Legacy Management Officer

As a Legacy Management Officer youll take ownership of a substantial and varied caseload of legacy files dealing with everything from straightforward pecuniary and specific bequests through to complex residuary estates life interests and contentious cases. Youll be responsible for making sure RBL receives what it is entitled to using your knowledge of wills probate trusts and taxation to scrutinise estate accounts challenge discrepancies resolve issues and make sound decisions throughout the administration of each estate. With a caseload of up to 250 files no two days will look quite the same and youll have the autonomy to manage your work assess risk and decide when an issue needs further investigation or escalation.

Come and be part of the leading Armed Forces charity making a difference to the lives of those who have served to keep us safe and protect our way of life.

The role goes well beyond routine legacy administration. Youll deal directly with solicitors executors other charities and professional advisers negotiating where interests overlap and taking the lead on shared or more complex estates where required. Youll have the opportunity to work on contentious matters claims against estates ex gratia requests foreign assets and tax or domicile issues as well as attending negotiations mediations settlement meetings and Court hearings alongside RBLs legal representation. Youll also work closely with colleagues across the Legion to ensure restricted and wish legacies are handled correctly while providing accurate financial information and insight to support reporting across Fundraising Finance and the Executive Board.

Were looking for someone with strong experience in wills probate and trusts or established legacy casework who is comfortable interpreting complex Will clauses and applying the law in practice. Youll need the judgement to spot a problem in an estate account the analytical ability to work out what needs to happen next and the confidence to challenge or negotiate when RBLs interests need protecting. Attention to detail is critical but so is being able to build effective relationships with solicitors executors charities and colleagues. This would suit someone who enjoys the technical side of legacy administration is confident managing their own workload and wants a role where their expertise decision-making and knowledge of the sector can be applied to a genuinely varied portfolio of estates.

You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.

Employee benefits include -

• 28 days paid holiday (plus bank holidays) increasing with service with optional annual leave purchase scheme of up to 5 working days
• Enhanced paid maternity paternity and adoption leave
• Generous pension scheme with employer contributions ranging from 6% to 14% depending on length of service
• Range of flexible working options may be available depending on your role
• Employee Assistance Programme providing confidential counselling financial and legal advice
• Range of courses delivered by learning specialists to support your development goals and objectives
• Opportunities to volunteer
• Travel loans Cycle to Work and more!

For more detailed information about the role please see the Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

As part of our commitment to inclusion we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.

If you require the job advert orjob description in an alternative format pleasecontact0.

Since 1921 the Royal British Legion has been dedicated to supporting members of the Armed Forces community and we will continue to be there for as long as we are needed ensuring their unique contribution is never forgotten.

As the UKs largest Armed Forces charity we are proud to have over 180000 members 110000 volunteers 1900 employees and a wide network of partners and charities working together to provide lifelong support whatever the need and whenever it is required.

We are committed to supporting our people through flexible and hybrid working where possible a strong focus on wellbeing and opportunities to develop skills and grow careers while making a meaningful impact.

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