Gifts in Wills plays a vital part in this, making one in three of Alzheimer’s Research UK’s (ARUK) pioneering research projects possible. This provides the platform for the continued investment in the legacy programme ensuring a strong pipeline is developed to support the research ambitions of the Charity. The Legacy Casework officer is responsible for working on the case load of open legacy cases, taking responsibility for pecuniary, residuary legacies, and contentious cases, with the support of the Legacy Casework Manager (LCM). The role requires experience and understanding of legacy administration, including knowledge of the legislation and precedents, ability to guide lay executors, review estate accounts, answer audit queries related to casework, and support the LCM to ensure the charity receives its entitlement, as per the Charity Commissions regulations. It is also the responsibility of the Legacy Casework officer to ensure that the Legacy Admin CRM, First Class, is accurately representative of each case and all cases are in line with data protection principles. Main duties and responsibilities of the role: Legacy administration · Manage legacy cases assigned by LCM from notification to receipt. · Record new legacy cases and all appropriate information, including income, using databases, setting up regular reviews in line with the Charity’s policy until the completion of the administration. · Send correspondence to the solicitors, executors and next of kin including all relevant information, with support of LCM where necessary. · Ensuring the charity receives its full entitlement, satisfying legal requirements by requesting copies of all relevant documentation, as outlined by the LCM. · Assisting with the end of the Charity’s financial year auditing and accruals process, by attending and supporting LCM in audit meetings, as and when required. · Reporting on notifications, highlighting any trends in notifications and/or gifts to LCM and Head of Legacy and In-Memory Giving. · Advising, and supporting the LCM, in development of legacy casework processes and policies. · Sign receipts for legacies as a delegated officer of ARUK. Team support · Inputting into annual planning and development of legacy and in memory marketing plans. · Being actively involved in cross-functional activities as required, including matrix working. What we are looking for: · Experience of using First Class · Qualified or working towards Certificate in Charity Legacy Administration/ Equivalent probate legal background · Ability to manage multiple caseloads and remain calm under pressure. · Excellent communication skills (written and oral) · Excellent attention to detail, with the ability to analyse data to spot trends · Delivers a high level of service to stakeholders, both internal and external · Able to work as part of a team and autonomously when required Additional Information: Ways of working: As part of our Agile ways of working you will be required to work approximately 2 days a week from the office, which is subject to the requirements of the role and the business needs. Flexibility on where you work can be split between working from home and our office. Roles that are classed as part of the Agile ways of working are not able to claim any costs for Mileage/Travel on Public Transport, Accommodation and/or Meals. This includes when attending the office for various meetings/events. Our Office : Our office is at 3 Riverside, Granta Park, Great Abington, Cambridge, CB21 6AD. Salary : Circa £29,500 per annum, plus benefits. Please download the Vacancy Pack on our website for more information. The closing date for applications is the 17th August 2025, with interviews being arrange once shortlisting has been completed. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We would encourage you to submit your application at the earliest opportunity, as on occasion we may have to bring forward the interview date and/or the closing date based on the needs of the business. Although a possibility, this will only happen in exceptional circumstances. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We value diversity and are committed to creating an inclusive culture where everyone can be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures, in particular those from ethnic minority backgrounds who are currently under-represented. Any offer of employment is however subject to you having the right to work in the UK. As part of our commitment to being an inclusive employer and ensuring fairness and consistency in our selection process, we will handle your CV and application with the utmost confidentiality. While we strive to anonymise your CV where possible, there are certain sections, such as the application question, that cannot be fully anonymised. We kindly ask that you remove any personal information, including your name, when answering the application question. The hiring panel will not have access to your personal details, such as your name and address, until you are invited for an interview. Should you require any adjustments at either the application or interview stage, please contact us via our website How to apply: Please create an online account using our Online Recruitment Platform which can be accessed through our Job Vacancies page. You will be able to attach your CV to your application and track the status of your application. About Alzheimer’s Research UK: Alzheimer's Research UK is the UK's leading dementia research charity. Our mission is to accelerate progress towards a cure. Today 1 in 2 people will be impacted by dementia, either through caring for a loved one, developing it themselves or tragically both. But there is hope. There has never been a more important and exciting time in dementia research. With promising new drugs in clinical trials that slow the progression of the diseases that cause it, and revolutionary new ways to diagnose them on the horizon, we are now at a tipping point. Working with the smartest minds globally and across the UK, with industry and academia, Alzheimer’s Research UK is uniquely placed to invest in the very best research identifying barriers to a cure and knocking them down so that there are more and better treatments for everyone with dementia. For the first time in history, we can see a future where people with dementia can get a swift and accurate diagnosis, and effective treatments that could slow or even stop their disease. We stand for everyone affected by dementia. We stand for a cure. In 2024, we were incredibly proud to be awarded a 3-star accreditation by Best Companies which recognises ‘World Class’ levels of workplace engagement. This is the second consecutive time; we have been awarded a Best Companies 3-star accreditation. We were also listed in the prestigious Best Companies lists: · 18th in the 100 Best Large Companies to Work For in the UK. · 10th in the 50 Best Companies to Work For in the East of England. · 2nd in the 30 Best Companies to Work For in the Charity Sector. ARUK really does look after its people, where you will be able to add value and make a difference. To view further details about working for us and the benefits we offer, please visit Alzheimer’s Research UK