Legacy Manager

Overview

Legacies form a key source of income for the British Heart Foundation (BHF), raising approximately £100m a year for life‑saving research.

• Manage casework in accordance with the law, best practice, and BHF’s processes and procedures.
• Collaborate with internal and external stakeholders.
• Provide technical guidance to colleagues and potential legacy givers.
• Line manage two Assistant Legacy Officers and the Legacy Administrator.
• Deputise for the Head of Legacy Management.

• Extensive experience in legacy management within the charities legacy sector, or a Qualified Private Client Solicitor, or a Qualified member of the Society of Trust and Estates Practitioners, or a Qualified Chartered Legal Executive with experience of Wills and Probate.
• High levels of empathy and belief in the BHF’s work, and the ability to develop strong relationships with colleagues and contacts.
• Previous line management experience and first‑class leadership skills.
• A self‑starter with excellent communication and strong interpersonal skills.
• High levels of financial numeracy, previous experience in a fast‑paced environment, and excellent IT skills.
• Exceptional attention to detail, strong time‑management abilities, and the capability to prioritise workload and deliver to deadlines.

This is a 12‑month fixed term contract covering family leave. We are looking for someone to work 32 hours per week, with flexibility around this working pattern. This is a hybrid role, where your work will be split between home and at least one day per week in our London Office, with flexibility as required.

Our people are at the heart of everything we do. By funding research across six decades, we’ve helped keep millions of hearts beating and millions of families together. We’re investing in ground‑breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer.

We are committed to fostering a workplace where everyone feels valued and supported. Embracing different perspectives and backgrounds strengthens our organisation and empowers us to make a real difference together.

• 30 days annual leave plus bank holidays.
• Private medical insurance, dental health cover, and money towards gym membership.
• Pension scheme with employer contribution up to 10%.
• Full pay for 12 weeks for family leave including maternity, paternity and adoption leave.
• Life assurance.
• Extra paid leave of up to 10 days to support colleagues who may need more time off work to look after themselves or others close to them.

The interview process will consist of two stages. First stage interviews will be held over MS Teams on 16 Feb. For those successful, second stage interviews will take place on the week commencing the 23 February.

It’s quick and easy to apply for a role at the BHF. Just click the apply button below. You will need an up‑to‑date CV and a supporting statement outlining your interest in the role and how you meet the role’s criteria.