Head of Legacy Administration - National Trust : Job Details

***INTERNAL APPLICANTIONS ONLY PLEASE*** We’re looking for a Head of Legacy Administration to lead our Legacy Administration team, with responsibility for the proactive management of the legacies left to us.Legacies look after circa £60 million of our income each year, funds which are critical to help us protect our special places but our ambitions don’t stop there. We want to increase that to £100 million a year by 2040 and our recent investment in legacy development will build this pipeline of future gifts. 

Probably not what you think. We work with dedicated people in inspiring places and can make a difference every day. We have big ambitions, value creativity and diversity and want to work together in new and innovative ways. We look after our places for ever, for everyone. We know the positive impact they have on people’s lives because places matter, to our wellbeing, our spirit and our relationships.   Your contractual location will be our head office in Swindon and there will be an expectation for you to attend the office. However, there is flexibility on where you are based at other times. You will be required to work at a National Trust location for 40-60% of your working week. This will be discussed in more detail at interview.

This role impacts our largest fundraised income stream. You’ll be responsible for the strategic direction of the team and managing and optimising legacy income. You’ll ensure excellent communication with executors and the families of our legators and grow our reputation for efficient, impactful and sensitive legacy administration.   In order to achieve this, you’ll need to fully understand the importance of implementing the right systems and processes to meet compliance requirements. You’ll ensure the team always delivers best practise and have the confidence to demonstrate your decision-making processes to internal stakeholders to ensure legacies are spent in line with donor’s wishes and legal claims and disputes are managed robustly and sensitively.

We’d love to hear from you if you have; 

• Significant experience of probate and legacy administration. 

• Are comfortable working under pressure  

• Detailed working knowledge of probate, property and charity law  

• Experience of mediation and dealing with contentious legacy issues. 

• Comfortable setting strategic direction as dealing with operational issues such as managing budgets, leading high performing teams and building strong stakeholder relationships both internally & externally.  

The National Trust has the motto ‘For everyone, for ever’ at its heart. We’re working hard to create an inclusive culture, where everyone feels they belong. It’s important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we’re for everyone, we want everyone to be welcome in our teams too.

•Substantial pension scheme of up to 10% basic salary

•Free entry to National Trust places for you, a guest and your children (under 18)

•Rental deposit loan scheme

•Season ticket loan

•EV car lease scheme 

•Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts

•Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria.

•Flexible working whenever possible

•Employee assistance programme

•Free parking at most Trust places

Click here to find out more about the benefits we offer to support you.