Description
Job Title: Legacy Consultant (level based on experience)
Ready to take your career to the next level?
We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and let’s shape the future together.
* We are in a period of exclusive direct sourcing for this role and are not currently accepting applications from recruitment agencies.
_______________________________________
The role in 60 seconds
- Role: Legacy Consultant
- Team: Legacy Income Management Team
- Location: Exeter, Bristol, London, Manchester - hybrid working available with an expectation of office attendance once a month.
- Working Pattern: Full-time/Part-time/Flexible
Why this role matters: 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.
________________________________________
In this role, you’ll:
- 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, resolve identity and estate account issues, review estate valuations, and ensure compliance with legal and regulatory requirements.
- Contribute to maximising the value of charitable gifts for our client 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:
We are looking for a motivated and client-focused individual who thrives in a fast-paced environment and can demonstrate:
- Experience in using and maintaining databases, with strong organisational and data management skills.
- Previous experience in legacy administration, or a genuine interest in developing within this area, with familiarity with systems such as First Class 4 (or similar case management platforms).
- A basic understanding of Wills, Probate, and Trust law, or a clear willingness to build expertise in these areas.
- Excellent communication and collaboration skills, with the ability to work effectively across teams and with external stakeholders.
- Progression towards, or an interest in undertaking, an ILM Certificate in Charity Legacy Administration or similar professional qualification.
- A sensitive and empathetic approach when dealing with bereaved families, donors, and other stakeholders connected to legacy gifts.
- Proven ability to build and maintain strong client relationships, delivering a high standard of client care.
- Experience of, or a desire to develop, operating within a modern digital environment, with the ability and motivation to adapt to a law firm setting, including its systems, processes, and expectations around client service.
- A proactive and collaborative mindset, with a shared commitment to innovation and continuous improvement.
_______________________________________
What if I don’t 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
At Foot Anstey, we’re committed to making a difference for our people, our clients, and society. Here’s what makes us stand out:
- 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
We believe our people are our greatest asset. That’s why we offer a comprehensive benefits package designed to support your professional growth and personal wellbeing, including:
- Competitive salary and performance-linked bonus.
- Employee sabbaticals.
- Enhanced parental leave policies.
- Private healthcare and wellbeing initiatives (e.g., mental health support, gym memberships).
- An open, flexible working environment.
- For a full list of our competitive benefits package, please click here
________________________________________
Ready to apply?
- Hit the “Apply Now” button.
- Send us your CV and a quick note on why this role is perfect for you.
- Our team will review your application and be in touch, whatever the outcome.
- Invited for interview?
- With a straightforward process typically involving two interviews, our talent acquisition team will guide you through every step, ensuring you feel confident and prepared to show us what you can do.
- We’re here to support your individual needs. If you require any adaptations or adjustments, we’re more than happy to accommodate these. Before your interview, we’ll contact you to discuss the themes we’ll cover and answer any questions you might have.
- If you’d like to visit our offices prior to your interview or would like help testing your kit for your virtual interview, just let us know.
Let’s make your next career move the start of something extraordinary.
