
Foot Anstey · Exeter
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, ...
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.
agencies.
The role in 60 seconds
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.
partner to a diverse portfolio of charity clients.
sensitivity. The exact nature of the caseload will vary depending on experience and may include pecuniary, residuary, and
complex or contentious cases.
client-centric approach.
priorities.
account issues, review estate valuations, and ensure compliance with legal and regulatory requirements.
deliver comprehensive support to clients.
support.
We are looking for a motivated and client-focused individual who thrives in a fast-paced environment and can demonstrate:
systems such as First Class 4 (or similar case management platforms).
stakeholders.
qualification.
gifts.
to a law firm setting, including its systems, processes, and expectations around client service.
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:
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
Ready to apply?
step, ensuring you feel confident and prepared to show us what you can do.
accommodate these. Before your interview, we’ll contact you to discuss the themes we’ll cover and answer any questions you
might have.
just let us know.
Let’s make your next career move the start of something extraordinary.
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 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. _______________________________________ 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 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.
About Legacy Partners: Legacy Partners is a privately held real estate firm that owns, develops, and manages multifamily communities throughout the United States. Since 1968, we have developed more than 78,000 apartment homes and have worked with some of the world’s largest financial institutions, life insurance companies, and real estate companies. In addition to development, Legacy Partners provides management services for our own portfolio and other owners. Combined, we manage a portfolio of over 50 multifamily communities with more than 12,000 apartment homes with a gross value in excess of $3 billion. ________________________________________________________________________________________________________________________________________________________ Job Summary: Responsible, under the supervision of the Business Manager or Leasing Manager, for marketing, leasing, and pre-leasing apartment homes. Coordinate Move-In information forms and resolve resident issues/concerns as necessary. This is an on-site position that reports to the Business Manager. This is a full-time position. Key Responsibilities: * Leasing & Tours –Greet and assist prospective residents. Give property tours and match prospects with available units. Explain lease terms and guide applicants through the leasing process. * Marketing & Outreach – Support marketing efforts and outreach campaigns. Stay informed on local amenities and competitor properties. Promote community features and maintain the online reputation. * Resident Relations – Provide great customer service and help resolve resident concerns. Assist with move-ins, welcome new residents, and deliver notices. Support resident events and communication efforts. * Administrative Support – Process applications, collect deposits, and maintain accurate records. Keep lease files organized and handle daily phone/email traffic. Maintain office supplies and general organization. * Property Upkeep – Inspect apartments and community areas regularly. Report maintenance or safety issues and submit service requests. * Team Collaboration – Work with the team to meet leasing goals and support daily operations. Contribute to a positive, professional office environment. This job description is not intended to be all–inclusive, and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required. This job description does not constitute a written or implied contract of employment. ________________________________________________________________________________________________________________________________________________________ Additional Compensation: Many factors go into determining employee pay within the posted range, including business requirements, prior experience, current skills, and geographical location. In addition to the base salary, this role may be eligible to participate in a bi-weekly, monthly, quarterly, or annual bonus program based on individual and company performance. ________________________________________________________________________________________________________________________________________________________ Summary of Benefits*: * Comprehensive Health Coverage—Medical, dental, vision, long-term disability, group life, and accidental death and dismemberment insurance. A Health Savings Account (HSA) with employer match is available for those enrolled in medical coverage. Benefits are offered for employees with a regular work schedule of 30+ hours per week. * Paid Sick Leave – 1 hour accrued per 30 hours worked (max 120 hours). * Vacation Time – Accrued based on hours worked (up to 120 hours in the first five years), with additional accrual over time. * 10 Paid Holidays Per Year * Paid Jury Duty & Bereavement Leave * 401(k) with Company Match – Eligible after 90 days of employment with employer contribution. * Special Perks & Recognition – Anniversary rewards and sail-away days. * A housing discount (generally 20%) may be available when living and working at the same site and when there is an open slot—the number of discounts is limited. A New Hire must meet rental qualifications to rent. *A detailed description of all benefits will be shared upon onboarding.
About Legacy Partners: Legacy Partners is a privately held real estate firm that owns, develops, and manages multifamily communities throughout the United States. Since 1968, we have developed more than 78,000 apartment homes and have worked with some of the world’s largest financial institutions, life insurance companies, and real estate companies. In addition to development, Legacy Partners provides management services for our own portfolio and other owners. Combined, we manage a portfolio of over 50 multifamily communities with more than 12,000 apartment homes with a gross value in excess of $3 billion. ________________________________________________________________________________________________________________________________________________________ Job Summary: Responsible, under the supervision of the Business Manager or Leasing Manager, for marketing, leasing, and pre-leasing apartment homes. Coordinate Move-In information forms and resolve resident issues/concerns as necessary. This is an on-site position that reports to the Business Manager. This is a full-time position. Key Responsibilities: * Leasing & Tours –Greet and assist prospective residents. Give property tours and match prospects with available units. Explain lease terms and guide applicants through the leasing process. * Marketing & Outreach – Support marketing efforts and outreach campaigns. Stay informed on local amenities and competitor properties. Promote community features and maintain the online reputation. * Resident Relations – Provide great customer service and help resolve resident concerns. Assist with move-ins, welcome new residents, and deliver notices. Support resident events and communication efforts. * Administrative Support – Process applications, collect deposits, and maintain accurate records. Keep lease files organized and handle daily phone/email traffic. Maintain office supplies and general organization. * Property Upkeep – Inspect apartments and community areas regularly. Report maintenance or safety issues and submit service requests. * Team Collaboration – Work with the team to meet leasing goals and support daily operations. Contribute to a positive, professional office environment. This job description is not intended to be all–inclusive, and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required. This job description does not constitute a written or implied contract of employment. ________________________________________________________________________________________________________________________________________________________ Additional Compensation: Many factors go into determining employee pay within the posted range, including business requirements, prior experience, current skills, and geographical location. In addition to the base salary, this role may be eligible to participate in a bi-weekly, monthly, quarterly, or annual bonus program based on individual and company performance. ________________________________________________________________________________________________________________________________________________________ Summary of Benefits*: * Comprehensive Health Coverage—Medical, dental, vision, long-term disability, group life, and accidental death and dismemberment insurance. A Health Savings Account (HSA) with employer match is available for those enrolled in medical coverage. Benefits are offered for employees with a regular work schedule of 30+ hours per week. * Paid Sick Leave – 1 hour accrued per 30 hours worked (max 120 hours). * Vacation Time – Accrued based on hours worked (up to 120 hours in the first five years), with additional accrual over time. * 10 Paid Holidays Per Year * Paid Jury Duty & Bereavement Leave * 401(k) with Company Match – Eligible after 90 days of employment with employer contribution. * Special Perks & Recognition – Anniversary rewards and sail-away days. * A housing discount (generally 20%) may be available when living and working at the same site and when there is an open slot—the number of discounts is limited. A New Hire must meet rental qualifications to rent. *A detailed description of all benefits will be shared upon onboarding.