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Closing today at 23:00
Battersea Dogs & Cats Home, Battersea (Hybrid)
£28,041 per year
Posted 1 week ago
Closing tomorrow
Place2Be, Greater London (Hybrid)
£37,489 per year
Posted 1 week ago
Closing in 4 days
The American School in London, St John's Wood (On-site)
Up to £46,000 per year
Lead alumni relations, events, and communications to build community and support fundraising globally. Collaborative, dynamic role.
Posted 1 week ago Apply Now
Closing in 5 days
The Advocacy People, Remote
31,634 per annum (pro rata)
Are you a Finance person interested in human rights? Then join our charity on a mission to put people at the heart of everything we do.
Posted 1 week ago
Closing in 4 days
Bite Back, London (Hybrid)
£28,605 - £30,605 per year
The Programmes & Projects Executive is an exciting new role at BiteBack empowering young campaigners through our youth-led schools programme
Posted 1 week ago Apply Now
Closing in 5 days
The Fair Education Alliance, London (Hybrid)
up to £75,000
We are now recruiting a Director of Policy, Public Affairs and Influence to strengthen the FEA’s external leadership
Posted 1 week ago
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Family Education Trust, Remote
40,000
Build our fundraising from the ground up and help shape the national conversation on family policy
Posted 1 week ago
Closing in 7 days
Making The Leap, London (Hybrid)
£40,000 per year
Seeking proactive individual to contact employers to generate job opportunities for our programme participants and manage that relationship.
Posted 1 week ago Apply Now
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Army Cadet Charitable Trust UK, Remote
£5,928.80 per year
We are looking for a professional to bring their skills, enthusiasm, and personal credibility to the team.
Posted 1 week ago Apply Now
Closing in 7 days
Social Interest Group, Croydon (On-site)
£32,000 per year
We are seeking a Dual Diagnosis Worker who has a specialism in mental health and substance use to join our team in Croydon.
Posted 1 week ago
Closing in 5 days
Allen Lane Interim & Permanent Recruitment, Central London (On-site)
£55,000 - £59,000 per year
Posted 1 week ago Apply Now
Page 38 of 67
London, Greater London (Hybrid) 8.93 miles
£33,000 - £39,000 per year
Full-time
Permanent

Actively Interviewing

This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!

Job description

Legacy Case Officer

Location:  London

Hiring range: 33,000-39,000 GBP per year

Hybrid schedule: 2 days/week in office

The Legacy Case Officer is responsible for the professional administration of a substantial portfolio of UK estates in which the charity is a beneficiary. Managing approximately half of the charity’s active UK caseload, you will ensure gifts left in Wills are realised efficiently, compliantly and in line with the charity’s values. This role is central to safeguarding and maximising legacy income and you will exercise sound judgement, manage risk, and build relationships with executors and legal professionals to secure timely and accurate distributions.

About IFAW

International Fund for Animal Welfare (IFAW) is a global leader in animal welfare and conservation. We work tirelessly to protect animals and their habitats around the world. We help animals and people thrive together. Legacy gifts play a vital role in sustaining our critical work worldwide.

Join us in making a lasting impact for animals and the planet, through careful legacy case management.

Role and Responsibilities
Portfolio & Case Management

• Independently manage a diverse caseload including pecuniary, specific and residuary gifts from notification through to final distribution.

• Assess Wills, communications and estate accounts to confirm entitlement and identify risks.

• Proactively progress cases, minimising delays and protecting the charity’s interests.

• Maintain clear case files, identifying where further information is required.

• Escalate complex, high-value or contentious matters in line with internal processes.

Income & Financial Handling

• Contribute to reliable income forecasting through active case monitoring and accurate valuations.

• Support timely and appropriate accruals.

• Ensure estate accounts are reviewed, approved and distributions recorded in line with internal controls.

• Identify opportunities to maximise value where appropriate and proportionate.

Relationship Management

• Build and maintain professional relationships with solicitors, executors and co‑beneficiaries, communicating clearly, confidently and with empathy.

• Represent the charity’s interests with a balance of income protection and reputational awareness, ensuring a smooth experience for all parties.

Risk & Compliance

• Ensure estate administration complies with UK probate and charity law, applying proportionate challenge where it appears inconsistent with the charity’s entitlement.

• Maintain accurate, audit ready records and provide recommendations to progress cases requiring management/Trustee input or carrying reputational risk.

Qualifications and Education Requirements
Essential Experience and Knowledge

• Experience in estate administration, probate casework or legacy management, with working knowledge of UK probate processes and estate documentation.

• Experience reviewing estate accounts and financial information.


Desirable

• Professional qualification or study toward CiCLA, LMAP, STEP, a law degree or equivalent.

• Experience managing residuary or contentious estates and understanding legacy income recognition in a charity context.

We welcome applications from candidates with transferable probate or estate administration experience, even if they have not worked within the charity sector.

Core Competencies

• Strong interpretation of Wills, legal documents and financial accounts; excellent attention to detail.

• Skilled in risk assessment, proportionate decision‑making and accurate CRM use.

• Effective caseload management with clear written communication.

• Confident engagement with legal professionals and executors, handling sensitive matters empathetically.

• Proactive, resilient and collaborative when progressing complex estates.

At IFAW, we aim to create and foster a workforce that reflects and contributes to the diverse, global community in which we work to improve the lives of both animals and people. We are dedicated to fostering justice, equity, diversity, and inclusion so we actively encourage candidates from diverse backgrounds.

Application deadline:  31 March 2026

To apply, please submit CV and letter of interest at Legacy Case Officer | Opportunities

Application resources
Organisation
IFAW View profile Organisation type Registered Charity Company size 21 - 50
Posted on: 04 March 2026
Closing date: 31 March 2026 at 23:30
Tags: Finance, Legal / Law, Operations, CRM, Environment / Animal, Legacy