Legacy Assistant/Executive - Charities & Private Wealth Disputes

Foot Anstey

Job Title: Legacy Consultant (level based on experience) Ready to take your career to the next level?  We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and let’s shape the future together. * We are in a period of exclusive direct sourcing for this role and are not currently accepting applications from recruitment agencies. _______________________________________ The role in 60 seconds * Role: Legacy Consultant * Team: Legacy Income Management Team * Location: Exeter, Bristol, London, Manchester - hybrid working available with an expectation of office attendance once a month. * Working Pattern: Full-time/Part-time/Flexible Why this role matters:  Join our growing Legacy Income Management team and help charities secure the income that powers their mission. We manage over £200M in legacy income for organisations of all sizes, offering flexible support during busy periods, complex estates, and unexpected spikes in workload. With access to specialist legal expertise across the firm, you’ll play a key role in ensuring clients receive accurate, efficient, and empathetic support. ________________________________________ In this role, you’ll: * Deliver high-quality, tailored legacy administration support as part of the Legacy Income Management team, acting as a trusted partner to a diverse portfolio of charity clients. * Manage a varied caseload ensuring legacy income is secured efficiently while balancing legal obligations with empathy and sensitivity. The exact nature of the caseload will vary depending on experience and may include pecuniary, residuary, and complex or contentious cases. * Proactively progress estate matters, reducing delays and unlocking income for clients in a timely manner. * Build and maintain strong relationships with charity clients, representing them with professionalism, care, and a client-centric approach. * Act as an extension of clients’ teams by providing bespoke, responsive support aligned to their individual needs and priorities. * Apply strong attention to detail and high-level numerary skills to monitor and reconcile income, resolve identity and estate account issues, review estate valuations, and ensure compliance with legal and regulatory requirements. * Contribute to maximising the value of charitable gifts for our client through thorough case management and financial oversight. * Collaborate with our wider team including our contentious probate, charity probate, property, and governance specialists to deliver comprehensive support to clients. * Actively contribute to team knowledge-sharing and continuous improvement initiatives to ensure our clients receive high quality support. ________________________________________ What we’re looking for: We are looking for a motivated and client-focused individual who thrives in a fast-paced environment and can demonstrate: * Experience in using and maintaining databases, with strong organisational and data management skills. * Previous experience in legacy administration, or a genuine interest in developing within this area, with familiarity with systems such as First Class 4 (or similar case management platforms). * A basic understanding of Wills, Probate, and Trust law, or a clear willingness to build expertise in these areas. * Excellent communication and collaboration skills, with the ability to work effectively across teams and with external stakeholders. * Progression towards, or an interest in undertaking, an ILM Certificate in Charity Legacy Administration or similar professional qualification. * A sensitive and empathetic approach when dealing with bereaved families, donors, and other stakeholders connected to legacy gifts. * Proven ability to build and maintain strong client relationships, delivering a high standard of client care. * Experience of, or a desire to develop, operating within a modern digital environment, with the ability and motivation to adapt to a law firm setting, including its systems, processes, and expectations around client service. * A proactive and collaborative mindset, with a shared commitment to innovation and continuous improvement. _______________________________________ What if I don’t tick every box? We’re not box tickers. We appreciate the need for everyone to find a role that challenges them and gives them room for growth. If you bring transferable skills and a fresh perspective, we’d love to hear from you. If this role excites you and you have the skills to succeed, we encourage you to apply. ________________________________________ Join a seriously ambitious firm At Foot Anstey, we’re committed to making a difference for our people, our clients, and society. Here’s what makes us stand out: * An ambitious growth strategy that opens up opportunities for our people to make their mark. * A client base that spans household names, thriving startups, and ambitious enterprises. * A culture built on our values of being refreshingly human, entrepreneurial, inclusive and collaborative. * A strong focus on being a responsible business with a commitment to sustainability and giving back to our communities. * Comprehensive professional development and training – whatever your role and level we have training that will support you to achieve your goals. ________________________________________ Progressive benefits tailored to you We believe our people are our greatest asset. That’s why we offer a comprehensive benefits package designed to support your professional growth and personal wellbeing, including: * Competitive salary and performance-linked bonus. * Employee sabbaticals. * Enhanced parental leave policies. * Private healthcare and wellbeing initiatives (e.g., mental health support, gym memberships). * An open, flexible working environment. * For a full list of our competitive benefits package, please click here ________________________________________ Ready to apply?  * Hit the “Apply Now” button. * Send us your CV and a quick note on why this role is perfect for you. * Our team will review your application and be in touch, whatever the outcome. * Invited for interview? * With a straightforward process typically involving two interviews, our talent acquisition team will guide you through every step, ensuring you feel confident and prepared to show us what you can do. * We’re here to support your individual needs. If you require any adaptations or adjustments, we’re more than happy to accommodate these. Before your interview, we’ll contact you to discuss the themes we’ll cover and answer any questions you might have. * If you’d like to visit our offices prior to your interview or would like help testing your kit for your virtual interview, just let us know. Let’s make your next career move the start of something extraordinary.

