Legacy Case Officer

Legacy Case Officer

Salary: £30,255 - £37,732 per annum
Location: Remote (with occasional travel to Downton, Salisbury, SP5 3RB and other UK locations as needed)
Hours: Full time, 35 hours per week
Contract: Permanent

We have an exciting opportunity for a Legacy Case Officer to join our Legacy team at Help for Heroes. You’ll be playing a vital role in our legacy fundraising, taking responsibility for a wide variety of legacy cases, and ensuring we receive funds to support veterans and their families to live well after service.

Please see below for more information on what just might be your future role.

About the Role

Legacies are key to our work at Help for Heroes. It is thanks to our generous supporters that we can continue providing practical help and hope to veterans and families across the UK. We wouldn’t be able to continue without them.

The Legacy Case Officer is key in ensuring we will receive these gifts. The role has responsibility for almost half of our legacy income, covering a significant number of non-contentious residuary, specific and life interest cases.

It involves a high degree of autonomy as you will help protect the charity’s income and reputation through sensitive case management, and acting within the limits delegated. You will be supported throughout by your colleagues and manager, with additional learning & development available.

This role is remote to ensure we can recruit the best candidate, but with an expectation to be able to travel occasionally to our Head Office  or London for meetings

About You

You have first-hand experience of dealing in legacy administration, capable of dealing with a variety of charitable gifts and matters. It is not essential to have knowledge of resolving contentious cases, but you are able to identify which may require additional support.

You will be experienced in Charity Legacy Administration with a ILM qualification (CiCLA or Diploma) or relevant experience from the charity or legal sector.

As an individual:

• You are confident and able to work autonomously
• You are empathetic and sensitive when helping bereaved families
• You have strong attention to detail
• You are great at prioritisation and time management
• And you are passionate about legacy fundraising

You are also willing and able to travel as required for meetings, training or other, including to Downton (SP5 3RB) or London, with occasional travel to other UK locations. You are welcome to ask for further information during the interview stage.

You are also comfortable staying away from home overnight on occasion, when required to support events or team activities.

About the Team

This role is a key part of the Legacy Management Team which sits within Legacy & In-Memory, and part of the wider Mass Fundraising Team. We’re a team with a variety of experience and knowledge, always welcoming those with new perspectives.

The team is values-driven, supportive and committed to best practice, learning and continuous improvement. Collaboration sits at the heart of how we work - both within the service and across the wider charity — to ensure we do the best for our beneficiaries.

In return we can offer you:

• Belonging to a team who make a difference to our community and value equality, diversity and inclusion.
• 29 days’ annual leave plus 8 bank holidays, regardless of service — plus your birthday off to celebrate!
• Opportunity to buy and sell up to 5 days annual leave per year.
• Added to our free health scheme from day one, including discounts on dental, opticians, massages, and more - with the option to upgrade.
• 3 volunteer days per year to support the Help for Heroes community.
• A generous salary sacrifice pension scheme with an 8% employer contribution and a minimum 3% employee contribution, plus life insurance up to 4× salary as an active member.

Closing date: 31st May 2026
Interview Process: First Interview (virtual), week commencing 15th JuneSecond Interview (in-person), 25th or 26th June

We reserve the right to close this vacancy early if we receive a high number of strong applications.

We are committed to equality, diversity and inclusion and welcome applications from all backgrounds.