Legacy Management Officer

Cancer Research UK (CRUK); Stratford-upon-Avon; Hybrid; GBP 35,000 - 42,000; Full time

Job summary

Cancer Research UK in Stratford (London Office-based with high flexibility: 1-2 days in the office or home-based anywhere in the UK) is seeking a Legacy Management Officer on a fixed-term contract to September 2027. You will manage legacies and liaise with executors, families and legacy professionals to maximise impact while ensuring careful and compliant handling of gifts.

You'll contribute to the legacy product strategy, build strong stakeholder relationships, and support the Legacy

Qualifications

• Experience in probate, trusts, charity law, or a probate team in private practice.
• Strong knowledge of probate administration, estate accounts, investment management, share valuations, and financial reporting.
• Understanding of taxation including inheritance tax, income tax, and capital gains tax.
• Experience managing a legacy administration function or similar caseload with strong organisation.
• Strong stakeholder management and ability to work across audiences.
• Proactive, adaptable, detail-oriented with fast-paced decision making.

Responsibilities

• Managing a portfolio of pecuniary, residuary and life interest legacies, ensuring cases are administered efficiently, accurately and in line with Cancer Research UK's interests.
• Building positive relationships with executors, solicitors and other legacy professionals, acting as a professional and approachable first point of contact.
• Engaging sensitively with family members and friends of supporters to acknowledge gifts and demonstrate the impact of their legacy on life‑saving research.
• Providing accurate legacy valuations, maintaining case records and ensuring compliance with financial, audit and data protection requirements.
• Supporting the Legacy Partnership Manager with professional engagement activities, including events, visits and relationship‑building initiatives.
• Contributing to the wider legacy strategy by identifying opportunities to improve processes, share success stories and strengthen Cancer Research UK's reputation across the sector.

Skills

Probate admin

Estate accounts

Tax knowledge

Stakeholder mgmt

Time management

Attention to detail

Relationship building

Job description

£38,600 plus benefits

Reports to: Legacy Management Team Leader

Directorate: Marketing, Fundraising & Engagement

Contract: Fixed term contract until September 2027

Hours: Full time 35 hours per (week we are open to compressed hours or part time hours)

Location: Stratford, London Office-based with high flexibility (1-2 days per week in the office) or home-based anywhere in the UK

Closing date: 4th November 2026 23:55

Visa sponsorship: You must be eligible to work in the UK to apply for this vacancy. Cancer Research UK is not able to offer visa sponsorship.

Recruitment process: one stage competency based with a task

Interview date: from 13th November

At Cancer Research UK, we exist to beat cancer.

This is an exciting opportunity to join the UK's largest charity's Legacy Management Team, whose work makes it possible for gifts in Wills to fund around a third of our life‑saving research.

As a Legacy Management Officer, you'll play a vital role in delivering our legacy product strategy, building strong professional relationships across the sector, and ensuring that every gift left to Cancer Research UK is managed with care, professionalism and expertise.

Working collaboratively with executors, families, colleagues and legacy professionals, you'll help maximise the impact of these generous gifts while representing Cancer Research UK as a trusted and valued beneficiary.

What will I be doing?

• Managing a portfolio of pecuniary, residuary and life interest trust legacies, ensuring cases are administered efficiently, accurately and in line with Cancer Research UK's interests.
• Building positive relationships with executors, solicitors and other legacy professionals, acting as a professional and approachable first point of contact.
• Engaging sensitively with family members and friends of supporters to acknowledge gifts and demonstrate the impact of their legacy on life‑saving research.
• Providing accurate legacy valuations, maintaining case records and ensuring compliance with financial, audit and data protection requirements.
• Supporting the Legacy Partnership Manager with professional engagement activities, including events, visits and relationship‑building initiatives.
• Contributing to the wider legacy strategy by identifying opportunities to improve processes, share success stories and strengthen Cancer Research UK's reputation across the sector.

What are we looking for?

• An individual with significant experience in probate, trusts, charity law or probate team in a private practice.
• Strong knowledge of probate administration, estate accounts, investment management, share valuations and financial reporting.
• Sound understanding of relevant taxation, including inheritance tax, income tax and capital gains tax.
• Proven experience managing a legacy administration function or a comparable caseload, with excellent organisational and time management skills.
• Strong stakeholder management and relationship‑building abilities, with confidence working collaboratively across a range of audiences.
• A proactive and adaptable approach, with excellent attention to detail and the ability to make sound decisions in a fast‑paced environment.

Bold: Act with ambition, courage and determination

Credible: Act with rigour and professionalism

Human: Act to have a positive impact on people

Together: Act inclusively and collaboratively

We’re looking for people who can believe in and embody these organisation values and can use them to drive forward progress against our mission to beat cancer.

Eligibility criteria

Internal candidates should ideally have completed their 6‑month ‘getting started’ period before applying for other roles. You should also advise your current line manager at the point you make an internal application, or at the latest, at the point of being invited for an interview.

All internal candidates applying for a secondment, must have:

• completed their getting started period
• discussed their intention to apply and gained approval to apply with their line manager
• been in their substantive (home) role for at least 6 months (this is only applicable if you have previously been on secondment)

If you do not confirm that you meet these requirements, we will not be able to progress your application.

For information about internal learning and development at Cancer Research UK please visit Fuse.

What will I gain?

We create a working environment that supports your wellbeing and provide a generous benefits package, a wide range of career and personal development opportunities and high‑quality tools. Our policies and processes enable you to improve your work‑life balance, take positive steps in your career and achieve your personal wellbeing goals.

You can explore our benefits by visiting our careers web page.

Our vision is to create a charity where everyone feels like they belong, benefits from and participates in, the work we do. We actively encourage applications from people of all backgrounds and cultures, in particular those from ethnic minority backgrounds who are currently under‑represented.

We want to see every candidate performing at their best throughout the job application process, interview process and whilst at work. We therefore ask you to inform us of any concerns you have or any adjustments you might need to enable this to happen.

Unfortunately, we are unable to recruit anyone below the age of 18, so that we can protect young people from health & safety and safeguarding risks.