Legacy administration officer jobs in Bristol

Company Description

Marie Curie is the UK’s 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 4 nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our 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, they’re likely to die from.

Job Description

We’re looking for an exceptional Legacy Administration Team Leader to play a critical role in safeguarding and maximising one of Marie Curie’s most significant income streams. This is a senior operational role suited to someone with large-charity experience, a strong commercial mindset, and the confidence to manage a high-volume, high-value caseload in a fast-paced environment.

You’ll oversee a team of three Legacy Officers, providing expert guidance, coaching and performance management while maintaining accountability for a portfolio of around 900 active cases. Alongside this, you’ll personally manage approximately 50 complex and contentious matters, including litigation-related cases, ensuring Marie Curie’s interests are protected through robust decision-making, cost-benefit analysis and close collaboration with our legal team.

What You’ll Do

• Lead, support and develop three Legacy Officers, ensuring high performance, quality assurance and clear progression pathways.
• Hold oversight and accountability for 900+ legacy cases, ensuring accuracy, compliance and timely administration.
• Manage a personal caseload of 50 complex and contentious matters, including litigation, disputes and reputationally sensitive issues.
• Work closely with the legal team, executors, solicitors and co-beneficiaries to protect Marie Curie’s entitlement.
• Apply strong commercial judgement, undertaking cost-benefit analysis and making informed decisions on behalf of the charity.
• Monitor KPIs, SLAs and quality standards, ensuring consistent excellence across the team.
• Provide expert technical guidance on wills, probate, tax, trusts and multi-jurisdictional UK estate administration.
• Support process improvement, systems optimisation and operational best practice.
• Deputise for the Legacy Administration Manager when required.

Skills & Experience Needed

• Proven line management experience, including performance management, coaching and developing staff.
• Significant experience in a large charity legacy administration team, ideally handling income of £20m+ annually.
• Demonstrable experience managing contentious and complex legacy cases, including litigation and dispute resolution.
• Advanced technical knowledge of wills, probate, trusts, tax and estate administration across multiple UK jurisdictions.
• Strong commercial mindset, able to assess risk, analyse costs and make confident, informed decisions.
• High-volume caseload management experience, with exceptional organisational skills and the ability to prioritise under pressure.
• Excellent stakeholder management, able to influence solicitors, executors, co-beneficiaries and internal teams.
• Exceptional attention to detail, especially when reviewing legal documentation, estate accounts and financial information.
• Strong systems capability, ideally with experience using FirstClass4 or similar legacy administration platforms.

Please see full job description

Application & Interview Process

• As part of your online application, you will be asked for a CV. Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role.
• Close date for applications: Thursday 2nd April. Please note, we are reviewing applications as they come through and we reserve the right to close the advert sooner. We encourage applying early if you are interested. 

Salary: £45,000 + London Allowance (£3,500) where applicable 

Contract: 12 months Fixed Term Contract 

Based: Homebased (or can be based in London office 2 days per week)

Benefits you’ll LOVE:

• Flexible working. We’re 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

 

Additional Information

At Marie Curie, our values are central to everything we do. They guide how we care for people, how we work together, and how we make decisions every day. We are committed to creating a workplace that is safe for everyone — staff and volunteers alike — supportive, inclusive and rewarding.  We take stringent steps to ensure that anyone who joins our organisation are suitable for their roles and are committed to safeguarding all our people from harm. We actively consider our impact on the planet, embedding sustainability into everyday decisions to create a lasting, positive difference for the individuals we care for and the world we share.

We believe everyone should have the opportunity to thrive and fulfil their potential. Marie Curie is deeply committed to diversity, equity and inclusion, recognising both the social justice imperative and the strength a diverse workforce brings.  We actively encourage applications from people of all cultures, perspectives and lived experiences.

We are happy to make reasonable adjustments throughout the recruitment process. If you require any support, please contact us at .

Every application we receive is personally reviewed by a member of our Talent Acquisition team, and in return, we ask that your application authentically reflects you — your experience, perspective and voice.

