Results include remote roles
Filter by workplace to select only on-site or hybrid roles
2
Legacy officer jobs
How's your job search on our site?
Share your feedback to help us improve.
Page 1 of 1
Sully, Vale of Glamorgan (Hybrid)
Up to £32,862 per annum (depending on experience)
Full-time
Permanent
Job description
Vacancy type: Paid Vacancy
Function: Fundraising
Location: Head Office - Sully (Hybrid Working)
Salary: up to £32,862 per annum (depending on experience)
Contract type: Permanent
Contract hours: Full time
Weekly hours: 37.5 hours per week
Closing Date: 27/04/2026
Ref No: 1055
We are delighted to share an exciting opportunity to join our Income Generation team in a newly created Legacies and In Memory Officer role.
About the Role:
Are you a proactive, experienced fundraiser or communications professional who enjoys building relationships and delivering great supporter experience?
Join us at an exciting time as we continue to grow our legacy and in-memory income to support more children and families in Wales.
This is a wonderful opportunity to build on an already strong and successful programme; the charity currently receives over £1.5 million each year from legacy income, alongside a strong pipeline of enquirers and pledgers. In-memory giving is also a key area we wish to further develop to maximise new opportunities for sustainable growth and supporter engagement.
About you:
You’re an experienced fundraiser or supporter‑facing professional who already knows how to deliver high‑quality campaigns and meaningful supporter experiences. You’re confident working across multiple channels to run effective fundraising or marketing activity, using insight, evidence and creativity to shape what works.
You naturally build warm, trust‑based relationships with people - supporters, volunteers, pledgers, enquirers and retail colleagues and you understand how to tailor communication to different audiences with clarity and care. You’re equally comfortable managing projects, suppliers and budgets, keeping everything on track and to deadline, and you use data intelligently to improve future work.
You thrive working collaboratively across a charity, bringing strong communication skills and a keen eye for detail. Most importantly, you’re motivated by making a genuine difference to children and families accessing hospice care.
You’ll need to be flexible, as some evenings and weekends will be part of the role to fit around the needs of our supporters.
Please see the attached job description and person specification for more information.
Our employee benefits:
- Holiday entitlement of 30 days (rising to 32 days with service) plus Bank Holidays
- Group Personal Pension Scheme with an employer contribution of 5%
- Life assurance- death in service benefit
- Wellbeing support - employee assistance program, which provides a range of free services including counselling, financial and legal support.
- Unlimited access to a 24/7 online GP as well as a range of other health experts
- Healthcare Cash Plan – claim back the cost for appointments and treatment such as dental, optical or physio
- Cycle to work scheme
- Technology, mobile phone and will writing schemes
- Discounted gym membership and shopping discounts
- Hybrid working and when onsite free secured parking
Ty Hafan’s ambition is that when a child’s life will be short, no family should have to live it on their own. Sadly, we know that thousands of families in Wales are struggling alone through the fear, exhaustion and uncertainty that comes with caring for a child whose life will be short. We believe that no family should have to live this on their own and we are determined to walk alongside every family through life, death and beyond.
At Tŷ Hafan we are experts at caring for children with life-shortening conditions and our services support families in our hospice, in community settings, local hospitals and in families’ homes. We understand that the needs of each child and their family are unique and we know that caring for a child with a life-shortening condition is often extremely demanding. Our aim is to make sure that no one doing this is alone. Our colleagues, volunteers and supporters are crucial in the delivery of our ambition – we know that everyone plays a huge part in making sure that no family faces their child’s short life alone.
Our Vision: A Wales where every child with a life-shortening condition lives a fulfilling life, supported with the compassion and specialist care they and their family need.
Our Purpose: No family should have to face the unimaginable loss of their child alone. With children and families at the heart of all we do, we provide free care and support in our hospice and in the community, offering a lifeline throughout the child’s short life, at end of life, through bereavement and beyond.
Our Values: At Tŷ Hafan we make a difference by living our values: Demonstrating Compassion, Providing Excellent Service, Working Together and Taking Ownership.
Tips for candidates – all applications and interviews will be assessed using the person specification included within the job description. Please see attached candidate pack for further guidance.
Our recruitment system will automatically time out after 120 minutes of inactivity. To ensure your application is submitted successfully, we recommend either saving your progress as you go or preparing your responses in a Word document and copying them into the application form. This will help you avoid losing any information in case of an unexpected timeout.
Please note this role is subject to the outcome of a basic DBS (Disclosure and Barring Service) check, two satisfactory references and pre-employment medical clearance.
Tŷ Hafan is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all. We welcome applications from people of all backgrounds and experiences, including those from under‑represented groups. Recruitment decisions are made based on merit and aligned with our values. If you need any reasonable adjustments during the application or interview process, please let us know.
Organisation
Ty Hafan
View profile
Registered Charity
101 - 500
Registered Charity
101 - 500
A Wales where every child with a life-shortening condition lives a fulfilling life, supported with the compassion and specialist care they need.
Posted on: 14 April 2026
Closing date: 27 April 2026 at 17:48
Tags: Communications, Fundraising, Social Care / Development, Community Fundraising, Regional Fundraising
Does something look incorrect in this job listing?
