About this role
Role Overview
- Effectively manage a mixed caseload of residuary, reversionary and discretionary cases, to include some complex and contentious cases.
- Develop strong working relationships with key internal and external stakeholders, including both professional and personal executors, to ensure cases are managed in an effective but sensitive manner.
- Support on development of annual income forecast, reforecast and legacy pipeline.
- Work closely with team members to share ideas and identify opportunities to streamline ways of working and improve efficiency.
- Champion WaterAid’s commitment to equity, inclusion and safeguarding.
Requirements
- Recognised legacy management qualification such as the Institute of Legacy Management Certificate in Legacy Administration (CICLA) or qualified private client solicitor with relevant experience.
- Proven experience of working in a similar charity and/or legal probate role.
- Good understanding of Probate and Trust Law, particularly income tax, inheritance tax and capital gains tax, and knowledge of relevant Charity Law legislation.
- Proven ability to make decisions quickly and confidently, using initiative and judgement
- Although not essential, we’d prefer you to have: An empathy with overseas development issues.
Benefits
- 36 days’ holiday (including 8 Bank Holidays)
- Option to buy an extra 5 days’ annual leave
- Employer pension contribution up to 10 %
- Flexible and hybrid working arrangements
- Season ticket loan
- Free annual eye tests
- ‘Give as you Earn’ charitable giving scheme
- Enhanced parental leave (maternity, adoption/surrogacy, shared parental and paternity)
- Sabbaticals
- One paid volunteer day each year