Mary’s Meals is a global movement supported by people from all walks of life and we are focused on one goal – that every child receives a nutritious daily meal in a place of education. We offer more than just a career, we offer the opportunity to support our global movement in a dynamic and inclusive environment with a real focus on personal development.

We are recruiting for a dedicated Legacy Officer to join our Finance team and be responsible for the administration of the legacy income process. Reporting to our Finance Business Partner, you will take ownership of the recording of our legacy income, an important area of growth for Mary's Meals.

Key responsibilities

• Set up records and create case files on Salesforce for all legacy bequests received from solicitors and from notifications of bequests on the Smee and Ford website.
• Record the details of all legacy bequests in the case file on Salesforce.
• Set up a SharePoint folder for the notified legacy bequests.
• Upload all legacy documentation received into the legacy case files on salesforce and into the SharePoint folder.
• Respond to the solicitor or personal executor acknowledging the legacy bequest, thanking the next of kin on behalf of major giving and requesting any further documentation.
• Raise tasks on the salesforce legacy case files as a reminder to follow up with the solicitor or the personal executor as to the progress of the legacy administration.
• Correspond in a timely manner with solicitors and personal executors to enquire into progress of the legacy administration.
• Throughout the legacy administration process update the legacy case files with notes of the correspondence with the solicitor or personal executor.
• On receipt of the legacy income complete the documentation requested by the solicitor and close the legacy case file on Salesforce.
• Escalate any issues identified to the Finance Business Partner Income.
• Review the open legacy case files with the Finance Business Partner Income and follow up on actions raised.
• Highlight any improvements/enhancements to the legacy process to the Finance Business Partner Income.

To apply for the role of Legacy Officer based at Mary’s Meals UK, please follow the apply instructions on Charity Job.

Applicants must hold full right to work in the UK.

We welcome applications from candidates of all different backgrounds and identities to apply. We are committed to building an inclusive and diverse charity providing a supportive place for you to do the best and most rewarding work of your career.

Applications will be reviewed on an ongoing basis and interviews arranged accordingly.

We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.

We have an exciting opportunity for an experienced Salesforce Administrator to play a key role in the next phase of our organisation-wide Salesforce rollout. Having successfully implemented Salesforce for donor management, we are now expanding the platform to support our international field operations. 

Working as part of our International Salesforce team, you will configure a brand‑new Salesforce NPC platform, integrate it with our existing NPSP donor system, and provide day‑to‑day support to users across 18 countries. You’ll be a Salesforce product champion - triaging support tickets, delivering configuration changes, supporting testing, and helping drive continuous improvement across the organisation. 

This is a highly collaborative role, working closely with our Salesforce Developer & Product Owner, Project Manager, and stakeholders around the world. Occasional travel to our London office and internationally may be required. 

About you 

You are a certified Salesforce Administrator with strong experience building and configuring Salesforce from scratch. You’re a confident communicator, an excellent problem solver, and comfortable supporting and training users in an international environment. Experience with NPSP and / or NPC is required. You must be a fluent English speaker with the right to work in one of the following countries: UK, Albania, Bosnia-Herzegovina, Bulgaria, Denmark, Germany, Moldova, Netherlands, Norway, Romania or Ukraine. 

About us 

Mission Without Borders is an international Christian organisation working with poor and marginalised families and children across Eastern Europe. We support communities through practical, emotional, and sustainable development initiatives - serving people regardless of religion or ethnic background. 

Rewards and benefits 

• Up to 30 days annual leave plus bank holidays 

• Pension scheme 

• Flexible working, with occasional travel 

Help develop a new international Salesforce platform, transforming the lives of families, children, and communities in Eastern Europe. Working with 18 countries, this is a real opportunity to make a difference. 

