Legacy Assistant/Executive - Charities & Private Wealth Disputes

Legacy Assistant/Executive Location: Exeter, Bristol or Manchester Working Pattern: Full-time Role Overview Join our growing Legacy Income Management team and help charities secure the income that powers their mission. We manage over £200M in legacy income for organisations of all sizes, offering flexible support during busy periods, complex estates, and unexpected spikes in workload. With access to specialist legal expertise across the firm, you’ll play a key role in ensuring clients receive accurate, efficient, and empathetic support. Responsibilities * Deliver high-quality, tailored legacy administration support as part of the Legacy Income Management team, acting as a trusted partner to a diverse portfolio of charity clients. * Manage a varied caseload ensuring legacy income is secured efficiently while balancing legal obligations with empathy and sensitivity. The exact nature of the caseload will vary depending on experience and may include pecuniary, residuary, and complex or contentious cases. * Proactively progress estate matters, reducing delays and unlocking income for clients in a timely manner. * Build and maintain strong relationships with charity clients, representing them with professionalism, care, and a client‑centric approach. * Act as an extension of clients’ teams by providing bespoke, responsive support aligned to their individual needs and priorities. * Apply strong attention to detail and high‑level numerary skills to monitor and reconcile income, identify estate account issues, review estate valuations, and ensure compliance with legal and regulatory requirements. * Contribute to maximising the value of charitable gifts for our clients through thorough case management and financial oversight. * Collaborate with our wider team, including our contentious probate, charity probate, property, and governance specialists, to deliver comprehensive support to clients. * Actively contribute to team knowledge‑sharing and continuous improvement initiatives to ensure our clients receive high‑quality support. What we’re looking for * Strong organisational and database skills, with confidence managing information accurately. * Experience in legacy administration or a clear motivation to develop in this field. * Curiosity about Wills, Probate and Trust law and a willingness to build expertise. * Excellent communication skills and a warm, empathetic approach when working with families and stakeholders. * Interest in working towards an ILM Certificate in Charity Legacy Administration or similar qualification. * Commitment to high‑quality client care and relationship‑building. * Confidence working in a digital environment and adapting to new systems and processes. * A proactive, collaborative mindset with a commitment to innovation and continuous improvement. What if I dont tick every box? We’re not box tickers. We appreciate the need for everyone to find a role that challenges them and gives them room for growth. If you bring transferable skills and a fresh perspective, we’d love to hear from you. If this role excites you and you have the skills to succeed, we encourage you to apply. Join a seriously ambitious firm * An ambitious growth strategy that opens up opportunities for our people to make their mark. * A client base that spans household names, thriving startups, and ambitious enterprises. * A culture built on our values of being refreshingly human, entrepreneurial, inclusive and collaborative. * A strong focus on being a responsible business with a commitment to sustainability and giving back to our communities. * Comprehensive professional development and training – whatever your role and level we have training that will support you to achieve your goals. Progressive benefits tailored to you * Competitive salary and performance‑linked bonus. * Employee sabbaticals. * Enhanced parental leave policies. * Private healthcare and wellbeing initiatives (mental health support, gym memberships). Equal Opportunities & Diversity We are proud to be an Equal Opportunities Employer. As part of our commitment to diversity and inclusion, we invite applicants to complete optional demographic questions. Any information you choose to share will be anonymised and not linked to your application. For applicants in Northern Ireland: To meet our obligations under the Fair Employment & Treatment (NI) Order 1998, we monitor community background and sex to promote equality of opportunity. While you’re not required to answer these questions, we encourage you to do so. Your responses will be used anonymously for reporting to the Equality Commission and will not influence any recruitment or employment decisions. Community Background: In Northern Ireland, individuals are often perceived as belonging to either the Protestant or Roman Catholic communities, regardless of religious practice. If this section is left blank, we may use the residuary method to determine community background based on the personal information in your application. To find out more about Diversity and Inclusion at our firm. J-18808-Ljbffr