Legacy Officer

This is an exciting time for Parkinson’s UK, we want to reach as many people as possible so we can improve life for everyone affected by Parkinson’s. We are looking for people to join our network, make genuine connections, and be part of a larger team that works together to support the Parkinson’s community. 

About the role 

This is a new role within the Legacies Team. Our legacy notifications and income have been steadily growing and we are excited to be expanding the team. 

You will be a crucial part in ensuring that all legacies to the charity are administered in a timely and sensitive manner, maintaining and building great relationships with both internal and external stakeholders. 

Legacies currently fund over half of our work and you will have an important role in helping Parkinson’s UK support more people affected by Parkinson’s. 

What you’ll do:

• Work with the Legacy Administration Manager to actively manage a varied caseload

• Handle a mixture of pecuniary, residuary and reversionary legacy cases 

• Tailor your approach to each case depending on the circumstances, having a flexible approach whilst ensuring that all gifts are administered in a timely manner

• Work to optimise Parkinson’s UK legacy income where appropriate 

• Ensure that all bequests to Parkinson’s UK are received and utilised, in accordance with Parkinson’s UK policies, including Local Group gifts

• Maintain your knowledge of current legislation around IHT, CGT, s.119 requirements etc 

• Play an active role in the wider legacy team and promoting Gifts in Wills where necessary

What you’ll bring:

• Demonstrable experience and understanding of charity legacy administration 

• Ability to communicate clearly, assertively and compassionately with Executors, solicitors and bereaved family and friends

• High level of numeracy skills in order to approve complex Estate Accounts and tax calculations 

• Self motivation with prioritising, planning and project management skills 

• Experience of operating in a modern digital workplace, including using digital tools (and what is needed from the role) to work collaboratively and productively. 

• Ideally have experience of using First Class 4 legacy software 

• Either have or are working towards a recognised professional legacy qualification including Certificate in Charity Legacy Administration (CiCLA), Solicitor, or other relevant legal qualification 

This is an exciting time for Parkinson’s UK and we would love you to join us!

Please apply by sending us your CV, together with a detailed supporting statement which will fully demonstrate how you meet all the criteria of the role, as stated in the "What you'll bring" section of the job description.

Interviews for this role will be held from the 26th June 2025.

Anyone can get Parkinson’s. It’s vital that the people who work for Parkinson’s UK are representative of our diverse community. We actively encourage people from all sections of the community to apply, regardless of race, ethnicity, gender identity, age, disability, sexual orientation, or religion.