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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 knowledge of UK probate processes.
- Other info: Diverse and inclusive workplace committed to justice and equity.
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 in London 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 in London
✨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 open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK probate processes and estate documentation. We want you to feel confident discussing how you can manage a diverse caseload and build relationships with executors.
✨Tip Number 3
Showcase your empathy and communication skills during interviews. Remember, this role is all about managing sensitive matters with care, so be ready to share examples of how you've done this in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in making a difference for animals and the planet.
We think you need these skills to ace Legacy Case Officer in London
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 a 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 stakeholders.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
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 Wills, estate administration, and UK probate processes. Being able to discuss specific cases or examples from your experience will show that you understand the complexities involved in legacy management.
✨Showcase Your Relationship Skills
This role involves building relationships with solicitors, executors, and co-beneficiaries. Prepare examples of how you've successfully managed relationships in the past, especially in sensitive situations. Highlight your communication style and empathy.
✨Demonstrate Risk Management Acumen
Be ready to discuss how you assess risks and make decisions in complex cases. Think of scenarios where you had to balance protecting an organisation's interests while ensuring compliance with legal standards. This will show your sound judgement.
✨Prepare for Financial Discussions
Since the role involves income forecasting and reviewing estate accounts, be prepared to talk about your experience with financial information. Bring examples of how you've contributed to accurate valuations or timely distributions in previous roles.