Legacy Administration Manager - contract
6 days left
- Full Time
We are looking for a Legacy Administration Manager for a 9 month maternity contract to lead on strategy for the protection and optimisation of legacy income, for a well loved charity in Horsham.
A well known and well loved charity. Joining a large, successful team.
Each Legacy Administration Manager role will have line management responsibility for 3/4 Legacy Officers. Each Legacy Officer will manage a caseload of approximately 350 cases with an estimated value in excess of 25 million per Legacy Officer.
The nature of the caseload will include work of a contentious nature and issues on the law of Wills, Tax, Trusts, Contentious and Non Contentious Probate, Charity and Property Law and cross-border estate issues, including tax implications and the potential legal ramifications for the Society of accepting a foreign inheritance.
Develop, lead and manage the team of Legacy Officers to ensure optimisation of legacy income, to include identifying, managing and driving projects and initiatives which enhance the efficiency of the department .
Help with identification, development and implementation and review of policies to improve working practices in order to mitigate risk and enhance efficiency.
Responsible for managing Statutory Will applications and the associated legal process
Responsible for monitoring and reviewing the indemnity register to ensure accurate reporting and control of potential financial liabilities
Familiar with handling contentious and often sensitive issues and needs strong analytical skills and an ability to get to the point of issues quickly and is required to take well-founded decisions after balancing arguments/risks.
Qualified Lawyer e.g. Fellow of the Chartered Institute of Legal Executives, Solicitor, Barrister currently recognised by their appropriate regulatory body and who has an in depth knowledge of the law of Wills, Tax, Trusts, Probate, Property and Charity.
Proven ability to provide strategic direction and team leadership across a specialist fundraising area.
Experience of working in a large charity or in private practice dealing with Wills, Trusts, Tax and probate matters.
Good knowledge of the pre action protocols relating to probate disputes (ACTAPS) and the Civil Procedure Rules.
Proven ability to assess risk and profitability.
High awareness of reputational issues.
Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.
We apologise that we cannot contact everybody in person but thank you in advance for your interest.
Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.