Legacy Officer

Ollie Loveland
E:ollie@thetalentset.co.uk
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Role Overview
The Talent Set are delighted to partner with an amazing well known charity on a fantastic Legacy Officer role. This is an exciting opportunity to help embed a newly launched legacy proposition, supporting donor journeys through a blend of supporter care, communications and campaign coordination, alongside essential administration and record-keeping.

Key Responsibilities

  • Manage day-to-day administrative duties, including handling post, banking support, scanning and filing in line with agreed processes
  • Respond to inbound legacy enquiries via phone and email, ensuring sensitive, timely and accurate support
  • Help coordinate legacy stewardship communications, including drafting, recording and maintaining high-quality contact histories
  • Support marketing delivery for the legacy proposition, including compiling materials, liaising with relevant partners and meeting deadlines
  • Monitor shared inboxes, triage enquiries and ensure information is logged and actioned correctly
  • Provide helpful day-to-day support to colleagues across legacy activity and contribute to continuous improvements

Person Specification

  • Experience in an officer/assistant-level role supporting customers or supporters, with confidence handling sensitive conversations
  • Strong attention to detail and accuracy when recording information and managing enquiries
  • Clear, professional communication skills for phone calls and written correspondence
  • Experience working with marketing or communications activity (campaign materials, content, inboxes, or data-led updates)
  • Competent administration skills: prioritising tasks, working to deadlines, and maintaining tidy, reliable records
  • A people-focused approach with empathy and professionalism, paired with the ability to stay calm and structured

What’s on Offer
Salary: £36,437

How to Apply
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.

Commitment to Diversity
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

If this role sounds like a great match, apply now and take the next step towards making a meaningful impact through legacy fundraising.