bullying, abuse, harassment or exploitation. The suitability of all prospective employees and volunteers will be assessed during the recruitment process in line with this commitment. This will include relevant criminal record checks being carried out dependent on the eligibility of the role. (England & Wales; DBS check, Scotland; Disclosure Scotland PVG, Northern Ireland; Access NI, Republic of Ireland; Garda Vetting; International, International Child Protection Certificate process).

Our staff and volunteers have been saving lives at sea without prejudice for nearly 200 years. We respect and value diversity of background, skills and perspectives within our teams, and consider it essential to help us deliver a world-class lifesaving service. We are an inclusive organisation and welcome applications from everyone. In addition to having the skills needed for the role, we also look for applicants who share our commitment to living our RNLI values (trustworthy, courageous, selfless, and dependable), and helping us work towards Our Vision: To save Every One.

Closed on 2 June 2024

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