Baringa

ABOUT BARINGA  Baringa is a global consulting firm that partners with leaders to drive change and create value. With deep industry expertise, and enabled by advanced technology, the firm helps clients to deliver with greater confidence and certainty. With over 2,000 people across the UK, Europe, North America, Asia and Australia, the firm combines global insight with local understanding. The firm works across energy and resources, financial services, government and public sector, consumer products and retail, pharmaceuticals and life sciences, manufacturing, and technology, media and telecoms, with capabilities spanning strategy, transformation and operational excellence – all powered by advanced technology, data, AI and digital innovation. Clients value Baringa’s collaborative approach and the way its teams integrate seamlessly – all working with a shared understanding of what matters most. The firm is known for its kind, curious experts who listen closely and care deeply about client success as they help clients transform energy markets, modernise financial platforms, expand telecoms and digital networks through advanced data analytics, enable digital services in government, and unlock growth in consumer sectors. Certified as a Great Place to Work around the world, Baringa has been recognised by the Financial Times in 22 categories of its UK Leading Management Consultants rankings, and by Forbes for four consecutive years as one of the World’s Best Management Consulting Firms. OUR BUSINESS SERVICES TEAM ARE LOOKING FOR AN EXPERIENCED PERSONAL ASSISTANT TO JOIN THE TEAM.  The Business Services team play a crucial role in supporting our Partnership and their wider teams. Our PAs are a passionate, dedicated team that thrive on making the impossible. They are highly organised, multi taskers, who bring inclusivity and fun to the workplace all whilst maintaining a can do attitude. This is a great opportunity for you to join a fantastic team bringing your professionalism and ideas enabling us to continue providing exceptional assistance to the Partner team. WHAT YOU WILL BE DOING * Supporting up to 5 Partners with extensive calendar management support and logistics * Providing support with all travel arrangements * Liaising with our clients to arrange meetings * Arranging meeting rooms for internal and external meetings, organising catering, hospitality and restaurant booking * Supporting the Partners with running and managing their business unit * Event Management for away days, offsites, workshops and various team building events * Time and expense process management * Executing ad-hoc tasks to support Partners when required, including minute taking and editing PowerPoint documents  YOUR SKILLS AND EXPERIENCE   * Experience in supporting multiple senior level executives with full calendar and travel management * Proficient knowledge of MS Outlook, Word, PowerPoint, Excel * Excellent communication skills (written and verbal) * Previous experience in Professional Services desirable but not essential * Presentable and personable with a proficient attention to detail * Enthusiastic, friendly and helpful, a team player and is solution focused  WHAT A CAREER AT BARINGA WILL GIVE YOU PUTTING PEOPLE FIRST. BARINGA IS A PEOPLE FIRST COMPANY AND WELLBEING IS AT THE FOREFRONT OF OUR CULTURE. WE RECOGNISE THE IMPORTANCE OF WORK-LIFE BALANCE AND FLEXIBLE WORKING AND PROVIDE OUR STAFF AMAZING BENEFITS. SOME OF THESE BENEFITS INCLUDE:  * Generous Annual Leave Policy: We recognise everyone needs a well-deserved break. We provide our employees with 5 weeks of annual leave, fully available at the start of each year. In addition to this, we have introduced our 5-Year Recharge benefit which allows all employees an additional 2 weeks of paid leave after 5 years continuous service.  * Flexible Working: We know that the ‘ideal’ work-life balance will vary from person to person and change at different stages of our working lives. To accommodate this, we have implemented a hybrid working policy and introduced more flexibility around taking unpaid leave.  * Corporate Responsibility Days: Our world is important to us, so all our employees get 3 every year to help social and environmental causes and increase our impact on the communities that mean the most to us.  * Wellbeing Fund: We want to encourage all employees to take charge and prioritise their own wellbeing. We’ve introduced our annual People Fund to support this by offering every individual a fund to support and manage their wellbeing through an activity of their choice.  * Profit Share Scheme: All employees participate in the Baringa Group Profit Share Scheme so everyone has a stake in the company’s success.  DIVERSITY AND INCLUSION We are proud to be an Equal Opportunity Employer. We believe that creating an environment where everyone feels a sense of belonging is central to our culture and that diversity is paramount to driving creativity, innovation, and value for our clients and for our people.  AN AWARD-WINNING WORKPLACE You can be a part of our ‘Great Place to Work’ – with our commitment to women and well-being in the workplace for all. Click here to see some of our recent awards and how we’ve achieved this.  USING BUSINESS AS A FORCE FOR GOOD.  We maintain high standards of environmental performance and transparency, which can be seen through our commitment to Net Zero with our SBTI-verified Scope 1, 2 and 3 emissions reduction targets and our support of the Better Business Act. We report our progress publicly and ensure that we are also externally assessed and scored through organisations like CDP and EcoVadis - helping us to continually identify where we can improve.  We have a long legacy of supporting the communities in which we work, and offer a variety of ways to contribute, by putting people first and creating impact that lasts. Our Corporate Social Responsibility (CSR) agenda is about giving back to the communities in which we live and work by sharing our skills, talent and time. In essence, we aim to empower and encourage everyone in the firm to contribute to the things we care about, and support registered charities and organisations with a clear social or environmental purpose to increase the positive impact they can have. JOIN US All applications received will be reviewed by a member of our Talent Acquisition team. We never rely solely on automated screening or AI tools to make hiring decisions. Your application will be considered for employment without regard to race, ethnicity, religion, gender, gender identity or expression, sexual orientation, nationality, disability, age, faith or social background. We do not filter applications by university background and encourage those who have taken alternative educational and career paths to apply. We would like to actively encourage applications from those who identify with less represented and minority groups. We operate an inclusive recruitment process, ensuring reasonable adjustments where needed. Please contact a member of our Recruitment Team to discuss further.   BARINGA PRIVACY NOTICES For UK & EU Your personal data will be retained by Baringa for up to two years, in accordance with our UK Recruitment Privacy Notice / EU Recruitment Privacy Notice, to evaluate your application and meet our legal and reporting obligations. In line with the General Data Protection Regulation (GDPR), you have the right to request access to, rectification, or erasure (subject to legal limitations) of your personal data. For more information, please contact us at privacy@baringa.com For the USA Your personal data may be retained by Baringa for up to two years, as outlined in our Recruitment Privacy Notice (AMER & APAC), to support the recruitment process and internal reporting requirements. Where applicable, and in accordance with relevant federal and state laws, you may have the right to request access to or correction of your personal information. For further details, please contact privacy@baringa.com For Australia & Singapore Your personal data will be retained by Baringa for up to two years, in accordance with our Recruitment Privacy Notice (AMER & APAC), to assess your application and meet applicable reporting and legal obligations. In line with the Australian Privacy Act and Singapore’s Personal Data Protection Act (PDPA), you may have rights to access, correct, or request limited deletion of your personal data. For more information, please contact us at privacy@baringa.com

