Legacy Officer
Legacy Officer
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Job Description
Marie Curie is the UKs leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK the only provider across all four nations delivering community nursing and hospice care across the country while providing information and support on all aspects of dying death and leading research pushes the boundaries of what we know about good end-of-life and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness theyre likely to die from.
Your Role in Our Vision
Join our Legacy Administration Team and manage a varied and active caseload of specific residuary and reversionary bequests. This is a pivotal role helping to ensure that every gift left to Marie Curie is handled with care accuracy and respect enabling us to continue delivering our essential services.
Legacy income is one of the most significant sources of funding for our charity. In this role you will be responsible for safeguarding and maximising that income through diligent case management effective communication with solicitors and executors and a firm understanding of probate law and best practice. Your work directly contributes to our ability to care for people affected by terminal illness.
Experience across all UK jurisdictions is not essential as full training will be provided.
Key Responsibilities
- Manage a caseload of specific residuary and reversionary legacies across the UK.
- Ensure Marie Curie receives its full legal entitlement in line with Wills and settlements.
- Handle correspondence efficiently updating records on our FirstClass 4 database and meeting internal service standards.
- Act as the lead charity where appropriate and liaise with co-beneficiaries.
- Monitor and progress open cases to ensure timely completion.
- Review estate accounts carefully ensuring accuracy and appropriate application of tax exemptions.
- Obtain tax deduction certificates where cost-effective to do so.
- Ensure funds are allocated correctly to restricted or unrestricted purposes as specified in Wills.
- Comply with Law Society guidelines regarding Non-Contentious Costs.
- Represent Marie Curies interests in shared estates and collaborate with legal professionals and the public.
- Identify and escalate potential risks or disputes that may affect our entitlement.
- Seek opportunities to maximise the value of legacies and proactively manage estate assets.
- Support stewardship activity by working closely with the Legacy Marketing and Local Legacy teams.
What Youll Need
- Proven experience in legacy administration.
- Experience working in or with the charity sector.
- ILM Certificate in Charity Legacy Administration Law Degree or relevant professional qualification.
- Strong understanding of probate law and estate management.
- Excellent communication and interpersonal skills.
- Highly organised with a strong attention to detail.
- Confident using digital systems and databases.
Application & Interview Process
Please find full job description here
- As part of your online application you will be asked for a CV and covering letter. Please review both the advert and job description and outline your most relevant skills experience and knowledge for the role.
- Closing date for applications: Sunday 20th July 2025 23.59pm
Salary:30000 - 3500 DOE London Weighting 3500 (where applicable 2/3 days in London Office per week)
Contract: Permanent Full Time
Based:UK Home Based with monthly travel to our London office or one of our hospices (Marie Curie will cover all travel costs and if required accommodation) OR London Office Embassy Gardens based.
Benefits youll LOVE:
- Flexible happy to discuss flexible working at the interview stage.
- 25 days annual leave (exclusive of Bank Holidays)
- Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%)
- Loan schemes for bikes; computers and season tickets
- Continuous professional development opportunities.
- Industry-leading training programmes
- Wellbeing and Employee Assistance Programmes
- Enhanced bereavement family friendly and sickness benefits
- Access to Blue Light Card membership
- Subsidised Eye Care
Marie Curie is committed to its values which underpin our work. We take stringent steps to ensure that the people who join our organisation through employment or volunteering are suitable for their roles and are committed to safeguarding all our people from harm. This includes our staff volunteers and all those who use or come into contact with our services. We are dedicated to creating not just a safe place to work but also a supportive and rewarding one.
We are committed to a world where everyone can thrive and fulfil their potential. We are devoted to the social justice imperatives and organisational benefits of full diversity inclusion and equity in the workplace and are a Stonewall champion. We actively encourage and welcome applications from candidates of diverse cultures perspectives and lived experiences.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
