Summary. We are looking for a committed legacy professional to lead our legacy administration function through an exciting period.
As well as being responsible for the accurate and timely processing, recording and optimisation of all our legacies and bequests (approximately 450 / year), this role also holds delegated responsibility from our Trustees to make key decisions and is the primary source of reporting on our legacies performance and outlook -
supporting strategic financial decision making. With income from legacies reaching nearly £17m in 2017, this is a truly critical role.
Package. What we can offer you : . Generous annual leave starting at 25 days plus bank holidays. A Cash Healthcare Plan (giving you up to £1,600 towards a range of out of pocket health expenses like new glasses, dentist, chiropractor or osteopath appointments).
Early finish Friday and flexible working. Discounts on gym membership and days out. Employee assistance programme to give you support on any issues that come up in life.
Annual season ticket loan. Very active social scene including sport teams, gardening and other activities. Generous pension provision, life assurance and permanent health insurance.
Main Responsibilities. The post holder reports into the Head of Finance and will be located at Diabetes UK's London office within the Business Partnering team, part of the wider Finance team.
They will line manage the Senior Legacy Officer and be responsible for their development in the role. The right person will be joining us at an exciting time for the organisation as we consider our next 5 year strategy.
They will be part of an effective and highly collaborative Finance team and work in close partnership with colleagues in Engagement & Fundraising.
They will be empowered to make improvements and lead development of the legacies administration function. Ideal Candidate.
We are looking for a professional educated to law degree or equivalent level and ideally with an Institute of Legacy Management Certificate in Charity Legacy Administration (or similar).
The ideal candidate will have experience of legacy management within a charity setting, will be an experienced and capable people manager and will be comfortable manipulating and analysing data in Microsoft Excel.
Experience of legacy management system First Class would be a bonus. The successful candidate will be a skilled and sensitive communicator, who constantly strives to make improvements and who wants to support Diabetes UK to realise their aims.