Legacy Manager

🕒 June 8

🏢🏡 London – Hybrid

💵 £47.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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WaterAid

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1981

🤲 Charity

🤝 Non-profit

🌍 Social Impact

💰 $4.3M Grant on 2018-06

Charity • Non-profit • Social Impact

WaterAid is an international not-for-profit organization committed to ending the global water, sanitation, and hygiene crisis for everyone, everywhere. Founded in 1981, WaterAid strives to provide clean water, decent toilets, and good hygiene to improve global health and break the cycle of poverty. Collaborating with local partners, communities, governments, and service providers, WaterAid seeks sustainable solutions to ensure access to these basic needs. The organization has made significant progress by reaching millions with clean water and sanitation facilities, and it continues to advocate and promote hygiene education globally. WaterAid has a vision of a world where all individuals have access to safe and sustainable water, sanitation, and hygiene, aiming for a future where no charity of its kind is needed.

📋 Description

• 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.

🎯 Requirements

• 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 • Although not essential, we’d prefer you to have: 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