Senior Legacy Officer (Internal only)

Internal vacancy

In line with our values and our commitment to supporting the development and progression of our people, this opportunity is currently only available to RNLI staff and volunteers. If we are unable to make an appointment through this process, we will consider opening the role to external applicants. #LI-DNI

About us

Our purpose is simple: to save lives at sea. 24 hours a day, every day, RNLI lifesavers are ready to launch to the rescue. Gifts left in Wills to the RNLI fund six out of ten lifeboat launches, so legacies are crucial to our ability to continue our work into the future. We are seeking a Senior Legacy Officer to work within our legacy team, to ensure that we can meet the increasing need for our lifesaving work.

Your role

As one of our Senior Legacy Officers, you will be responsible for managing a wide-ranging legacy case-load (including contentious matters), ensuring that the wishes of the legator are carried out so that legacy income is received in full. This will include:

• Handling complex legacy cases with care and professionalism to maximise income and protect the RNLI’s reputation.
• Dealing with family members, Executors, banks, Solicitors and other professionals in an efficient, decent and sensitive manner.
• Ensuring compliance with all legal and regulatory requirements
• Working proactively and accurately to deadlines.

About you

To become our Senior Legacy Officer, you will need to demonstrate:

• Experience of working with charity legacies and/or familiarity with the law relating to Wills, Probate and trusts.
• A Certificate in Charity Legacy Administration or equivalent qualification/level of experience.
• Excellent communication skills, both written and spoken with a high level of attention to detail.

If you would like to play a significant part in a capable and supportive Legacy team, are comfortable talking with a variety of people to satisfactorily resolve challenging queries and have an ability to see the broader picture, we’d love to hear from you - please click on the button shown to Apply now.

Safeguarding and referencing

The RNLI is committed to safeguarding; protecting a person’s health, wellbeing, and human rights, enabling them to live free from harm, abuse, and neglect. We expect all employees and volunteers to share this commitment and have a zero-tolerance approach. The suitability of all prospective employees and volunteers will be assessed during the recruitment process in line with this commitment. This will include reference checks at offer stage and relevant criminal record checks being carried out dependent on the eligibility of the role. (England & Wales; DBS check, Scotland; Disclosure Scotland PVG, Northern Ireland; Access NI, Republic of Ireland; Garda Vetting; International, International Child Protection Certificate process).

Diversity at the RNLI

Our staff and volunteers have been saving lives at sea without prejudice for 200 years. We respect and value diversity of background, skills and perspectives within our teams, and consider it essential to help us deliver a world-class lifesaving service. We are an inclusive organisation and welcome applications from everyone. In addition to having the skills needed for the role, we also look for applicants who share our commitment to living our RNLI values (trustworthy, courageous, selfless, and dependable), and helping us work towards Our Vision: To save Every One.