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

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