Legacy Income Manager

New Yesterday

Legacy Income Manager Permanent Full time (34.5 hours) Hybrid between home and our  London Office £38,000 - £42,000 per annum
About us At Macmillan you'll find talented people working together to do whatever it takes to support people living with cancer. We're going all out to find even better ways to help even more people who need our support. Our values are at the heart of who we are and everything we do, inspiring our thinking and guiding our actions.
About the role We are currently seeking an experienced Legacy professional with a good understanding of charity legacy administration, to assist Macmillan in receiving its rightful entitlements from gifts in supporters' wills in a timely manner, by collaborating with executors and other charities to maximize the value of each gift whilst also aiming to enhance the charity's reputation.
The postholder will manage a caseload of higher value, residuary, specific and trust gifts, ensuring executors, family, and friends have a positive experience with Macmillan as a beneficiary. Responsibilities include accurately recording data, creating valuations per the Charity Commission’s SORP 2019 and Macmillan’s Legacy Income Recognition Policy, and assessing any conditions on gift usage. Communication with executors and co-beneficiaries will occur via letters, emails, and phone calls. Additionally, you will gather stories to promote legacy giving and adhere to all data protection laws.
About you We’re looking for someone with the following skills and experience: Understanding of Charity Legacy Administration and/or Estate Administration within private practice and/or have done electives in Probate as part of a law degree or Graduate Diploma in Law. Strong written and verbal communication skills including a confident and welcoming telephone manner. Strong relationship building skills. Knowledge of data protection law. Technology Skills, including working knowledge of the Microsoft Office suite.
About our benefits 25 days holiday plus flexible bank holiday options, increasing by 1 day every year of service up to 30 days Pension matched up to 7.5% 120+ learning and development offers, with access to external professional qualifications Flexible working patterns, such as compressed hours, flexibility to work earlier or later around our core working hours of 10am-4pm Holiday buying and selling scheme, life insurance, free wills, retail discounts and much more
Recruitment Process Application deadline: Tuesday 29th July 2025
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed.
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Location:
London, Greater London
Job Type:
FullTime

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