Legacy officer jobs

Location (UK): Office Hybrid* - London / Sheffield
Hours: Full-time, 35 hours per week (Part-time 28 hours plus considered)
Benefits: Read more about this on our profile page
Travel: Travel to London or Sheffield offices on a monthly/bi-monthly basis

Join us and use your skills, knowledge, passion and energy to help us achieve a future free from arthritis.

We are looking for a Gifts in Wills Officer to join our team to support with the stewardship and retention of our gifts in Wills enquirers and pledgers, and the further marketing of this important income stream. With gifts in Wills making up around 80% of our income it is crucial for our ability to move towards a future free from arthritis, and this role plays a key part in making sure our pledgers have a brilliant experience with us and understand the impact that their incredible gift will have for people with arthritis. As part of the gifts in Wills team you will sit within the wider Public Fundraising department, a collection of teams who are curious, collaborative and ambitious in our work to grow our income and impact.

About the role

Recently shortlisted for the Excellence in Stewardship Legacy Giving Award, the gifts in Wills team put our supporters at the heart of everything they do. This role is a varied one that collaborates with colleagues and supporters daily. That could be working with our innovation team to maximise marketing opportunities to our Inspire product members, ensuring our website content is a powerful call to action, or working with our supporter journey team to plan an exceptional welcome journey for new gifts in Wills enquirers. You will also be a key point of contact for our supporters, stewarding one-on-one via email, phone or in person, and also working on mass impact communications to retain their support. Since we rebranded to Arthritis UK in October 2025, we have seen a big rise in potential supporters, and you will play a key part in delivering a brilliant experience to them.

About you

If your knowledge, skills and experience include the following then we'd love to hear from you:

• Experience of building excellent relationships with a wide range of customers or supporters, across different channels and face to face, anticipating their needs and creating a high-quality supporter experience.
• Experience of project management, developing and executing plans and projects within budget and on time.
• Experience of working in Legacy fundraising/marketing, with an understanding of the audience's needs.
• Excellent relationship management skills - passionate about people, strong listening skills, able to demonstrate empathy and emotional intelligence.
• A proactive and solution-focussed approach.

*As a hybrid worker the expectation is that you will spend around 40% of your working time in our office spaces or working in community settings. As an inclusive employer we will consider home-based working for anyone where office-based hybrid working would be a barrier to being able to work for us, for example for someone living with a long-term health condition or disability.

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.

An exciting and unique opportunity has arisen to join Your City & Metropolitan Hospitals Charity, working in partnership with Dudley Group NHS Charity, in a newly created role during a period of growth.

We are seeking a Legacy & In‑Memory Fundraising Officer to lead the day‑to‑day delivery of legacy and in‑memory fundraising across both charities. This is a vital role focused on growing sustainable long‑term income while providing compassionate, sensitive support to donors and bereaved families.

Help people remember, celebrate and give in meaningful ways

At Trinity Hospice, we believe in providing compassionate care not only for patients, but also for the families and loved ones around them. For more than 40 years, we’ve supported communities across Blackpool, Fylde and Wyre, offering care, comfort and guidance at some of life’s most difficult times.

We are looking for a thoughtful and dedicated In Memory Officer to join our Fundraising and Communications Team. This is a deeply meaningful role, offering the opportunity to shape how we support people to remember and celebrate those who matter most to them, while helping to generate vital income for our hospice services.

In this role, you will lead the delivery and development of our in-memory fundraising programme, creating compassionate and engaging ways for supporters to honour loved ones. You will take ownership of key initiatives such as Light up a Life and Memory Meadow, while also exploring new opportunities for people to connect, remember and give. Alongside this, you will play a central role in shaping our bereavement communications, ensuring supporters receive thoughtful, timely and sensitive engagement throughout their journey. 

This position brings together creativity, organisation and empathy. You will be confident managing multiple projects, using data and insight to inform your work, and delivering high-quality communications across a range of channels. Just as importantly, you will have the emotional intelligence and judgement needed to work in sensitive situations, ensuring every interaction reflects the care and compassion at the heart of Trinity Hospice.

Collaboration is key to success in this role. You will work closely with colleagues across fundraising, communications and clinical teams, as well as building relationships within the local community, including funeral directors and supporters. Together, you will help create a seamless and supportive experience for bereaved families while growing a sustainable and impactful in memory giving programme.

Joining Trinity Hospice means becoming part of a team where your work has real impact. We are committed to helping our people develop and thrive, offering opportunities for learning and a range of wellbeing and staff benefits.

This is more than a fundraising role, it is an opportunity to make a lasting difference. Through your work, you will help people remember loved ones in meaningful ways, while ensuring we can continue to provide compassionate care to those who need us most.

About the job role

We have an exciting opportunity for a Legacy & In Memory Officer to join our Fundraising team at St Joseph’s Hospice. We are looking for someone who has experience in delivering legacy and/or in-memory campaigns and working in a fundraising environment.

The purpose of this role is to manage and grow the legacy fundraising and in-memory giving programmes. This will involve providing exceptional stewardship to supporters to build long-term engagement, managing legacy and in-memory campaigns to reach agreed objectives and building relationships with local solicitors and funeral directors alongside other stakeholders.

Working with the Public Fundraising Manager, the post holder will deliver a strategy to increase income, develop relationships and effectively deliver in-memory events and campaigns.

About you

You will need:

• Experience in delivering legacy and/or in-memory fundraising campaigns
• To be comfortable speaking to bereaved families with compassion and kindness
• Effective communication and planning skills
• Experience of managing activities to budget

Where you’ll work

St Joseph's Hospice was founded in 1905 by the Religious Sisters of Charity, and as such it has a rich, Catholic heritage which informs our work today: to support and welcome those in need, from all different cultures, religions and backgrounds.

We provide high-quality specialist palliative care for patients with cancer and other life-threatening conditions across East and North London. We have a large team of clinical staff who work across community, in-patient and out-patient services delivering individualised, responsive and holistic support to patients and their families/carers.

Why work for us?

• 27 days holiday plus public holidays, increasing up to 33 days with service
• Subsidised café and early access to retail sale events
• Season ticket/Welfare loans
• Continuation of the NHS Pension Scheme or an excellent salary-exchange pension scheme.
• Santander cycles discount and cycle to work scheme
• Health Cash Plan and access to the EAP services

Join St Joseph’s team and find out more!

We are an equal opportunity and a disability confident employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

For further information about the role, please download the Recruitment Pack below.

To apply, please visit our dedicated recruitment page via the 'Apply' button.

Closing date: 5th June 2026.

Interview date: 16th June 2026.f