Octopus Legacy

The Company We’re Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission. We’re on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death. But we can’t do it alone, and that’s why we’re assembling a team of top performers to build with us. Ready to be part of something big? The Role We’re looking for an ambitious and energetic Executive Assistant who’s excited by the idea of working in a fast-paced, high-growth startup. This is a great opportunity for someone with around 2+ years of PA or EA experience who’s ready to step into a role with more responsibility, supporting a founder operating at full speed. You’ll be the go-to person for our Founder, Sam, keeping things organised, running smoothly, and moving forward. One day you might be wrangling calendars and emails, the next coordinating team events or jumping on a special project - no two days will look the same. We need someone who loves the variety that comes with startup life, can stay calm under pressure, and gets things done. Key Responsibilities: * Manage the founder’s calendar, keeping appointments, meetings, and calls running smoothly and efficiently. * Keep on top of emails, draft responses, and prioritise requests to make sure nothing slips through the cracks. * Support with payroll, invoices, and expenses, ensuring accuracy and deadlines are met. Organise team events, all-hands meetings, and team-building activities that bring everyone together and keep things fun. * Make sure the office runs seamlessly - from supplies to mail to those last-minute ad hoc requests. * Lead the charge on creating a fun, engaging, and collaborative workplace culture. * Jump into ad hoc tasks and special projects, ready to roll with the needs of a fast-paced startup. Who Are You? We’re looking for someone who thrives in the fast-paced, all-hands-on-deck energy of a startup and has the following standout qualities: * 2+ years’ experience in a PA or EA role, ideally supporting busy teams or senior leaders. * Highly organised: You juggle multiple priorities effortlessly while keeping every detail in check. From financial accuracy to managing diaries, nothing slips through the cracks. * Confidentiality: You’re a vault. Handling sensitive documents, payroll, and financial transactions with absolute discretion is second nature to you. * Proactive Problem-Solver: You see challenges as opportunities and are always thinking two steps ahead, finding smarter ways to get things done. * Clear communicator: you keep things simple and straightforward. * Adaptable & Flexible: You’re not fazed by change and thrive when things shift gears quickly. You’re ready to roll up your sleeves and jump into whatever is needed to help the team succeed. * Team player: You love collaboration. You bring a positive attitude, create a sense of community, and help make the workplace an inspiring place to be. Our Mission When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you're here. And after you're gone. Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one. Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen.  Benefits: * Octopus share incentive scheme. * Flexible holiday + extra day off for your Birthday. * Work from anywhere in the world for up to 4 weeks per year. * Vitality Health & Life Insurance.  * Pension scheme. * Enhanced parental leave. * Free Will & LPAs + discounts on other Octopus services. * Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. * Octopus Giving: we match any charitable fundraising that you do up to £500.  * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. * Dog friendly office. * Snacks and wellness activities. We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.