Legacy Administration Officer

Job Summary

Gifts in Wills are an essential part of The Myton Hospices' fundraising, enabling us to continue supporting patients and families across Coventry and Warwickshire.

As a Legacy Administration Officer, you'll play a vital part in securing this income and ensuring supporter and stakeholder relationships are developed and supported.

This is a part‑time position (15 hours per week, Monday‑Friday office hours) based in our Warwick Hospice.

• Well‑developed administrative skills and high level of attention to detail.
• Excellent written and verbal communication skills to effectively communicate with trustees, executors and the public.
• Well organised with an understanding of legal aspects of probate and estate law.
• Right to work in the UK.

We are committed to building an inclusive workplace and encourage everyone to bring their true selves to work. We particularly welcome applications from people with disabilities and from ethnic minorities who are under‑represented in our hospices.

Our interview process is inclusive and transparent: we share interview questions with all candidates in advance, and you may bring any notes to your interview. Let us know if any adjustments are required.

We provide specialist care and support for people with life‑limiting illnesses and their loved ones, from diagnosis to end of life, through three hospices, community services and 25 charity shops across Coventry and Warwickshire.

• Enhanced employer pension contribution
• 28 days annual leave + bank holidays, increasing with long service
• Additional leave purchasing
• Winter savings club
• Blue Light Card discount scheme
• Death in service benefit
• Dedicated wellbeing team & mental health first aiders
• Colleague Support Service: confidential financial, legal & mental health support
• Cycle to work scheme
• Free on‑site flu jabs
• Free feminine hygiene products
• 24/7 GP access
• Free eye tests
• #Doing Our Bit  online fitness and wellbeing platform
• Menopause support

• Maintain records of all legacies notified to Myton.
• Monitor notification reports and examine estate accounts to ensure Myton receives its bequest.
• Ensure smooth administration of estates and expeditious receipt of income.
• Liaise with solicitors and executors on progress of estate administration; main contact for correspondence.
• Address or identify inheritance tax / probate implications for Myton.
• Provide instructions on property / share sales, in liaison with the Director of Strategic Partnerships & Major Philanthropy.
• Correspond with co‑beneficiaries to gather information and decide best actions.
• Maintain and update paper and fundraising database files.
• Prepare monthly legacy updates for the Director of Strategic Partnerships & Major Philanthropy.
• Support the Individual Giving Team with the overarching legacy plan.
• Build effective relationships with supporters to maximise income and ensure a great supporter experience.
• Attend legacy events and supporter engagement activities where required.
• Assist with communication and correspondence for the Director of Strategic Partnerships & Major Philanthropy.
• Organise and book fundraising meetings as agreed.
• Take minutes at meetings, write up notes and circulate to the fundraising team.
• Help run campaigns and initiatives as needed.
• Participate in annual appraisal and training as identified.
• Participate in mandatory training appropriate to the post.
• Abide by the policies and procedures of The Myton Hospices.
• Complete any other duties commensurate with the post.

Essential Skills and Attributes:

• High level of computer literacy, especially Microsoft Office.
• Clear, articulate written and verbal communication.
• Excellent people skills, negotiation and adaptability to diverse audiences.
• Efficient, organised, methodical with eye for detail.
• Ability to work independently and in a team.
• Flexible, able to multitask and work well under pressure.
• Professional and approachable.
• Enthusiastic and committed.

Essential

Experience:

• Customer service / donor care experience.
• Experience managing a varied diary and workload.
• Experience working to deadlines.
• Right to work in the UK.

Desirable:

• Fundraising experience.
• Experience with databases.
• Legacy administration experience in a charity or legal firm.
• Experience in estate law and inheritance tax (IHT).
• UK driving licence and vehicle access.

This post requires a Disclosure and Barring Service check under the Rehabilitation of Offenders Act 1975.

• The Myton Hospices
• Myton Lane, Warwick, Warwickshire, CV34 6PX
• Website: https://(Use the "Apply for this Job" box below)./

• Date posted: 31 December 2025
• Salary: £24,789 per year (FTE); £9,915 pro rata for 15 hours per week.
• Contract:
  
  Permanent
• Working pattern:
  Part‑time (15 hours per week, 2–3 days.)
• Reference number: B0268‑25‑0032