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Senior Legacy Officer

Job Introduction

To carry out the administration of all legacies and bequests made to Diabetes UK including processing notifications and ensuring the income is maximised and received by the charity without delay.

Role Responsibility

Manage legacy files

  • Ensure receipt of funds is maximised and achieved without delay, and cashflow requirements are forecast appropriately
  • Process and record all legacies and bequests made to Diabetes UK
  • Manage correspondence with executors, solicitors, co-beneficiaries, banks etc. either with standard-form letters or as appropriate to specific situations
  • Review estate accounts received for residuary legacies to ensure the calculations are correct and that the correct treatment for Capital Gains Tax and Inheritance Tax have been adopted
  • Develop contacts with legacy officers of other charities to share best practice and work together on common cases
  • Refer any matters with substantial financial, ethical or public relations implications, through to Head of Finance and the Board of Trustees if applicable
  • Keep management informed of all substantial or contentious cases;
  • Create and update manual and computer files and records
  • Check receipt of income with Finance Team and ensuring that sums received are in accordance with information provided

Produce reports

  • Monthly reconciliation of legacy income
  • Provide data for monthly management accounts for number of live files and expected future income from live files
  • Provide annual statistics regarding the legacies received in the financial year for circulation to the Finance Committee
  • Identify and perform one-off projects, eg specific statistical analyses or reviews of particular types of legacies

Other

  • Such other duties as may be directed by Legacy Manager
  • Maintain a good working knowledge of the prevailing legal environment over all areas which could be encountered in the role (including distinctions between English and Scottish Law and developments in inheritance and capital gains taxation) through continuing professional education

The Ideal Candidate

The best person for this job will be able to:

  • Demonstrate they hold the Certificate in Charity Legacy Management Administration (CiCLA) or that they are qualified by experience
  • Use data systems and tools to manipulate and analyse statistical data
  • Identify issues/ problems early and take ownership of resolving them
  • Create effective processes for self and others to optimise, monitor and evaluate outcomes and results
  • Take ownership for delivering high-quality work in a timely and cost-effective manner

The best person for this job will have experience in:

  • Legacy administration in a Charity environment
  • Establishing and maintaining effective working relationships with multiple stakeholders (internal and external)
  • Communicating effectively and sensitively when dealing with the bereaved
  • Conveying complex information and requirements clearly to lay stakeholders
  • Developing systems, reporting and performance measures

The best person for this job will be:

  • Co-operative and collaborative;
  • Abie to work in a demanding environment, providing accurate and timely information to a high standard
  • A continuous learner who learns from the mistakes and successes of self and their peers
  • An excellent communicator who uses a broad range of communication styles who chooses appropriate, effective ways to communicate to different audiences in diverse situations
  • Resilient and positive, with the ability to respond flexibly to new opportunities
  • A forward thinker who is pro-active; anticipating future requirements and planning accordingly
  • Actively seeking, implementing and delivering new and innovative approaches from other organisations to improve internal financial services

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 4.5 million people in the UK living with diabetes, and 11.9 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 4.5 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

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