Responsible To:  Conservation Manager Wales
Location:  Home based, with frequent travel around the project site in the Alun Valley, Vale of Glamorgan, S Wales.
Salary:  £28,148 - £32,519 plus 8% employer pension contribution
Hours: Full time, 37 Hours Per Week (1 FTE)
Contract:  Fixed term contract ending 31st August 2027
 
Natur am Byth! is Wales' flagship species recovery programme. Funded by the National Lottery Heritage Fund (NLHF), Natural Resources Wales, Welsh Government, Welsh Government’s Landfill Disposals Tax Communities Scheme, Arts Council Wales and Esmee Fairbairn, Natur am Byth unites nine environmental charities to deliver the country’s largest natural heritage and outreach programme to save species from extinction and reconnect people to nature.

The High Brown Fritillary is the UK’s most threatened butterfly species, with a single colony remaining in Wales, where it is restricted to Old Castle Down and Cwm Alun in the Vale of Glamorgan. As such, the species is highly vulnerable to extinction and is a priority for targeted action through Natur am Byth! as one of a small number of single species focal projects. This post focuses on delivering surveys, monitoring and habitat improvements for High Brown Fritillary in the Alun Valley alongside wider species actions contributing to Natur am Byth! in South Wales. 
 
Job Purpose 

•  Deliver agreed conservation outcomes for the High Brown Fritillary single species project within Natur am Byth! in the Vale of Glamorgan. Lead on the delivery of survey and monitoring work, habitat management, volunteer coordination and liaison with graziers, landowners, farmers, partners and contractors to achieve the necessary habitat management outcomes. 
• Work closely alongside the High Brown Fritillary Project Officer focused on the community engagement outcomes of Natur am Byth!, which complement the conservation outcomes. With volunteering and community engagement a critical part of delivering species recovery and ensuring its legacy, close communication and collaboration is essential to deliver this role effectively. 
•  Deliver targeted habitat management activities and conservation advice, survey and monitoring for wider species outcomes within South Wales. 

 
Main Responsibilities

• Lead conservation action targeting High Brown Fritillary within the Alun Valley through liaison with internal and external partners and stakeholders (including private landowners, commoners, land managers, and NRW). 
• Coordinate and manage site-wide habitat monitoring and assessment for High Brown Fritillary to ensure management activities are delivering successfully. 
• Deliver site advisory visits providing specific ecological advice on habitat management for butterflies and moths to benefit threatened species as part of wider site management objectives.
• Manage targeted habitat improvements for High Brown Fritillary and Adder in the Alun Valley through supervision of habitat management contracts and coordination and delivery of volunteer work parties. 
• Organise and deliver a series of conservation workshops to share and promote good practice in grazing and habitat management techniques for threatened species. 
• Lead and collate GIS mapping of species, habitat and project activities to support project reporting, activity planning and ongoing monitoring. 
• Maintain good working relationships with key landowners & commoners,  securing all relevant permissions to undertake appropriate land management where required and engage them in Natur am Byth! events and outcomes.
• Review Natur am Byth! project objectives and schedule and revise actions to maximise impact for species and key stakeholders for an effective project legacy. 
• Manage the conservation elements of the project budget alongside your line manager, and maintain administrative systems to ensure effective delivery and evaluation of the project.
• Ensure effective health and safety procedures are in place for all participants, including staff, public, volunteers, project partners and other BC staff. 
• Promote and publicise the work of the project through events, presentations, print and social media. 
• Contribute to conservation delivery for species within Natur am Byth! and Butterfly Conservation’s wider work within South Wales in agreement with your line manager.

 
General

• Promote BC’s values (Excellence, Passionate, Inspiring, Collaborative) ensuring they are adopted in all aspects of the role.
• Undertake any other reasonable duties as required and commensurate with the grade of post.
• Undertake all duties and responsibilities in compliance with the rules and regulations encompassing equal opportunities to help foster a diverse workforce.
• Work in accordance with BC’s policies, procedures, and codes of conduct
• Actively participate in on-going professional development activities.

 
Candidates must have the right to work and be resident in the UK.

