Assistant Legacy Officer

We re looking for an Assistant Legacy Officer to join our sector-leading Legacy Management Team. This is a unique opportunity to help steward one of the most meaningful forms of giving - ensuring every legacy is honoured with care, precision, and respect.

In this vital role, you ll:

• Manage your own caseload of pecuniary legacies, ensuring accurate and timely administration.
• Liaise with solicitors, executors, and supporters to resolve queries and uphold our legacy policies.
• Support the team in maintaining BHF s reputation as a trusted and professional legacy recipient.
• Help maximise income from bequests, directly supporting our life-saving research.
• Demonstrate ability to engage sensitively with bereaved families.
• Confidently balance workload demands and ensure completion within required timeframes.

Legacies account for over half of our income, making this role central to our mission to beat heart and circulatory diseases for good.

About You

You ll have experience in legacy administration or managing large volumes of client records using a case management system. You re confident working with data and understand the importance of accuracy and sensitivity, especially when dealing with personal or financial information.

Your communication skills are excellent and you approach conversations with empathy and professionalism. You re comfortable using Microsoft Office and other IT systems, and you know how to stay organised and manage competing priorities in a busy environment.

You enjoy working as part of a team and are always open to learning and sharing ideas. You thrive in fast-paced, purpose-driven settings and are motivated by making a positive impact.

If you have worked in a charity setting or have experience with legacy administration or managing bulk client data - we d love to hear from you.

Working arrangements

This is a fixed term contract ending on 30 September 2026 covering Family Leave.

This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our London Office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause.

About Us

Our people are at the heart of everything we do. By funding research across six decades, we ve helped keep millions of hearts beating and millions of families together. We re investing in ground-breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer.

We value and respect every individual s unique contribution, celebrate diversity, and make inclusion part of what we do every day.

Our Equality, Diversity and Inclusion (EDI) Strategy, Igniting Change, along with our internal EDI group, Kaleidoscope, and a growing number of employee network groups (our Affinity Groups), help us create an environment where all our colleagues and volunteers can succeed.

Benefits

To find out more about the benefits available at the BHF please download our benefits document at the bottom of our advert page.

Need more help balancing your work and home life? Talk to us about what flexibility is available at the application or interview stage.

Interview process

First stage interviews will be held over MS Teams week commencing 24th November.

As part of our commitment to be an inclusive employer and ensure fairness and consistency in selecting the best candidate for this role, the BHF will use anonymous CV software as part of the application journey.

Should you need any adjustments to the recruitment process, at either application or interview, please contact us.

Due to the nature of this role our recruitment process requires that successful candidates are asked to consent to an Enhanced DBS check and any offer of employment will be subject to a satisfactory check being completed.

Please note that we are unlikely to be able to sponsor applicants in respect of this role due to the role not meeting the minimum salary criteria to be eligible for sponsorship.