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- Tasks: Manage a diverse portfolio of UK estates and ensure timely distributions.
- Company: Join IFAW, a global leader in animal welfare and conservation.
- Benefits: Hybrid work schedule, competitive salary, and opportunities for professional growth.
- Why this job: Make a lasting impact for animals and the planet through legacy case management.
- Qualifications: Experience in estate administration and strong attention to detail required.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 33000 - 39000 £ per year.
Staff work a hybrid schedule with 2 days/week in the 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 & 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.
Hiring range is 33,000-39,000 GBP per year. Closing date for receipt of applications: 31 March 2026.
Legacy Case Officer employer: International Fund for Animal Welfare - ifaw
Contact Detail:
International Fund for Animal Welfare - ifaw Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legacy Case Officer
✨Tip Number 1
Network like a pro! Reach out to people in the charity sector, especially those involved in legacy case management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching IFAW and its values. Show us how your experience aligns with our mission to protect animals and their habitats. We love candidates who are passionate about our cause!
✨Tip Number 3
Practice your communication skills. As a Legacy Case Officer, you’ll need to build relationships with executors and legal professionals. Role-play scenarios with friends to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Legacy Case Officer
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Legacy Case Officer role. Highlight your experience in estate administration and how it aligns with our mission at IFAW. We want to see how you can contribute to our cause!
Showcase Your Skills: Don’t forget to emphasise your attention to detail and risk assessment skills. These are crucial for managing our diverse caseload effectively. We love seeing candidates who can demonstrate their ability to handle sensitive matters with empathy.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon. We appreciate candidates who can communicate effectively, just like we do with our executors and legal professionals.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at IFAW!
How to prepare for a job interview at International Fund for Animal Welfare - ifaw
✨Know Your Wills and Estates
Make sure you brush up on your knowledge of UK probate processes and estate documentation. Familiarise yourself with common terms and concepts related to legacy management, as this will help you speak confidently about your experience and understanding during the interview.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've built and maintained professional relationships in previous roles. Think about times when you communicated effectively with solicitors or executors, and be ready to discuss how you handled sensitive matters with empathy.
✨Demonstrate Your Attention to Detail
Since this role requires excellent attention to detail, consider bringing along a case study or example of your work that highlights your ability to manage complex information accurately. Be prepared to discuss how you ensure compliance with legal and charity regulations.
✨Be Proactive and Resilient
Think of instances where you had to be proactive in managing a caseload or overcoming challenges. Share these stories to illustrate your resilience and collaborative approach, which are key traits for successfully progressing complex estates.