We reserve the right to close the vacancy early before the advertised closing date and time.

Closing date: 7 April 2026, 9am
Interviews will be held on 16 April 2026
 
Teitl Swydd:  Swyddog Cadwraeth Natur am Byth! 
Yn atebol i:  Rheolwr Cadwraeth Cymru
Lleoliad:  Gartref, gan deithio'n aml o amgylch safle'r prosiect yn Nyffryn Alun, Bro Morgannwg, De Cymru.
Cyflog:  £28,148 - £32,519 ynghyd â chyfraniad pensiwn cyflogwr o 8%
Oriau: Llawn amser, 37 awr yr wythnos (1 FTE)
Contract:  Contract tymor penodol yn dod i ben ar 31 Awst 2027
 
Natur am Byth! yw rhaglen flaenllaw Cymru ar gyfer adfer rhywogaethau. Caiff Natur am Byth ei ariannu gan Gronfa Dreftadaeth y Loteri Genedlaethol, Cyfoeth Naturiol Cymru, Llywodraeth Cymru, Cynllun Cymunedau Treth Gwarediadau Tirlenwi Llywodraeth Cymru, Cyngor Celfyddydau Cymru ac Esmee Fairbairn, ac mae’n dod â naw elusen amgylcheddol ynghyd i gyflawni rhaglen treftadaeth naturiol ac allgymorth fwyaf y wlad i achub rhywogaethau rhag difodiant ac ailgysylltu pobl â natur.
 
Y Fritheg Frown yw'r glöyn byw sy’n wynebu’r bygythiad mwyaf yn y DU, gydag un gytref ar ôl yng Nghymru, lle mae wedi'i gyfyngu i Old Castle Down a Chwm Alun ym Mro Morgannwg. O'r herwydd, mae'r rhywogaeth yn agored iawn i ddifodiant ac mae'n flaenoriaeth ar gyfer camau gweithredu wedi'u targedu drwy Natur am Byth! fel un o nifer fach o brosiectau sy'n canolbwyntio ar un rhywogaeth. Mae'r swydd hon yn canolbwyntio ar gyflawni arolygon, monitro a gwella cynefinoedd ar gyfer y Fritheg Frown yn Nyffryn Alun ochr yn ochr â chamau gweithredu ehangach ar gyfer rhywogaethau er mwyn cyfrannu at Natur am Byth! yn Ne Cymru. 
 
Pwrpas y Swydd 

•  Cyflawni canlyniadau cadwraeth y cytunwyd arnynt ar gyfer prosiect rhywogaeth sengl y Fritheg Frown o fewn Natur am Byth! ym Mro Morganwg. Arwain ar gyflawni gwaith arolygu a monitro, rheoli cynefinoedd, cydlynu gwirfoddolwyr a chysylltu â phorwyr, tirfeddianwyr, ffermwyr, partneriaid a chontractwyr i gyflawni'r canlyniadau rheoli cynefinoedd angenrheidiol. 
• Gweithio'n agos ochr yn ochr â Swyddog Prosiect y Fritheg Frown gan ganolbwyntio ar ganlyniadau ymgysylltu cymunedol Natur am Byth!, sy'n ategu'r canlyniadau cadwraeth. Gyda gwirfoddoli ac ymgysylltu cymunedol yn rhan hanfodol o gyflawni adferiad y rhywogaeth a sicrhau gwaddol, mae cyfathrebu a chydweithio agos yn hanfodol i gyflawni'r rôl hon yn effeithiol. 
•  Cyflwyno gweithgareddau rheoli cynefinoedd a chyngor cadwraeth wedi'u targedu, arolygu a monitro ar gyfer canlyniadau rhywogaethau ehangach yn Ne Cymru. 

