Legacy case officer jobs in Birmingham
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 DescriptionWe’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: Sunday 4th January 2026
Salary: £41,000 + London Allowance (£3,500)
Contract: Contract, 12 months
Based: Homebased (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.
Thank you!
PMRGCAuk is a small national charity dedicated to supporting people affected by polymyalgia rheumatica (PMR) and giant cell arteritis (GCA). We have a big impact, supporting patients with our small staff team and with the help of a proactive team of volunteers and working closely with leading rheumatologists and researchers to improve diagnosis and treatment of these conditions. As we continue to grow, we are looking for a passionate and dynamic Fundraising Officer.
Key focus of the role
This is a newly created role designed to develop and support our fundraising activities, particularly in the areas of legacy fundraising and grants and trusts, as well as increasing our membership, working alongside our small team. We are a small charity with big ambitions and this role is designed to help us grow and become sustainable in the future.
Key Responsibilities
Legacies:
· To develop a comprehensive legacy fundraising strategy and workflow, in collaboration with the Director and the Fundraising Committee.
· To work with colleagues to raise the profile of legacy fundraising, including production of materials, social media content, website development, etc.
· Work across the charity to ensure legacies are integrated across relevant channels to reach key audiences
· Build a portfolio of case studies in conjunction with the Deputy Director to showcase how legacy giving has impacted the community
Trust and Grants
· Identify and research a pipeline of potential Trust and Grant funders to secure financial support for the charity
· Work with the Director, trustees and other colleagues to develop fundraising applications for new and existing projects
· Develop compelling funding applications with service-user insight to Trust and Grant funders
· Manage and track existing funding received and complete appropriate reporting protocols to the relevant funders
· Produce timely and engaging project reports to inspire future funders and clearly measure impact of any funding received.
Membership
· To develop a strategy to increase membership, including professional membership
· To increase membership, including professional membership in conjunction with the wider PMRGCA team of staff and volunteers
General
· To lead on the development and establishment of a ‘shop’ on our website to generate additional funds.
· Support with other fundraising initiatives within the organisation, for example, Marathon in a Month, Big Give.
· Achieve agreed income targets, with a focus on securing funding from Trusts and Grants, as well as an increase in legacy donations and increased membership
Who We're Looking For:
- A proactive self-starter with experience of legacy and trusts and grants fundraising
- Someone with experience of working in a small voluntary organisation who recognises the needs to be flexible and adaptable
- Someone with knowledge of the UK voluntary sector and a passion for improving health outcomes.
- A strong communicator with excellent writing, project management, and financial skills.
- Someone who is confident with IT systems
Part time – 22.5 hours per week (equivalent to 3 days)
Salary range £27,000-£30,000 FTE (pro-rata 0.6 £16,200- £18,000)
Fixed term contract – 2 years
Location: Home based with occasional travel to meetings in London
This is a fixed-term contract for a period of two years. The fixed-term nature of the post reflects the charity’s current operational and financial planning cycle. Any extension beyond this date will be at the charity’s discretion based on organisational need and affordability.
Closing date: 5th March 2026
Please apply by sending a copy of your CV and a cover letter (no more than 2 sides) outlining why you feel you would be the perfect fit for this role and what you could bring to the organization.
Potential applicants are sometimes put off if they don’t meet 100% of the requirements. We think individual experience, skills and passion make all the difference, so if you meet the majority of the criteria, we’d love to hear from you.
We reserve the right to close the vacancy earlier if we receive sufficient applications so, please submit your application as soon as possible.
The client requests no contact from agencies or media sales.
Thank you!
The Role
At Cruse, we have recently launched our new strategy, setting out our charity’s plans to grow our income and build on our expertise and unique position in the sector. We provide expert bereavement and grief information and support, and our charity has been supporting people for over 65 years. We support adults, children and young people across England, Wales and Northern Ireland, through our national services, over 80 local branches and online information about grief and bereavement. You will lead and develop Cruse’s digital individual giving activity, creating engaging campaigns and supporter journeys that drive sustainable income and strengthen donor relationships.
How to apply
Your application must consist of a CV and covering letter, which outlines your suitability for the role with reference to the Job Description and Person Specification and should be no longer than two pages.
The closing date for applications is Friday 13 March 2026, with interviews taking place on the week commencing 23 March 2026.
Please be advised that if you do not hear from us by Monday 23 March, unfortunately on this occasion you have not been shortlisted.
Cruse welcomes and encourages applications from all protected groups as defined by the Equality Act 2010. Appointment will be made on merit.
Criminal Record Checks
All staff are required to complete a Criminal Record check. Staff working directly with clients will be required to complete an enhanced check. We comply with the relevant codes of practice and they can be viewed online:
- Applicants in England and Wales: DBS Code of Practice
- Applicants in Northern Ireland: AccessNI Code of Practice
Previous convictions will not prevent full consideration of your application to work with Cruse. Our Recruitment of Ex-offenders’ Policy & Handling Criminal Record Check Data Policy are available on request by email.
We comply with all relevant data protection legislation and process your data fairly.
The client requests no contact from agencies or media sales.
Thank you!
About Us
We’re the UK’s leading bowel cancer charity. We’re determined to save lives and improve the quality of life of everyone affected by bowel cancer. We support and fund targeted research, provide expert information and support to patients and their families, educate the public and professionals about the disease and campaign for early diagnosis and access to best treatment and care.
We currently have around 95 staff based in England, Wales, Scotland and Northern Ireland. Thanks to the generosity of our community, we’re in a privileged position to be able to grow our staff team to deliver our ambitious strategy, On a mission. There are huge challenges facing bowel cancer patients across the UK and our community needs us now more than ever. We’re building a strong and united team to bring us closer to a future where nobody dies of bowel cancer.
Senior Early Diagnosis Programme Manager
The Senior Early Diagnosis Programme Manager is a key role as we develop and evolve our early diagnosis programmes at Bowel Cancer UK. The role will provide strategic and operational leadership across the charity’s awareness and engagement programmes and the new Bowel Towns programme. This role will manage a multi-disciplinary team delivering programmes that improve cancer awareness, empower communities, and drive earlier diagnosis.
In addition, as the charity’s services lead for Northern Ireland (NI), the post holder will build high-impact partnerships and develop a regional plan to enhance awareness, early detection, and support for people affected by cancer. You’ll work closely with the Head of Services and Support to ensure our early diagnosis services are impactful, inclusive, and evidence-based.
Safeguarding
Safeguarding is everyone's responsibility and at Bowel Cancer UK we are committed to safeguarding children, young people and vulnerable adults and we expect all staff and volunteers to share this commitment.
Successful candidates may be subject to either a satisfactory basic, standard or enhanced DBS check from the Disclosure and Barring Service (DBS) dependent upon the role.
Registered Charity
51 - 100
We’re the UK’s leading bowel cancer charity. We’re determined to save lives and improve the quality of life of everyone affected by bowel cancer.
The client requests no contact from agencies or media sales.