Legacy Management Officer
Company
Royal British Legion
Location
London
Employment Hours
Full Time
Employment Type
Permanent
Salary
Job Requirements/Description
About The Role
Legacies are one of the most vital sources of income for the Royal British Legion, helping us continue our work supporting the Armed Forces community. We're now looking for a Legacy Management Officer to join our dedicated team and ensure that every gift left to the charity is managed with care, professionalism, and in line with the wishes of our supporters.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
In this role, you'll take responsibility for a varied caseload of legacy files, from straightforward pecuniary gifts through to more complex residuary estates, foreign assets, and occasionally contentious cases. You'll be the point of contact for executors, solicitors, other charities and beneficiaries, ensuring estates are administered correctly and that the Legion receives its full entitlement. Alongside this, you'll play an important role in protecting our reputation and maintaining the trust of our supporters and their families.
We're looking for someone with proven experience in Wills, Probate and Trusts, or legacy administration, whether that's from a legal practice or a charity environment. Strong knowledge of inheritance tax, estate accounts and the wider legal framework is essential, along with excellent attention to detail and the confidence to make decisions on complex issues. You'll also need to be highly organised, resilient under pressure and able to handle sensitive conversations with empathy and professionalism.
In return, you'll be part of a supportive and knowledgeable team where your expertise will directly contribute to the charity's future. This is a chance to use your skills to make a meaningful difference ensuring that every gift entrusted to us helps deliver life changing support to members of the Armed Forces community.
You will be contracted to our London hub. Under our Future Working framework, there will be some flexibility for working remotely/at home, using our collaboration tools to work with colleagues, but with a minimum expectation of two days/week connecting directly face-to-face with colleagues at the hub.
Employee benefits include -
- 28 day's paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Generous pension contributions, with Employer contributions ranging from 6% to 14%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!
For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
Interview Dates: W/C 15th September 2025
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
Legacies are one of the most vital sources of income for the Royal British Legion, helping us continue our work supporting the Armed Forces community. We're now looking for a Legacy Management Officer to join our dedicated team and ensure that every gift left to the charity is managed with care, professionalism, and in line with the wishes of our supporters.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
In this role, you'll take responsibility for a varied caseload of legacy files, from straightforward pecuniary gifts through to more complex residuary estates, foreign assets, and occasionally contentious cases. You'll be the point of contact for executors, solicitors, other charities and beneficiaries, ensuring estates are administered correctly and that the Legion receives its full entitlement. Alongside this, you'll play an important role in protecting our reputation and maintaining the trust of our supporters and their families.
We're looking for someone with proven experience in Wills, Probate and Trusts, or legacy administration, whether that's from a legal practice or a charity environment. Strong knowledge of inheritance tax, estate accounts and the wider legal framework is essential, along with excellent attention to detail and the confidence to make decisions on complex issues. You'll also need to be highly organised, resilient under pressure and able to handle sensitive conversations with empathy and professionalism.
In return, you'll be part of a supportive and knowledgeable team where your expertise will directly contribute to the charity's future. This is a chance to use your skills to make a meaningful difference ensuring that every gift entrusted to us helps deliver life changing support to members of the Armed Forces community.
You will be contracted to our London hub. Under our Future Working framework, there will be some flexibility for working remotely/at home, using our collaboration tools to work with colleagues, but with a minimum expectation of two days/week connecting directly face-to-face with colleagues at the hub.
Employee benefits include -
- 28 day's paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Generous pension contributions, with Employer contributions ranging from 6% to 14%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!
For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
Interview Dates: W/C 15th September 2025
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
Company
Royal British Legion
Location
London
Employment Hours
Full Time
Employment Type
Permanent
Salary