Legacy administration officer jobs in Bristol

Legacy Case Administration Officer

We are looking for an enthusiastic and motivated Legacy Case Administration Officer to join the team.

This is an exciting time for the Stroke Association as we work to grow the impact of legacy giving.

Position: CE385 Legacy Case Administration Officer

Location: Home-based, UK nationwide. However, occasional travel will be required as part of this role (may include team meetings or other work-related meetings. All work-related travel expenses will be paid)

Hours: Full-time

Salary: £35,000 per annum (inner London weighting £3,950 per annum or outer London weighting £2,275 per annum may be applied in accordance with where you live)

Contract: Permanent

Benefits: 25 days’ annual leave plus bank holidays (this will increase with service up to 30 days, full time equivalent) cashback and discount scheme, employee assistance programme, learning and development, pension scheme, Life Assurance, Eye Care vouchers, Long Service Award, Tax-free childcare, Health Cash Plan, Working Pattern Agreement, flexible working opportunities available.

Closing Date: 1 February 2026

Interview Date: February 2026. Interviews will be held via video conferencing. Please let us know if this will present any challenges when you email your application.

The Role

With legacies already accounting for over half of our donated income, we are committed to increasing the prominence and sustainability of this crucial income stream. We now have a fantastic opportunity for an exceptional, customer-focused individual to join our busy Legacy Case Administration team at a pivotal stage of growth and transformation.

In this role, you’ll work closely with the Legacy Case Manager to implement best practice and optimise this vital income stream for the Stroke Association. Your focus on maintaining high standards will be essential in delivering the highest quality of service, ensuring the team operates efficiently and effectively. Your contribution will play a key part in protecting and maximising this essential source of income, helping to sustain our work across the UK and tackle the devastation of stroke.

If you’re looking for a role where your skills can truly make an impact, we’d love to hear from you.

Key responsibilities will include:

· The administration of all open legacy cases including contentious matters

· Recording of all data related to legacy case administration on the First Class database and any other relevant Supporter CRM

· Provide an excellent experience; communicating sensitively and with empathy when in contact with the variety of different recipients, including professionals, lay executors, and family members

· To assist the Legacy Case Manager with the preparation and management of all records for the annual external audit.

About You

· Good knowledge and experience in charity legacy administration, with a strong working knowledge of probate, and either hold - or be keen to work towards - a recognised professional legacy qualification (such as CiCLA)

· Exceptional attention to detail when managing casework, including reviewing legal documentation and estate accounts

· Excellent communication skills, with the ability to engage sensitively and professionally with supporters, legal professionals, and the public

· Proven experience of working collaboratively within a high-performing team

· Strong networking and relationship management skills.

Please submit your CV, (including details of your current address), and a supporting statement of no more than two pages, demonstrating how you meet the person specification and what you bring to the role in terms of your skills and experience.

Please note that only shortlisted applicants will be notified.

Stroke Association

Finding strength through support

The Stroke Association is the only charity in the UK providing lifelong support for all stroke survivors and their families. We provide tailored support to tens of thousands of stroke survivors each year. This support includes one-to-one and group support, funding vital scientific research into stroke prevention, acute treatment, recovery and long-term care, and campaigning to secure the best care for everyone affected by stroke. 

We’re here for stroke survivors and their loved ones, from the moment they enter the new and frightening post-stroke world, supporting them every step of the way as they find their strength and their way back to life.

It’s only thanks to the generosity of our supporters and donors that we can provide vital support. 

Stroke Association is driven by our ambition to improve the lives of everyone affected by stroke. This means we’re determined to create an equitable and inclusive workplace that benefits from the difference, and thrives on the diversity, of our people. Guided by Our approach to solving inequity in stroke, we are prioritising listening to, and learning from, lived experience across our charity.

We are working to improve the representation of this lived experience at all levels within the Stroke Association and we are eager to recruit applicants from a variety of communities and backgrounds. We are keen to receive applications from people affected by stroke, people of colour, members of LGBT+ communities, and disabled people because these identities and experiences are underrepresented and would add enormous value to how we work.

We are a Disability Confident employer, and we are making great progress focusing on flexible working, reasonable adjustments and access to work. Our charity has a variety of staff network groups and we're committed to continuously improving our diversity and inclusion efforts. If you have questions, or access needs, we’re happy to discuss any support and adjustments we can make throughout the recruitment process so that you’re able to contribute your best in a way that meets your needs.

You may also have experience in areas such as Admin, Administration, Administrator, Legacy Admin, Legacy Administration, Legacy Administrator, Legacy Case Admin, Legacy Case Administration, In Memory, Legacy.

PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.