Legacy officer jobs in Westminster, greater london
About SPANA
For over a century, SPANA has been dedicated to transforming the lives of working animals and supporting the people who depend on them. We work with partners worldwide to increase access to essential veterinary treatment and campaign for better welfare standards. We also support owners as they develop the knowledge and skills to look after their animals with confidence and care – while inspiring the next generation to do the same. Together, we're building a world where working animals are healthy and valued, communities are stronger and livelihoods are more secure.
About this role
The Legacy Officer plays a vital role in securing the long-term future of the charity by administering, promoting, and stewarding the charity’s legacy programme, our largest income stream. Legacies are predicted to peak in the next ten years, so this is an exciting time to help us bolster our existing programme, try new and innovative marketing methods to attract new legacy pledgers, and provide ongoing stewardship to legacy pledgers and enquirers, ensuring supporters understand the lasting impact their gift can have on the lives and welfare of working animals across the world. The Legacy Officer will be part of the Philanthropy and Fundraising Partnerships department, working with 5 other team members, and managed by the Head of Philanthropy and Fundraising Partnerships. This position will also be responsible for overseeing the administration of estates in which SPANA has an interest under the guidance of our Legacy Adviser, ensuring compliance with fundraising regulator policies and other legal frameworks.
Contract, location and salary
This is a permanent, full-time (34.5 hours per week) role. This is a UK based position. Applicants must have the right to work in the UK currently and for the duration of the contract. The salary for this role is c. £36,000 per annum.
Further information and how to apply
Please review the job description for full details including a person specification. The deadline for applications is 23:59 GMT on Sunday 29 March 2026.
Registered Charity 
21 - 50
The client requests no contact from agencies or media sales.
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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!
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.
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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!
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
