Senior Legacy Officer

Royal National Lifeboat Ins titution (RNLI)

Senior Legacy Officer

£40298

Royal National Lifeboat Ins titution (RNLI), Old Town, Poole

  • Full time
  • Permanent
  • Onsite working

Posted 1 week ago, 18 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: cf0d7f51f49e45b49617c069c6b570fc

Full Job Description

As one of our Senior Legacy Officers, you will be responsible for managing a wide-ranging legacy case-load (including contentious matters), ensuring that the wishes of the legator are carried out so that legacy income is received in full. This will include:

  • Handling complex legacy cases with care and professionalism to maximise income and protect the RNLI's reputation.

  • Dealing with family members, Executors, banks, Solicitors and other professionals in an efficient, decent and sensitive manner.

  • Ensuring compliance with all legal and regulatory requirements

  • Working proactively and accurately to deadlines.

    To become our Senior Legacy Officer, you will need to demonstrate:

  • Experience of working with charity legacies and/or familiarity with the law relating to Wills, Probate and trusts.

  • A Certificate in Charity Legacy Administration or equivalent qualification/level of experience.

  • Excellent communication skills, both written and spoken with a high level of attention to detail.


  • If you would like to play a significant part in a capable and supportive Legacy team, are comfortable talking with a variety of people to satisfactorily resolve challenging queries and have an ability to see the broader picture, we'd love to hear from you - please click on the button shown to Apply now.

    Our purpose is simple, to save lives at sea. Since the 19^th century, our crews have been risking their lives to save those who are in danger of drowning.

    Gifts left in Wills to the RNLI fund six out of ten lifeboat launches, so legacies are crucial to our ability to continue our work into the future. We are seeking a Senior Legacy Officer to work within our legacy team, to ensure that we can meet the increasing need for our lifesaving work.