Legacy case officer jobs in birmingham
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Join our Legacy Administration Team as the right hand to the Team Leader, where you’ll play a key role in managing a vibrant mix of specific, residuary, and reversionary bequests. You’ll help transform supporters’ final wishes into real-world impact, ensuring every generous legacy gift reaches its full potential for Marie Curie’s vital work
Description for Internal Candidates
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 four 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.
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 Curie’s 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 You’ll 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: £30,000 - £35,00 DOE + London Weighting £3,500 (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 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
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.
The client requests no contact from agencies or media sales.
We are looking for a passionate and ambitious Head of Fundraising to lead and grow our voluntary income. Your focus will span the full range of fundraising activities, from statutory and trust funding to developing and increasing income across major donor giving, legacies, corporate partnerships, and individual giving.
This role offers an opportunity to shape how we communicate our value to funders and supporters, build long-term partnerships that reflect our mission, and grow a culture of income awareness across the organisation. It is a fantastic opportunity for an existing Head of Fundraising, or someone who feels ready to take the next step in their career and play a key role in shaping the future of our fundraising strategy.
As Head of Fundraising, you will work closely with the CEO and senior leadership team to increase philanthropic support and voluntary income. You’ll lead our efforts to diversify and grow income streams – securing support from individuals, corporates, and other partners – with a focus on innovation, sustainability, and long-term impact. You’ll be part of an organisation where you can see the direct effect of your work on the services we deliver to keep children safe.
You will lead and support a small team, bring fresh thinking and strong relationship-building skills, and work closely with project leads to ensure our funding reflects real needs and delivers real impact. You will be able to combine strategic and commercial awareness, with hands-on delivery.
This role will give you the opportunity and responsibility to build on our successful fundraising and extend our appeal to new donors as well as maintain our existing supporters. You will need demonstrable fundraising experience and the ability to work confidently as a strategic thinker as well as a practical fundraiser. You will come with strong ideas and skills to implement them.
If you’re driven by making a difference – especially, in the field of child protection and want to bring your fundraising leadership to a mission that matters, we’d love to hear from you.
What you’ll get from us
We offer hybrid working, with a minimum of 2 days in the office after one month in the position, a NEST pension, 33 days’ annual leave rising to 38 days (inclusive of statutory bank holidays following qualifying period), up to 5 days’ learning and development per year, flu jabs, eye tests, charity discounts, an employee assistance programme and the option of Benenden medical cover. We are proud to partner with the Living Wage Foundation and be an accredited employer of choice.
Safeguarding
We are committed to safeguarding and protecting the vulnerable adults, children and young people that we work with. As such, all posts are subject to a safer recruitment process including the disclosure of criminal records and vetting checks. We ensure that we have a range of policies and procedures in place which promote safeguarding and safer working practices across our services.
Equality, diversity and inclusion
We believe in creating a positive environment where our differences are respected and each of us feels valued for our contribution. Showing respect and consideration to all is part of our values and at the core of our culture.
As an inclusive employer, all qualified candidates will be considered regardless of race, ethnicity, religion or belief, age, socioeconomic background, gender identity or expression, sexual orientation, pregnancy and maternity and caring responsibilities, marital status, nationality and disability including invisible disabilities and neurodiversity. As part of our safer recruitment process, we actively remove bias from applications i.e. applications are anonymised prior to sharing with the recruiting panel and equal opportunity monitoring forms are removed from applications on receipt and retained by HR for analysis reporting.
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To prevent child sexual abuse and exploitation
The client requests no contact from agencies or media sales.
This is a brand new role with Action Duchenne, leading our new Fundraising and Communications team. This role is part of the Senior Leadership Team.
Applications close at 9am on Monday 21st July 2025, with interviews likely to take place in the weeks commencing 28th July and 4th August 2025. To apply, please click 'Apply', where you will be redirected to our application form.
Main Purpose of the Role:
To manage, lead and support the Fundraising and Communications Team to retain donors, increase income and provide clear direction for our communications. This role will involve supporting relationships with sponsors of Action Duchenne’s International Conference, developing and implementing the fundraising and communications strategy, and reviewing our case for support for our core work and projects.
Specific Tasks:
The focus areas and key deliverables of this role are as follows:
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Develop and deliver on a clear fundraising and communications strategy, with annual action plans and clear objectives and KPIs for team members.
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Understand and keep abreast of sector trends and compliance updates relating to fundraising and communications
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Develop and maintain oversight of all budgets, targets, forecasts and processes relating to fundraising and communications
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Co-ordinate the prioritising of income streams, including community, individual giving, corporate, legacy and trust and grants
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Research, identify, and where there is capacity, pursue income generation opportunities that match the objectives of Action Duchenne
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Ensure Action Duchenne is compliant with all applicable elements of the Fundraising Regulator’s Code of Fundraising Practice, law, and the Charity Commission relating to fundraising
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Research, identify and apply to Trusts and Foundations with a clear pipeline
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Prepare reports for Trustees either for the full Board, or where required, to sub committees, which will include fundraising and communications progress against objectives.
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With a team keen to learn, provide leadership and hands on support to ensure objectives are achieved
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Undertake a review of all Communications materials, including social media and website
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Lead by example across the team and organisation
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Be part of, and therefore contribute towards and prepare for Senior Leadership Team meetings
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Identify existing or potential events to develop relationships with funders, including Action Duchenne’s annual international conference
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Feed in to the development of the international conference, led by the Head of Operations & Events
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Work with staff across the organisation to ensure all elements of work are collaborative, specifically when submitting funding bids or developing the annual international conference
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To maintain the contact database, keeping it up to date and accurate
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Continue to invest in professional development in yourself and your team, including safeguarding
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Identify opportunities, alongside the team, for cross team working - including residentials; family events; Science Educations workshops with regional meetups and education visits to schools and local authorities.
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Obtain, decipher and provide training to the Support Team on new updates relevant to Duchenne families, such as DLA, EHCP and more.
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Work closely with your team, to ensure that each family receives the best support possible, and that long-term support is provided.
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Lead on the development and delivery of monthly reporting of engagement and support contact, which will feed into the wider All Through Support journey.
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To work with the Head of Operations and Events to contribute to Agenda topics and speakers from the community; assign roles for the conference to the Support Team.
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Establish a database for external stakeholders also supporting those living with Duchenne on a national basis, fed in to from the Support Team.
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To develop a triaging and caseload process for the Support Team, and how best to regularly monitor this.
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Be involved in the recruitment, selection, and induction of volunteers appropriate to your area of work.
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Coordinate cover for the Support Team when there is sickness or leave.
Further details can be found on the person specification attached.
Action Duchenne is committed to having a team that is made up of diverse skills and experiences. We encourage applicants from all sectors of the community and are especially keen to encourage candidates with relevant lived experiences and those from under-represented groups to apply.
The client requests no contact from agencies or media sales.