Legacy Relationship Officer
We're looking for an experienced and driven individual to join the Legacy Engagement Team within the Customer Experience directorate. If you are someone who shares a determination to increase the number of legacy supporters and steward them to safeguard future income, then apply today!
This is an exciting time for legacy giving at the charity, so join the team in this full-time, remote working role.
Position: CE340 Legacy Relationship Officer
Location: Home-based, UK, nationwide. However, occasional travel will be required as part of this role (may include team meetings or other work-related meetings).
Hours: Full-time, 35 hours
Salary: Circa £34,000 per annum (inner London weighting £3,950 per annum or outer London weighting £2,100 per annum may be applied in accordance with where you live)
Contract: Permanent
Benefits: 25 days' annual leave plus bank holidays (this will increase with service up to 30 days, full time equivalent) cashback and discount scheme, employee assistance programme, learning and development, pension scheme, Life Assurance, Eye Care vouchers, Long Service Award, Tax-free childcare, Health Cash Plan, Working Pattern Agreement, flexible working opportunities available.
Closing Date: 2 February 2025
Interview Dates: Week commencing 10 February 2025
Interviews will be held via video conferencing. Please let us know if this will present any challenges when you email your application.
The Role
The team are determined to increase the prominence of legacies both internally and externally in order to grow and protect this important income stream, which accounts for over half of donated income.
To be successful in this role, you will be an exceptional team player, a strong communicator and an excellent relationship builder. We'll need you to acquire and steward supporters through a legacy journey while optimising the value they bring to the Association in both gifts in Wills and affinity to our cause.
Key Responsibilities
1. Providing outstanding, tailored supporter journeys and ensure legacy supporters have a stewardship plan that best suits their individual motivations.
2. Engaging with supporters at stewardship events, on the phone, and via email.
3. Event planning and management of legacy stewardship events.
4. Supporting the development of a robust legacy pipeline by identifying and cultivating leads, and by building relationships with existing legacy pledgers.
About You
Your experience in legacy fundraising / community fundraising / direct marketing / stewardship or running events will stand you in great stead, but most of all, we are looking for somebody who excels at building relationships and who shares our vision to make the Association the charity of choice when it comes to gifts in Wills.
You will bring to this role:
1. Experience and understanding of working within a legacy/community fundraising or business development environment.
2. Experience of working as part of a high-performing team, achieving and exceeding targets.
3. Excellent networking and relationship management skills.
4. Excellent communication and presentation skills.
5. Proven ability to innovate and adapt your approach to meet the needs of different supporters.
To fulfil the role, you must be a resident of the UK and have the right to work in the UK.
Please submit your CV and a covering letter of no more than two pages demonstrating how you meet the person specification and what you bring to the role in terms of your skills and experience. Please state the reference number to the role when applying. Please note that only shortlisted applicants will be notified.
If you are applying under the Disability Confident scheme, please indicate this in your supporting statement, and in the main body of your email when applying for the role.
#J-18808-Ljbffr