Similar jobs
Est. 30,000 GBP
Job Title: Legacy Assistant/Executive Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and let…
Est. 65,000 GBP
Job Title: Technical Delivery Manager - Core Infrastructure and Applications (FTC) Ready to lead meaningful technology delivery and make your mark at a forward-thinking law firm? We’re one of the UK’s most forward-thinki…
Est. 65,000 GBP
Job Title: Technical Delivery Manager – Software & Data Engineering (FTC) Be part of the team delivering the technology, data and digital solutions that will shape the future of Foot Anstey. We’re one of the UK’s mos…
Est. 55,000 GBP
Job Title: Business Development Manager Ready to drive growth, build meaningful client relationships and make your mark at one of the UK's most ambitious law firms? We’re one of the UK’s most forward-thinking law firms,…
Est. 65,000 GBP
Job Title: Senior Business Development Manager Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us…
Est. 45,000 GBP
Job Title: Content & Campaigns Manager Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, an…
Est. 35,000 GBP
Job Title: Senior Events Executive (FTC) Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and…
Est. 25,000 GBP
Job Title: Business Services Assistant Ready to take your customer service and admin career to the next level in a dynamic law firm? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovat…
Est. 35,000 GBP
Job Title: HR Advisor Are you ready to step into an HR Advisor role where you'll add value from day one and help drive a progressive, high-performing people function in a growing national law firm? We’re one of the UK’s…
Est. 60,000 GBP
Job Title: Associate/Senior Associate – Planning Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join…
Est. 25,000 GBP
Job Title: Executive Team Assistant Are you an aspiring Executive Assistant? Start your career with us. We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambit…
Est. 60,000 GBP
Job Title: Senior Bids Manager Shape winning strategies. Influence major opportunities. Help drive the future growth of Foot Anstey. We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovat…
Est. 65,000 GBP
Job Title: Product Owner -– Legal Innovation & Technology Solutions Join us and help shape the future of legal services through innovation! We’re one of the UK’s most forward-thinking law firms, built on a foundation…
Est. 90,000 GBP
Job Title: Managing Associate or Principal Director Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Jo…
Est. 90,000 GBP
Job Title: Pensions Senior Associate or Managing Associate Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambit…
Est. 60,000 GBP
Job Title: Associate / Senior / Managing Associate – Commercial Property Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaborat…
Est. 90,000 GBP
Job Title: Corporate (Energy, Infrastructure and Real Asset Investment) Senior Associate or Managing Associate Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on…
Est. 55,000 GBP
Job Title: Solicitor - Real Estate Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and let’s…
Est. 65,000 GBP
Building a Brand Starts with a StoryFIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have ut…
Est. 60,000 GBP
About us GoCardless is a global bank payment company. Over 100,000 businesses, from start-ups to household names, use GoCardless to collect, manage and send bank payments through Direct Debit, real-time payments and open…
Est. 85,000 GBP
About us At Design Bridge and Partners, part of WPP, we design brands with the power to move. Pulling people towards them with an irresistible force that compels and connects. With 900 creative minds across 17 studios wo…
Est. 45,000 GBP
Who we are: Burson, part of WPP, is the global communications leader built to create value for clients through reputation. With highly specialized teams, industry-leading technologies and breakthrough creative, we help b…
Est. 120,000 GBP
Alpha FMC is the leading global consultancy to the Wealth & Retail Investment, Asset Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset & Wealth Management firms by AUM,…
Est. 85,000 GBP
About us At Design Bridge and Partners, part of WPP, we design brands with the power to move. Pulling people towards them with an irresistible force that compels and connects. With 900 creative minds across 17 studios wo…
Est. 55,000 GBP
Building a Brand Starts with a Story FIRST is a leading global brand experience agency providing Content, Creative, Digital Technology, Management & Delivery, and Data & Insights services. For 30 years, we have u…
Est. 80,000 GBP
Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are yo…
Est. 55,000 GBP
Who we are Since 1843, The Economist Group has championed independence, excellence and openness, helping people understand and tackle the critical challenges shaping the world. Today, we are building on that legacy as a…
Est. 120,000 GBP
About Baringa Baringa is a global consulting firm that partners with leaders to drive change and create value. With deep industry expertise, and enabled by advanced technology, the firm helps clients to deliver with grea…
Est. 65,000 GBP
About us At Design Bridge and Partners, part of WPP, we design brands with the power to move. Pulling people towards them with an irresistible force that compels and connects. With 900 creative minds across 17 studios wo…
Est. 85,000 GBP
Social Strategy Director Location: LondonDepartment: PR, Social & InfluenceReporting Into: Group Head of StrategyFull Time / Part Time: Full TimeContract Type: 12-month Fixed Term Contract About the Role This is an e…