Legacy Officer

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.

Assist the Legacy Administration Team Leader by playing a pivotal role within the Legacy Administration Team, managing a diverse and active caseload of specific, residuary, and reversionary bequests.
Ensure the protection and maximisation of legacy income for Marie Curie by adhering to best practices and maintaining effective and sensitive communication with solicitors and personal executors, enhancing the charity's reputation.

The Legacy Administration Team plays a crucial role in generating income for the charity, working closely with marketing and local legacy fundraising partners. We promote personal development through ongoing training and collaboration across the Directorate and organisation.

Responsibilities

- Manage a caseload of specific, residuary, and reversionary legacies across the UK.
- Ensure Marie Curie receives its full entitlement in accordance with legal requirements, Wills, and settlements.
- Handle correspondence promptly, meeting internal service level agreements, and update case files accordingly.
- Liaise with other charities and act as lead charity when needed.
- Record and update legacy information in the FirstClass 4 database.
- Regularly review open cases, ensuring timely action to conclude them.
- Scrutinise estate accounts, ensuring correct administration and tax exemptions are applied.
- Obtain tax deduction certificates where cost-effective.
- Allocate legacies to restricted or unrestricted funds as per the Will.
- Comply with Law Society guidelines on Non-Contentious costs.
- Protect Marie Curie's interests in shared estates and lead charity discussions when appropriate.
- Represent Marie Curie in all correspondence with legal professionals and the public.
- Identify opportunities to increase the value of bequests and proactively manage asset sales.
- Recognise risks or disputes affecting entitlement and escalate as necessary.
- Collaborate with Legacy Marketing and Local Legacy teams and contribute to stewardship plans.

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.
- Close date for applications: 4th November 2024

Salary: £28,444 (London Weighting £3,500 where applicable)
Contract: Permanent, Full Time
Based: UK Homebased

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.
We're happy to accommodate any requests for reasonable adjustments. Please email any requests to [email protected]