We have an exciting opportunity for someone to join our high performing Legacy Management Team as a Legacy Officer.
About the role
Legacies form a key source of income for the British Heart Foundation (BHF), raising around £100m a year for our life saving research.
As a Legacy Officer, you’ll manage and protect this income, optimising the BHF’s income from gifts in Wills.
Joining a thriving team, you’ll be responsible for the day-to-day administration of legacies in accordance with the law, best practice and BHF’s processes and procedures. You'll manage your own caseload of largely residuary legacies. You will answer enquiries from solicitors and individuals in connection with bequests and assist in all matters relating to the department’s work.
About you
You'll either have experience in legacy management within the charities legacy sector; or be a Qualified private client Solicitor; or be a Qualified member of the Society of Trust and Estates Practitioners; or be a Qualified Chartered Legal Executive with experience of Wills and probate.
A self-starter with excellent communication skills, and strong interpersonal skills, you'll bring proven experience of working within private client / legacy management. You’ll have a high level of empathy able to develop strong relationships with colleagues and contacts.
With high levels of financial numeracy, previous experience working in a fast-paced environment, and excellent IT skills, you’ll also have excellent attention to detail with strong time management skills and the ability to prioritise your workload and deliver to deadlines.
Our ambition is to build, develop and empower a talented and diverse team. Join us at BHF and be part of a supportive environment where you can thrive both personally and professionally.
Working arrangements
This is a fixed term contract for 7 months covering family leave.
Whilst this role is advertised as full time (35 hours per week), we are also very open to considering the role on a part time basis of either 28 or 32 hours if preferred.
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.
Belonging at BHF
We celebrate and value the diversity of the communities we serve, recognising that embracing different perspectives and backgrounds strengthens our organisation and drives innovation. By fostering an inclusive environment where everyone feels respected and supported, we are better equipped to achieve our mission of helping people have a healthier heart for longer.
To hear from our people, check out Belonging at BHF.
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.
Benefits
We offer a competitive range of benefits designed to support your wellbeing, and opportunities for personal and professional growth and continuous learning.
To find out more about our benefits you can download the Benefits document at the bottom of this page or check out What we offer – Benefits and Development pages.
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 are planned for 5th and 6th March 2026 via MS teams.
How to apply
It’s quick and easy to apply for a role at the BHF. Just click on the apply button below. All you’ll need is an up-to-date CV and a supporting statement, outlining your interest in the role and how you meet the role’s criteria
Our recruitment processes are fair, accessible, and inclusive. BHF 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.
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 visa sponsorship.