Legacy Co-ordinator
Location: Romford, Essex / Hybrid (Min 2 days based on site)
Salary: £26,733 – £31,474 per annum
Hours: 37.5 hours per week (part-time considered for the right candidate)
Are you passionate about making a real difference in the charity sector? We are seeking a dedicated Legacy Co-ordinator to join a supportive fundraising team in Romford, Essex. This is a hybrid role, offering the chance to combine on-site collaboration with flexible working from home.
About the Role
Legacies are one of the most vital income streams for charities, helping to secure long-term sustainability and impact. As a Legacy Co-ordinator, you will play a key role in administering legacy gifts, supporting legacy marketing activities, and stewarding relationships with supporters, families, executors, and solicitors.
You will provide essential support to the Legacy Manager, ensuring gifts are processed with accuracy, care, and sensitivity, while also helping to promote legacy giving through events and campaigns.
Key Responsibilities
Administering legacy gifts in line with policies, GDPR, and compliance standards
Liaising with executors, solicitors, and families to manage enquiries with professionalism and empathy
Maintaining accurate records using CRM systems
Supporting legacy marketing activities, including events, communications, and online Will promotions
Assisting with cultivation and stewardship of legacy supporters
Providing administrative support to ensure efficient and timely legacy processes
About You
The successful candidate will be:
Highly organised, accurate, and methodical, with strong administrative skills
Able to manage multiple caseloads and projects simultaneously
An excellent communicator with the ability to build and maintain relationships at all levels
Confident using Microsoft Office and CRM databases
Compassionate and professional, with the ability to handle sensitive situations appropriately
Desirable experience includes working with legacy administration, liaising with legal professionals, and supporting marketing campaigns.
Why Apply?
Opportunity to develop your career in legacy fundraising and administration
Work within a collaborative and compassionate fundraising team
Hybrid working pattern with flexibility
Competitive salary and benefits package
The chance to contribute to a meaningful cause and make a lasting impact
If you’re looking to build your career in the charity sector and want to play a key role in securing vital future income, we’d love to hear from you.
Apply today with your CV and start your journey as a Legacy Co-ordinator.
By applying for this role, you are consenting for C2 Recruitment to hold and process your data in compliance with the General Data Protection Regulations.
To view other great vacancies at C2 Recruitment, please visit our website or call us for a confidential chat about upcoming opportunities in:
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This is a rare opportunity to join Osteopaths For Industry (OFI), a long-established leader in workplace health & safety training. Based at our Esher office (just 8 minutes from the station), you’ll be part of a small, friendly, and supportive team that works with some of the UK’s best-known organisations — including Buckingham Palace, the BBC, and major blue-chip companies.
You’ll work closely with our Operations Manager, and gain mentoring from senior company leadership while developing hands-on skills in administration, client service, and data management. Alongside this, the role provides valuable exposure to finance, sales, marketing, and delivery, giving you a 360° view of how a modern training business operates and grows.
Purpose of the Role
To provide day-to-day administrative support to ensure the smooth running of OFI’s training courses from initial enquiry through to post-course administration, while also contributing to our innovative, data-driven client engagement strategy.
Duties and Responsibilities
Handle and follow up on training enquiries by phone and email
Schedule courses, liaise with trainers, and coordinate logistics (venues, hotels, equipment)
Prepare and send pre-course materials and process post-course certificates and feedback
Maintain accurate records in our CRM system (Salesforce)
Assist with client communications, marketing and outreach campaigns and process improvements
Support office administration, including document preparation, filing, and phone handling
What You’ll Gain
Mentoring and support from experienced managers
Broad exposure to the business lifecycle: finance, sales, marketing, delivery, and client service
Practical skills in CRM systems, scheduling, logistics, and administration
Real responsibility from day one in a professional yet supportive small team
An apprenticeship qualification, plus genuine opportunities to expand your role and grow with the company
This is more than just an admin role — it’s a launchpad for your career in business operations, with the chance to be part of a company modernising with a new website and an AI-powered client relationship platform.Training:Our apprentice will receive direct, hands-on training and guidance from their line manager, the Operations Manager, as well as ongoing support from senior leadership and the wider team. This ensures close mentoring, regular feedback, and the opportunity to learn from experienced professionals across all aspects of the business.
