Legacy Manager

bLegacy Manager

Contract type: 10 Months Fixed term, Full Time, 35 hours per week

Location: UK hybrid working - a minimum of 40% of working time is spent face to face (London office, external meetings or travel); 60/40 hybrid working at WaterAid means roughly three days wherever you work best and two days together in person.

Salary: £47,423 per year with excellent benefits

Change starts with water. Change starts with you.

Every day, millions of people live without clean water, decent toilets and good hygiene. WaterAid exists to change that - for everyone, everywhere. Join us, and your energy will help unlock people's potential and create a fairer future.

About WaterAid

We're a global federation driven by one vision: a world where everyone, everywhere has clean water, sanitation and hygiene by 2030. Powered by our values of Respect, Accountability, Courage, Collaboration, Integrity and Innovation, we work alongside communities, partners and supporters to make change happen.

About the team

The WaterAid Legacy Management Team is part of the wider Legacy and In Memory Team, who sit within Mass Engagement. Legacies account for 27% of total income and is the fastest growing income stream in Mass Engagement. The Legacy Management Team is responsible for all aspects of legacy case management, legacy income reporting and forecasting.

About the role

As our Legacy Manager, you will bring your skills and expertise in managing various types of legacy case files to ensure the legacies WaterAid receives are carefully managed, working closely with both personal and professional executors to ensure our supporter's final wishes are carried out.

Responsibilities

• Effectively manage a mixed caseload of residuary, reversionary and discretionary cases, to include some complex and contentious cases.
• Develop strong working relationships with key internal and external stakeholders, including both professional and personal executors, to ensure cases are managed in an effective but sensitive manner.
• Support on development of annual income forecast, reforecast and legacy pipeline.
• Work closely with team members to share ideas and identify opportunities to streamline ways of working and improve efficiency.
• Champion WaterAid's commitment to equity, inclusion and safeguarding.

Qualifications

• Recognised legacy management qualification such as the Institute of Legacy Management Certificate in Legacy Administration (CICLA) or qualified private client solicitor with relevant experience.
• Proven experience of working in a similar charity and/or legal probate role.
• Good understanding of Probate and Trust Law, particularly income tax, inheritance tax and capital gains tax, and knowledge of relevant Charity Law legislation.
• Proven ability to make decisions quickly and confidently, using initiative and judgement.

Preferred

• An empathy with overseas development issues.

Benefits

• 36 days holiday (including 8 Bank Holidays)
• Option to buy an extra 5 days annual leave
• Employer pension contribution up to 10%
• Flexible and hybrid working arrangements
• Season ticket loan
• Free annual eye tests
• Give as you Earn charitable giving scheme
• Enhanced parental leave (maternity, adoption/surrogacy, shared parental and paternity)
• Sabbaticals
• One paid volunteer day each year

Equal Opportunities

We welcome applications from people of all backgrounds, beliefs, customs, traditions, ways of life and status. This includes, but is not limited to, race, ethnicity, caste, colour, gender, language, religion, political or other opinion, national or social origin, property, birth, disability status, neurodiversity, age, marital and family status, sexual orientation and gender identity, health status, place of residence, economic and social situation.

Safeguarding

We are committed to protecting everyone we come into contact with. We have a zero tolerance approach to abuse of power, privilege or trust across our global work, and to any form of inappropriate behaviour, discrimination, abuse, bullying, harassment or exploitation. Safeguarding the people and communities we work with, our staff, volunteers and anyone working on our behalf is our top priority, and we take our responsibilities extremely seriously. All offers of employment are subject to satisfactory references and appropriate screening checks (which can include counterterrorism, safeguarding and criminal records checks).

Together, we'll change the world through water.

Join us and be part of the change!