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Senior Legacy Officer

Please Note: The application deadline for this job has now passed.

Job Introduction

You will be responsible for the day-to-day administration of legacies and bequests made to Diabetes UK, including processing notifications, corresponding with executors and scrutinising estate accounts, to ensure that income is maximised and received without delay.

Interview Date: 11 Feb 2019

Role Responsibility

  • To administer all legacies left to Diabetes UK and maximise income received from this source.
  • To help support the strategic objectives and play an integral role within the Legacy team.
  • To ensure that all bequests to Diabetes UK are received and utilised, in accordance with Diabetes UK’s policies.
  • Working with the Legacy Manger to protect Diabetes UK’s legacy income where necessary and when entitlement is subject to a legal challenge.
  • To assist the Legacy Manager in providing a legal and advisory service to the Head of Finance, Directors, Chief Executive and Board of Trustees of Diabetes UK in respect of legacy  administration.
  • To assist the Legacy Manager in monitoring legacy notifications and income in order to provide regular forecast information for yearly budgeting and monthly management Accounts.
  • To assist the Legacy Manager in meeting internal and external audit requirements in relation to Legacy Administration.

The Ideal Candidate

The ideal candidate will have experience of legacy administration, be highly numerate, have excellent written and verbal communication, excellent customer service skills as well as interpersonal skills and good organisational skills. Previous experience might have been held at a charity or in a legal team.

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

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