This role is aligned to the Business Administrator Apprenticeship Level 3 Standard . You’ll receive structured off-the-job training and mentoring, while building a portfolio of evidence from your real work. Modules include communication, IT skills, customer service, events, data management, and business improvement. You will attend Kingston College for your off the job training. Training Outcome:This apprenticeship offers a launchpad into business administration, operations, and corporate health. Graduates can advance within Thrive4Life or OFI into roles such as Business Administrator, Client Relationship Executive, or Marketing & Events Coordinator. The skills gained, including administration, client service, and data management, are valued in all sectors. This foundation prepares candidates for various careers or senior roles.Employer Description:Thrive4Life is a dynamic corporate health & wellbeing company delivering workplace wellbeing programmes, clinical services, and health promotion. Our flagship Thrive4Life Wellbeing Centre in the iconic Lloyd’s Building (EC3, London) offers physiotherapy, osteopathy, massage, podiatry, Pilates, and health awareness events.
We also run an acclaimed Talks Programme, providing streamed and in-person sessions led by medical professionals, surgeons, psychologists, nutritionists, and other health specialists. These talks educate and inspire staff on vital topics such as mental health, cancer prevention, stress management, nutrition, and healthy ageing.
Our sister company, Osteopaths for Industry (OFI), has delivered health & safety training nationwide for over 35 years, specialising in manual handling, people handling, DSE training, and risk management. Together, Thrive4Life and OFI sit at the forefront of workplace health and wellbeing.
What sets us apart?
Clinically led expertise across a wide range of disciplines, ensuring everything we deliver is evidence-based and impactful.
High-profile clients including Buckingham Palace, the BBC, City of London Corporation and leading city insurance companies such as Tysers and Chubb.
Innovation and growth, with a new website and AI-powered CRM platform launching.
Exposure to London City culture alongside a supportive small office environment in Esher.
Wide-ranging experience across finance, sales, marketing, events, delivery, and data.
A meaningful mission: to help save lives and improve quality of life through education and awareness.
Working Hours :Monday- Friday
Shifts to be confirmedSkills: Attention to detail,IT skills,Communication skills,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Creative,Logical,Initiative,Team working....Read more...
The Company Our client is a well-regarded financial services organisation known for delivering innovative lending solutions with a customer-centric approach. Backed by a strong culture of collaboration and continuous improvement, they support a wide range of borrowers across the Australian market. With a focus on agile decision-making, cutting-edge data insights, and long-term value creation, they are committed to empowering their people to shape meaningful product outcomes and drive real impact. The Opportunity A rare opportunity has emerged for a proactive and commercially savvy Senior Product Manager to lead and enhance a portfolio of lending products within a highly collaborative and forward-thinking environment. Sitting at the intersection of innovation, data insights, and customer experience, this role plays a central part in crafting mortgage solutions that resonate with both brokers and borrowers. You’ll work across the full product lifecycle — from ideation to execution — helping to shape product strategy and implement enhancements that drive growth, improve customer outcomes, and strengthen market positioning. Key Responsibilities
Collaborate with senior stakeholders to manage and optimise the home lending product suite, with a focus on customer and broker journey improvements
Use data and insights to identify new opportunities, drive product retention, and elevate customer satisfaction
Lead and implement change initiatives, including rate changes, promotional activities, and credit policy updates
Support the end-to-end delivery of new products and features, including go-to-market strategies, collateral, and communications
Track product performance and ensure alignment with regulatory requirements and internal risk policies
Monitor competitor activity and market dynamics to inform product roadmaps and strategic decision-making
Champion cross-functional collaboration across Sales, Credit, Pricing, Treasury, Operations, Marketing, IT, Risk, and Compliance teams
What You Bring
Deep experience in mortgage or lending product management within financial services
Strong commercial acumen, with a knack for identifying trends and converting insights into actionable strategies
Proven capability in leading product development and change management initiatives
Ability to work across technical, legal, and risk frameworks while maintaining a sharp focus on the customer
Exceptional communication, problem-solving and stakeholder engagement skills
Why Apply
Play a strategic role in shaping high-impact products and solutions
Worrk in a supportive, collaborative, and agile culture
Exposure to executive-level stakeholders and product decisions
Hybrid Sydney-based role offering flexibility and long-term career development
Whether you're a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole selves to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. ....Read more...
