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Senior Legacy Officer

Remote: 
Full Remote
Contract: 
Salary: 
40 - 40K yearly
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Technical expertise in contentious cases, Experience advising colleagues, Good working knowledge of FirstClass, Ability to manage high-value legacies.

Key responsabilities:

  • Maximize and defend legacy income
  • Monitor complex cases and provide guidance
  • Lead implementation of FirstClass in 2025
  • Manage own caseload of residuary cases
  • Support wider team projects for efficiency
British Red Cross logo
British Red Cross Civic and Social Organization Large https://www.redcross.org.uk/
1001 - 5000 Employees
See more British Red Cross offers

Job description

Job Title: Senior Legacy Officer

Job Location: UK Flexible

Salary: £40,000 - £43,00 per annum

Hours: 35 per week

Contract Type: Fixed-term contract (12 months)


We are committed to making a difference in the lives of those we serve, and we’re looking for a passionate and experienced Senior Legacy Officer to join our team.


Are you passionate about legacy fundraising and want to make a difference? Then we would love to hear from you!


A day in the life of a Senior Legacy Officer will involve:

  • You will work closely with supporters, solicitors, and internal teams to maximise and defend our legacy income.
  • Monitoring the team’s contentious and complex cases.
  • Providing advice on complex matters to your colleagues.
  • A key aspect of this role will be to lead the implementation of FirstClass in 2025, with the support of the Senior Legacy Income manager.
  • You will also be responsible for your caseload of up to 250 residuary cases.
  • Supporting the wider team projects to help drive efficiency.
  • Being part of an innovative team who continuously strive to be the best.


To be a successful Senior Legacy Officer, You will have the following skills and experience:

  • You will be able to demonstrate technical expertise in contentious and complex cases.
  • Experience in providing advice and guidance to other colleagues.
  • Managing your own caseload of contentious, complex and high-value legacies.
  • Good working knowledge of FirstClass4.
  • Excellent communication and interpersonal skills.
  • Ability to build relationships with diverse stakeholders.
  • Strategic thinker with strong analytical skills.


Please note that we are currently trialling a four-day working week in the aim for a better work/life balance.


The closing date for applications is 23.59 on the of 27th October 2024.


In return for your commitment and expertise, you’ll get:

  • Holidays: 36 days annual leave (including bank holidays) + option to buy 5 extra days.
  • Pension scheme: Up to 6% contributory pension.
  • Flexible working: We do our best to accommodate your preferred work style.
  • Learning & Development: Wide range of career opportunities + comprehensive learning.
  • Discounts: Access to Blue Light Discount Card and employee benefits platform.
  • Wellbeing Support: Access to mental health and wellbeing assistance.
  • Team Working: Support our mission in a collaborative team.
  • Cycle2Work: Lease a bicycle through the scheme.
  • Season ticket loan: Interest-free loan for commuting expenses.


At The British Red Cross, we pride ourselves on our diverse workforce, and ensuring we have an inclusive environment for all our staff and volunteers. We remain committed to ensuring our teams can bring their true selves to work without risk or fear of discrimination. We do this through regular data reporting, and the support of our internal Race and Equality Network (REEN), LGBT+ Network, our Disability and Wellness Network (DAWN), Gender Network, Carers Network and Youth Network.


Together, we are the world's emergency responders

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Civic and Social Organization
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Social Skills
  • Strategic Thinking
  • Relationship Building
  • Analytical Skills
  • Verbal Communication Skills
  • Technical Acumen

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