Legacy Case Manager

As Legacy Case Manager, you will:

• Manage a caseload of residuary, pecuniary, life interest, discretionary, and high-value legacies, including contentious cases
• Lead on the preparation, monitoring and reporting of the legacy income budget and mid year forecasts, working closely with Finance and Fundraising colleagues to provide accurate, timely projections and variance analysis
• Work closely with internal teams and build effective external relationships with solicitors, executors and families to support positive outcomes
• Identify and resolve complex issues involving probate, trusts, tax, property, or litigation
• Represent Greenpeace UK externally with professionalism, fostering constructive relationships with pledgers, executors, solicitors, and sector peers
• Ensure compliance with relevant legislation, Charity Commission guidance, and ILM best practice, 25 days annual leave for full-time staff, with additional leave accrued according to length of service up to a maximum of 32 days
• Once a month, all Greenpeace staff take an organisational 'breather' day where the office closes with no expectations of output on these days
• Office closure normally occurs between Christmas and new year and staff are not required to use annual leave to cover this period
• Employer pension contribution of 8.5% of basic salary, provided employees contribute at least 3%
• Interest free season ticket loan, or a tax efficient bicycle loan
• Life assurance scheme (4 x annual salary)
• Employee Assistance Programme that includes access to free confidential advice with a qualified counsellor
  
  With scope to shape processes and improve systems, this role is suited to an experienced professional able to manage a diverse caseload independently while strengthening the visibility and impact of legacy income across the organisation., Substantial experience in charity legacy and estate administration, both contentious and non-contentious
• Significant knowledge of probate, trusts, tax, and property issues relevant to legacy casework
• Strong understanding of sector best practice in legacy administration and charity law
• Proven ability to manage a high-volume and varied caseload to deadlines
• Excellent organisational skills and attention to detail
• Diplomacy, empathy, and resilience in handling contentious or sensitive cases
• Ability to work independently, prioritise effectively, and manage competing demands
A legal, probate, or legacy administration qualification is advantageous but not required.

Greenpeace is a movement of people who are passionate about defending the natural world from destruction. Their vision is a world where everyone has equal access to clean air, water, and energy; where the nature we love is protected, precious habitats are restored and communities are united by ambitious climate action. Greenpeace UK's mission is to halve emissions and restore biodiversity by the end of this decade in a fair and equitable way. Their three-year plan outlines how Greenpeace UK (GPUK) is going to play a vital role in getting there. The Key Relationships programme sits at the heart of Greenpeace UK's fundraising, securing the philanthropic investment that powers its campaigning work. The team raises around £15-16 million annually from major donors, trusts and foundations, and legacies, contributing significantly to the organisation's wider fundraising income of approximately £37 million. Legacy giving is a vital and growing part of this programme, generating £5-7.5 million each year and playing a crucial role in securing long-term, sustainable income. Following a recent step-change in investment, there is now a significant opportunity to accelerate growth and position legacy giving more centrally across Greenpeace UK's fundraising and supporter engagement. This role is central to Greenpeace UK's legacy programme, managing a varied caseload from straightforward estates to complex and high-value cases. As a newly created position, it brings legacy administration fully in-house and will play a key role in ensuring income is realised in full, accurately managed, and delivered in line with best practice., Greenpeace UK wants its team to reflect the diversity of the communities it works alongside. It is committed to fairness, inclusion, and challenging discrimination and oppression in all its forms. The environmental sector still has further to go when it comes to representation. Greenpeace UK has published ambitious race representation targets and, through its Anti Racism Plan, is working proactively to achieve stronger representation of people of colour, particularly within leadership positions. As part of this commitment, a Guaranteed Interview Scheme (GIS) is being piloted. Greenpeace UK aims to offer an interview to everyone who opts into the scheme and meets the essential criteria. Guaranteed interview applications will be processed by QuarterFive and shared only with the Greenpeace UK recruiting manager and HR team. If you identify as a person of colour and meet the essential criteria for the role, you can choose to opt in to the Guaranteed Interview Scheme via this form.