You will administer and manage legacies left to the Woodland Trust, ensuring that all legacy income around thirty million pounds is secured, protected and maximised. You will support the strategic objectives of the Legacy Income Management Team and play a key part in safeguarding the Trust’s largest income stream.

You will be required to work from the Grantham Head office no more than once a month on average. Occasional travel to other offices and remote locations may also be required.

• Manage a complex caseload of legacy files, including pecuniary, residuary, specific gifts, and life interest trusts, protecting income where legal challenges arise.
• Recruit, line manage, and mentor the Legacy Assistant, providing ongoing support and guidance.
• Maximise legacy income through proactive case management and strategic decision making.
• Deputise for the Legacy Income Manager and support team leadership and mentoring.
• Provide legal and advisory support on legacy related matters to internal stakeholders.
• Monitor legacy notifications and income, supporting forecasting, reporting, and audit requirements.
• Collaborate with fundraising teams to enhance legacy journeys and secure future pledges.
• Contribute to policy development, process improvements, and data quality initiatives.

For the full job description, including the keys areas of responsibilities and accountabilities, please click the 'apply now' button.

People of colour and disabled people are currently under represented across the environment and conservation sector. If you identify as a person of colour and or disabled, we particularly encourage you to apply. Please contact us to discuss any additional support or adjustments you may need to complete your application.

• Experience in legacy management or administration and or Wills, Probate and Trust law.
• Background working in a charity legacy management team.
• Skilled in case management systems ideally First Class Four and Microsoft Office.
• Proven ability to manage residuary estates, probate disputes, and complex caseloads.
• Experience managing, mentoring, and advising colleagues.
• Strong stakeholder relationship building skills across internal and external teams.
• Knowledge of probate, tax, charity, and data protection law relating to estate administration.
• Qualified in legacy administration for example having the Institute of Legacy Management (ILM) Certificate in Charity Legacy Administration and or other legal qualifications.

For the full person specification, please click the 'apply now' button.

Disclaimer: We will be interviewing for this role as suitable applications are received and may close this role before the closing date upon a successful candidate being appointed.