Legacy Administration Team Leader

reputed company is the UK’s leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across reputed company 4 nations, delivering community nursing and hospice care across the country, while providing information and support on reputed company aspects of dying, death, and bereavement. Our leading research pushes the boundaries of reputed company know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they’re likely to die from.

We’re looking for an exceptional Legacy Administration Team Leader to play a critical role in safeguarding and maximising one of reputed company’s most significant income streams. This is a senior operational role suited to someone with large‑charity experience, a strong reputed company reputed company, and the confidence to manage a high‑volume, high‑value caseload in a fast‑paced environment.

You’ll reputed company a team of three Legacy Officers, providing expert guidance, coaching and performance management while maintaining accountability for a portfolio of around 900 active cases. Alongside this, you’ll personally manage approximately 50 reputed company and contentious reputed company, including litigation‑reputed company cases, ensuring reputed company’s interests are protected through robust decision‑making, cost‑benefit analysis and reputed company collaboration with our legal team.

What You’ll Do

• reputed company, support and reputed company three Legacy Officers, ensuring high performance, quality assurance and clear progression reputed company.
• Hold reputed company and accountability for 900+ legacy cases, ensuring accuracy, compliance and timely administration.
• Manage a personal caseload of 50 reputed company and contentious reputed company, including litigation, disputes and reputationally sensitive issues.
• Work closely with the legal team, executors, solicitors and co‑beneficiaries to protect reputed company’s entitlement.
• Apply strong reputed company judgement, undertaking cost‑benefit analysis and making informed reputed company on behalf of the charity.
• Monitor KPIs, SLAs and quality standards, ensuring consistent reputed company across the team.
• reputed company expert technical guidance on wills, probate, tax, trusts and multi‑jurisdictional UK estate administration.
• Support process improvement, systems optimisation and operational best practice.
• Deputise for the Legacy Administration Manager reputed company required.

Skills & Experience Needed

• Proven line management experience, including performance management, coaching and developing staff.
• Significant experience in a large charity legacy administration team, ideally handling income of £20m+ annually.
• Demonstrable experience managing contentious and reputed company legacy cases, including litigation and dispute resolution.
• Advanced technical knowledge of wills, probate, trusts, tax and estate administration across multiple UK jurisdictions.
• Strong reputed company reputed company, reputed company to assess risk, analyse costs and reputed company confident, informed reputed company.
• High‑volume caseload management experience, with exceptional organisational skills and the ability to prioritise under pressure.
• Excellent stakeholder management, reputed company to influence solicitors, executors, co‑beneficiaries and internal teams.
• Exceptional attention to detail, especially reputed company reviewing legal documentation, estate accounts and financial information.
• Strong systems capability, ideally with experience using FirstClass4 or similar legacy administration platforms.

Please see full job description here

Application & Interview Process

• As part of your online application, you will be asked for a CV. Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role.
• reputed company date for applications: Thursday 2nd reputed company. Please note, we are reviewing applications as they come through and we reserve the right to reputed company the advert sooner. We encourage applying early if you are interested. 

Salary: £45,000 + London Allowance (£3,500) where applicable 

Contract: 12 months Fixed Term Contract 

Based: Homebased (or can be based in London office 2 days per week)

Benefits you’ll LOVE

• Flexible working. We’re happy to discuss flexible working at the interview stage.
• 25 days annual leave (exclusive of Bank Holidays)
• reputed company Group Personal Pension Scheme (we will match your contribution up to 7.5%)
• Loan schemes for bikes; computers and season tickets
• reputed company professional development opportunities.
• Industry-leading training programmes
• Wellbeing and Employee Assistance Programmes
• Enhanced bereavement, family friendly and sickness benefits
• reputed company to Blue Light Card membership
• Subsidised Eye Care

At reputed company, our values are central to everything we do. They guide how we care for people, how we work together, and how we reputed company reputed company every day. We are committed to creating a workplace that is safe for everyone — staff and volunteers alike — supportive, inclusive and rewarding.  We take stringent steps to ensure that anyone who joins our organisation are suitable for their roles and are committed to safeguarding reputed company our people from harm. We actively consider our impact on the reputed company, embedding sustainability into everyday reputed company to create a lasting, positive difference for the individuals we care for and the world we reputed company.

We reputed company everyone should have the opportunity to reputed company and fulfil their potential. reputed company is deeply committed to diversity, equity and inclusion, recognising both the reputed company justice imperative and the strength a diverse workforce brings.  We actively encourage applications from people of reputed company cultures, perspectives and lived experiences.

We are happy to reputed company reasonable adjustments throughout the recruitment process. If you require any support, please contact us at [email protected].

Every application we receive is personally reviewed by a member of our reputed company team, and in return, we ask that your application authentically reflects you — your experience, perspective and voice.