Legacy and In Memoriam Adviser

CHM; Brighton; Remote; GBP 32,000 - 35,000

Job description

Legacy and In Memoriam Adviser
Reference: MAR20253056
Location: Homeworking, covering South East England
Salary: £32,022.00 - £34,377.00 Per Annum
Contract: Permanent
Hours: Full Time
Benefits: Pension, Life Assurance and Annual Leave

The position is based on working from home covering South East England with a preferred, but not essential, commute within 1 hour of the charity's Brighton office.

The regional area of this position spans from Colchester across to St Albans, and down to Portsmouth, covering the bottom-right part of the UK. Regular driving is expected, and a UK Driving Licence is required.

Do you have the passion, skills and experience to join this environmental charity's Legacy Marketing Team as a Legacy and In Memoriam Adviser within South East England?

You will be able to grow and maintain relationships with the charity's supporters, provide information, host events and give support to people as they think about leaving a gift in their Will to the organisation. You will aim to increase the number of people leaving a gift in their Will and work closely with other professional contacts including the charity's reserve teams to grow their in-memoriam offer and increase resulting income.

This is a great opportunity for a driven, passionate and talented Legacy and In Memoriam Adviser to join the team.

You will have experience working to targets and Key Performance Indicators and delivering virtual and face to face events. Strong interpersonal and communication skills are essential. Sensitivity and understanding are required within this role as you will be dealing with emotive subjects. Excellent attention to detail, organisational and time management skills are essential attributes, alongside a logical and methodical way of working.

With the support of the charity's legacy network, you will be required to work to your own initiative with clear priorities and established work programmes, with a requirement to travel frequently. Occasional weekend and evening work may also be required.

What’s the role about?

The focus of the role will be to provide specialist advice to supporters who are exploring leaving a charitable gift in their Will, with the aim of increasing the future amount and value of legacies.

Other key result areas for the role will include:

• Deliver high-quality bespoke stewardship to legacy supporters
• Deliver tailored supporter events and speak at organisational events
• Responsible for maintaining accurate file notes, relevant legal documents and supporter data on the Supporter System
• Develop relationships both internally and with key sector professionals within the Central England area, to provide advice and promote the benefits of legacy and in-memoriam giving

What the organisation needs from you

The charity needs someone who can show empathy and responsiveness when dealing with supporters. You will need to be highly organised, self-motivated, have rigorous attention to detail, and have exceptional communication skills. You will need to show good leadership and networking skills. You should be able to define and clarify complex situations by gathering facts and making justifiable decisions.

The role will involve working collaboratively with internal departments, external clients and the reserves teams to reach and exceed targets and KPIs.

Essential skills, knowledge and experience

• Planning and hosting events
• Public speaking
• Database management
• Managing conflicting priorities
• Working to income targets
• Knowledge of and commitment to compliance with Fundraising Codes of Practice, Fundraising Regulator guidance, and Data Protection regulations.

Desirable experience:

• Experience working within the legacy and in-memoriam environment

Closing date: 23:59, Wed, 2nd Apr 2025

The charity is looking to conduct interviews for this position w/c the 7th of April 2025.

Interested?

Please click 'Apply' and follow the job board process. You will receive an email from CHM Recruit containing further information on how to apply for the role.
Please note that although you may be asked by the job board to upload a CV, you are not applying at this stage.

As part of this application process you will be asked to provide a copy of your CV and complete an application form including evidence on how you meet the skills, knowledge, and experience listed above.

This charity is committed to developing an inclusive and diverse organisation, in which everyone feels supported, valued, and able to be their full selves. To achieve their vision of creating a world richer in nature, they need more people, and more diverse people, on nature’s side. People of colour and disabled people are currently underrepresented across the environment, climate, sustainability, and conservation sector. If you identify as a person of colour and/or disabled, they are particularly interested in receiving your application. Contact the charity to discuss any additional support you may need to complete your application.

This role will require completion of a basic criminal record check in addition to the standard pre-employment checks.

The RSPB is an equal opportunities employer. This role is covered by the Rehabilitation of Offenders Act 1974.

No agencies please.