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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 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:
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.
The client requests no contact from agencies or media sales.
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.
To enhance the experience of everyone using our hospitals and healthcare services.



The client requests no contact from agencies or media sales.
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:
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?
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