Legal Assistant/Executive – Charities & Private Wealth Disputes

About the role

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View all Commercial, Tech & Data Commercial Contracts Data Privacy Franchising Technology View all Corporate Corporate Real Estate Tax Owner Managed Businesses Restructuring & Insolvency View all Dispute Resolution Contentious Regulatory Fraud Procurement Professional Negligence Reputation Management Supervising Solicitors View all Employment Business Immigration Management Training Pensions Settlement Agreements Workplace Discrimination View all Environmental, Social & Governance (ESG) We help businesses navigate the transition to a low-carbon economy, manage ESG risks, and create opportunities for growth. View all General Counsel Services Our General Counsel services model takes a unique approach to working with you and helping you to address the challenges that life as a GC brings. View all Intellectual Property Anti-counterfeiting Design Rights IP Agreements IP Disputes Patents Trade Marks View all International Commercially sensitive advice for the international market. View all Private Clients Conveyancing Services Family Rural & Landed Estates Inheritance & Trust Disputes International Succession & Tax Succession & Tax Wills & Probate Real Estate Commercial Property Conveyancing Services Development Projects Environmental Issues Rural & Landed Estates Planning Projects, Infrastructure & Construction Property Litigation Real Estate Finance View all Regulated Financial Services We work with regulated businesses providing non-contentious and contentious regulatory and related commercial advice. View all Risk Advisory & Regulatory Advertising & Marketing Health & Safety Motoring Offences Sports Regulation & Risk View all Explore all Services Solutions Insights About People Careers Locations Contact us Search the website Home » Jobs » Legal Assistant/Executive – Charities & Private Wealth Disputes Back to Job Search Legal Assistant/Executive – Charities & Private Wealth Disputes Charities and Private Wealth Disputes Exeter, Bristol or Manchester Apply now Job Title: Legacy Assistant/Executive 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. Being refreshingly human starts with how we hire. We believe a diverse mix of perspectives makes us stronger – not just as a business, but in creating a culture where we all feel we truly belong and can thrive. That’s why we’re committed to removing barriers and creating fair opportunities for everyone. * 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 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. ________________________________________ 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. ________________________________________ 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 info