Job Title: Legacy Assistant/Executive

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* We are in a period of exclusive direct sourcing for this role and are not currently accepting applications from recruitment agencies.

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The role in 60 seconds

Role: Legacy Assistant/Executive
Team: Legacy Income Management Team
Location: Exeter, Bristol or Manchester
Working Pattern: Full-time

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.

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What you’ll do

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, identify estate account issues, review estate valuations, and ensure compliance with legal and regulatory requirements.
Contribute to maximising the value of charitable gifts for our clients 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.

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What we’re looking for

We welcome applicants at all levels, including those new to legacy administration but with a genuine interest in Wills, Probate and Charity law. We’re looking for someone who brings:

Strong organisational and database skills, with confidence managing information accurately.
Experience in legacy administration or a clear motivation to develop in this field.
Curiosity about Wills, Probate and Trust law and a willingness to build expertise.
Excellent communication skills and a warm, empathetic approach when working with families and stakeholders.
Interest in working towards an ILM Certificate in Charity Legacy Administration or similar qualification.
Commitment to high‑quality client care and relationship‑building.
Confidence working in a digital environment and adapting to new systems and processes.
A proactive, collaborative mindset with a commitment to innovation and continuous improvement.

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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.

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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.

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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

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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 want you to be able to showcase your talent and to feel comfortable being yourself throughout the process. If there’s anything we can do to support you or make things more accessible, just let us know – you can tell us at any stage of the process.
- 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.

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