 
Prif Gyfrifoldebau

• Arwain camau cadwraeth sy'n targedu'r Fritheg Frown yn Nyffryn Alun trwy gysylltu â phartneriaid a rhanddeiliaid mewnol ac allanol (gan gynnwys tirfeddianwyr preifat, cominwyr, rheolwyr tir, a CNC). 
• Cydlynu a rheoli gwaith monitro ac asesu cynefinoedd ar draws safleoedd cyfan ar gyfer y Fritheg Frown i sicrhau bod gweithgareddau rheoli yn cyflawni'n llwyddiannus. 
• Cynnal ymweliadau cynghori ar safleoedd gan roi cyngor ecolegol penodol ar reoli cynefinoedd ar gyfer gloÿnnod byw a gwyfynod er budd rhywogaethau sydd dan fygythiad fel rhan o amcanion rheoli safleoedd ehangach.
• Rheoli gwelliannau wedi'u targedu i gynefin y Fritheg Frown a'r Wiber yn Nyffryn Alun trwy oruchwylio contractau rheoli cynefinoedd a chydlynu a darparu partïon gwaith gwirfoddol. 
• Trefnu a chyflwyno cyfres o weithdai cadwraeth i rannu a hyrwyddo arfer da mewn technegau pori a rheoli cynefinoedd ar gyfer rhywogaethau dan fygythiad. 
• Arwain a choladu gwaith mapio GIS ar gyfer rhywogaethau, cynefinoedd a gweithgareddau’r prosiect i gefnogi gwaith adrodd, cynllunio gweithgareddau a monitro parhaus y prosiect. 
• Cynnal perthnasoedd gwaith da gyda thirfeddianwyr a chominwyr allweddol, gan sicrhau'r caniatâd perthnasol i ymgymryd â gwaith rheoli tir priodol lle bo angen a'u cynnwys yn nigwyddiadau a chanlyniadau Natur am Byth!.
• Adolygu amcanion prosiect Natur am Byth! a threfnu a diwygio camau gweithredu i gael yr effaith orau posibl ar rywogaethau a rhanddeiliaid allweddol er mwyn sicrhau gwaddol effeithiol i'r prosiect. 
• Rheoli’r elfennau cadwraeth sy’n gysylltiedig â chyllideb y prosiect ochr yn ochr â'ch rheolwr llinell, a chynnal systemau gweinyddol i sicrhau bod y prosiect yn cael ei gyflawni a'i werthuso'n effeithiol.
• Sicrhau bod gweithdrefnau iechyd a diogelwch effeithiol ar waith i bob cyfranogwr, gan gynnwys staff, y cyhoedd, gwirfoddolwyr, partneriaid y prosiect ac aelodau staff eraill Gwarchod Gloÿnnod Byw. 
• Hyrwyddo a rhoi cyhoeddusrwydd i waith y prosiect drwy ddigwyddiadau, cyflwyniadau, cyfryngau print a chyfryngau cymdeithasol. 
• Cyfrannu at gyflawni cadwraeth ar gyfer rhywogaethau o fewn gwaith ehangach Natur am Byth! a Gwarchod Gloÿnnod Byw yn Ne Cymru mewn cytundeb â'ch rheolwr llinell.

 
Cyffredinol

• Hyrwyddo gwerthoedd Gwarchod Gloÿnnod Byw (Rhagoriaeth, Angerddol, Ysbrydoledig, Cydweithredol) gan sicrhau eu bod yn cael eu mabwysiadu ym mhob agwedd ar y rôl.
• Ymgymryd ag unrhyw ddyletswyddau rhesymol eraill yn ôl yr angen ac sy’n gymesur â gradd y swydd.
• Ymgymryd â'r holl ddyletswyddau a chyfrifoldebau yn unol â'r rheolau a'r rheoliadau sy'n cwmpasu cyfleoedd cyfartal er mwyn helpu i feithrin gweithlu amrywiol.
• Gweithio yn unol â pholisïau, gweithdrefnau a chodau ymddygiad Gwarchod Gloÿnnod Byw
• Cymryd rhan weithredol mewn gweithgareddau datblygiad proffesiynol parhaus.

 
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