Legacy Administration Manager

Job Introduction

We are looking for a committed legacy professional to lead our legacy administration function through an exciting period. As well as being responsible for the accurate and timely processing, recording and optimisation of all our legacies and bequests (approximately 450/year), this role also holds delegated responsibility from our Trustees to make key decisions and is the primary source of reporting on our legacies performance and outlook – supporting strategic financial decision making. With income from legacies reaching nearly £17m in 2017, this is a truly critical role. 

Role Responsibility

The post holder reports into the Head of Finance and will be located at Diabetes UK’s London office within the Business Partnering team, part of the wider Finance team. They will line manage the Senior Legacy Officer and be responsible for their development in the role. 

The right person will be joining us at an exciting time for the organisation as we consider our next 5 year strategy. They will be part of an effective and highly collaborative Finance team and work in close partnership with colleagues in Engagement & Fundraising. They will be empowered to make improvements and lead development of the legacies administration function. 
 

The Ideal Candidate

We are looking for a professional educated to law degree or equivalent level and ideally with an Institute of Legacy Management Certificate in Charity Legacy Administration (or similar). The ideal candidate will have experience of legacy management within a charity setting, will be an experienced and capable people manager and will be comfortable manipulating and analysing data in Microsoft Excel. Experience of legacy management system First Class would be a bonus. The successful candidate will be a skilled and sensitive communicator, who constantly strives to make improvements and who wants to support Diabetes UK to realise their aims.

Package Description

What we can offer you: 

• Generous annual leave starting at 25 days plus bank holidays 
• A Cash Healthcare Plan (giving you up to £1,600 towards a range of out of pocket health expenses like new glasses, dentist, chiropractor or osteopath appointments) 
• Early finish Friday and flexible working 
• Discounts on gym membership and days out 
• Employee assistance programme to give you support on any issues that come up in life  
• Annual season ticket loan 
• Very active social scene including sport teams, gardening and other activities 
• Generous pension provision, life assurance and permanent health insurance 

About the Company

Diabetes is the most potentially devastating – and fastest growing – health crisis of our time, requiring ongoing high-quality care and support. There are currently 4.6 million people in the UK living with diabetes, and 12.3 million more at increased risk of getting Type 2 diabetes. Those diagnosed face the risk of life-changing, and life-limiting, complications, unless they are given the very best care and the support they need to manage their condition well. As a society we need to work together now – and take action now – to fund critical research, improve healthcare and treatment, and prevent yet more people developing this potentially life-threatening condition. 

Diabetes UK is a forward thinking and commercially focused organisation, and is the leading charity for the 4.6 million people with the condition in the UK.

As we continue to improve our processes, through continual development and change, this is an exciting time to join us. With established funding streams and following on from the success of our previous five-year plan, we are in a strong position to continue developing and responding to changing environments.

We rely heavily upon the expertise and motivation of our staff in order to work towards our many aims and meet objectives. We aim to be an equal opportunity employer; the organisation recognises and respects the value and diversity of all. We gladly make the adjustments required for people with disabilities to join us. Our diverse functions mean that we can offer you a wide range of rewarding career opportunities.

Diabetes UK is committed to safeguarding and promoting the welfare of children, young people and vulnerable and expects all staff and volunteers to actively support this commitment. 

Diabetes UK recognises and respects the value and diversity of all. 

We have a vision of a world where diabetes can do no harm – if you’d like to be part of that, why not join us? 

To learn more about the work we do - Click here

Diabetes UK