Legacy Administration Team Leader

We’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 here

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