Thank you!
Alzheimers Society
Job description
About The Role
At Alzheimer’s Society, every action we take is about making life better for people living with dementia and their carers. We are advisors, supporters, fundraisers, researchers, communicators, and so much more. Some of us are volunteers, some are employees, but together we are a community united by a shared purpose: to make a real difference when it matters most.
We are looking for a Assistant Legacy Case Officer who wants to be part of that mission. This is more than a job. It is a chance to play a pivotal role in securing the future of our work. Through your care, attention, and expertise, you will manage legacies that help ensure we can support thousands of people affected by dementia now and in the years to come.
What You Will Do
Every day in this role is about people and purpose. You will care for a diverse caseload of around 300 pecuniary and specific legacies, guiding them with sensitivity, professionalism, and empathy. You will build trusting relationships with solicitors, executors, co-beneficiaries, and other stakeholders, helping them navigate what can be a complex and emotional process.
Your work will ensure that all legal requirements are met and that every legacy is handled with integrity. You will collaborate closely with colleagues across the Legacy team, sharing knowledge, supporting one another, and contributing to projects that keep our work running smoothly.
You will also help raise awareness of legacy giving, making connections with key stakeholders and helping secure vital income for the Society. Every receipt you issue, every file you progress, and every relationship you nurture directly helps people living with dementia and their families.
This is a role where you can grow. You will have the opportunity to develop expertise across residuary and trust legacies while building your professional skills in a supportive and inclusive environment. Every case you handle is a story of impact, and your work will leave a lasting mark on our mission.
About You
We want to hear from people from all walks of life. You do not need to tick every box, because we value motivation, potential, and alignment with our values as much as experience. You might:
- Have experience in Legacy Administration or a willingness to learn, with familiarity with First Class 4 or similar systems
- Have some understanding of Wills, Probate, or Trust law, or be keen to develop this knowledge
- Be working towards, or interested in, an ILM Certificate in Charity Legacy Administration or similar professional development
- Be able to thrive in a busy administrative environment, balancing multiple priorities independently or as part of a supportive team
- Be comfortable using Microsoft Office, including Outlook and Excel
- organised self-starter with attention to detail and pride in delivering accurate, high-quality work
- Communicate sensitively and professionally, showing empathy and respect to colleagues, stakeholders, and people affected by dementia
You understand that every legacy you manage is a story, and your work helps ensure those stories continue to make a lasting impact.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. Please also contact Alzheimer's Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
At Alzheimer’s Society, every action we take is about making life better for people living with dementia and their carers. We are advisors, supporters, fundraisers, researchers, communicators, and so much more. Some of us are volunteers, some are employees, but together we are a community united by a shared purpose: to make a real difference when it matters most.
We are looking for a Assistant Legacy Case Officer who wants to be part of that mission. This is more than a job. It is a chance to play a pivotal role in securing the future of our work. Through your care, attention, and expertise, you will manage legacies that help ensure we can support thousands of people affected by dementia now and in the years to come.
What You Will Do
Every day in this role is about people and purpose. You will care for a diverse caseload of around 300 pecuniary and specific legacies, guiding them with sensitivity, professionalism, and empathy. You will build trusting relationships with solicitors, executors, co-beneficiaries, and other stakeholders, helping them navigate what can be a complex and emotional process.
Your work will ensure that all legal requirements are met and that every legacy is handled with integrity. You will collaborate closely with colleagues across the Legacy team, sharing knowledge, supporting one another, and contributing to projects that keep our work running smoothly.
You will also help raise awareness of legacy giving, making connections with key stakeholders and helping secure vital income for the Society. Every receipt you issue, every file you progress, and every relationship you nurture directly helps people living with dementia and their families.
This is a role where you can grow. You will have the opportunity to develop expertise across residuary and trust legacies while building your professional skills in a supportive and inclusive environment. Every case you handle is a story of impact, and your work will leave a lasting mark on our mission.
About You
We want to hear from people from all walks of life. You do not need to tick every box, because we value motivation, potential, and alignment with our values as much as experience. You might:
- Have experience in Legacy Administration or a willingness to learn, with familiarity with First Class 4 or similar systems
- Have some understanding of Wills, Probate, or Trust law, or be keen to develop this knowledge
- Be working towards, or interested in, an ILM Certificate in Charity Legacy Administration or similar professional development
- Be able to thrive in a busy administrative environment, balancing multiple priorities independently or as part of a supportive team
- Be comfortable using Microsoft Office, including Outlook and Excel
- organised self-starter with attention to detail and pride in delivering accurate, high-quality work
- Communicate sensitively and professionally, showing empathy and respect to colleagues, stakeholders, and people affected by dementia
You understand that every legacy you manage is a story, and your work helps ensure those stories continue to make a lasting impact.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. Please also contact Alzheimer's Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
Posted on: 13 April 2026
Closing date: 28 April 2026 at 01:00
Job ref: 3722 (8323)
Tags: Advice / Information
Does something look incorrect in this job listing?