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Legacy officer jobs in Edinburgh
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Remote
Circa £35,000 pa (inner £3,950 outer £2,275 London weighting may be applied)
Full-time
Permanent
Job description
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.
Posted by
Posted on: 19 January 2026
Closing date: 01 February 2026 at 23:30
Job ref: 8059
Tags: Administration, Fundraising, Legal / Law, Customer Service, Legacy
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Remote
£31,018 - £36,564 Per Annum (Includes £2,100 Market Supplement Applied).
Full-time
Contract
Job description
Do you have experience exceeding targets and building relationships with a wide range of people? Would you like to contribute to the UK’s leading dementia charity by promoting legacy giving to our Will writing partners and legal professionals across the North?
About the role
We are recruiting for a Legacy Partnerships Officer to join on a full-time basis, working 35 hours per week on a fixed term contract for 9 months. This is a home-based role, though you will need to be based in the Midlands, North East or North West of England, or Northern Ireland AND be willing to travel across that area for events as required.
As the Legacy Partnerships Officer (North) you will represent Alzheimer’s Society, raise our profile, and promote legacy giving to our Will writing partners and legal professionals to secure future income for the charity. You will work collaboratively across the organisation at all levels to maximise our Will writing partnerships.
You will be responsible for the targeted acquisition of new Will writing partners in your region, whilst delivering a seamless onboarding and retention journey for the professional audience, through outstanding relationship management.
Interviews for this role have been provisionally scheduled to take place on Friday 6th and Tuesday 10th February.
About you
Joining us, you will have good customer service skills with experience in a sales, marketing or business to business partnerships. You’ll also be able to network, particularly in a business partnership setting, and build rapport within a one-to-one relationship with a customer or business, discussing technical issues and combining persuasiveness with trust building.
Crucially, you’ll have a track record of exceeding targets and using your initiative to prioritise your work effectively. You’ll be a good communicator, able to speak publicly and communicate effectively with a wide range of people.
What you’ll focus on:
- Delivering an effective stewardship and retention programme of support for all Will writing partners by phone, email or via in-person meetings in an agreed time frame.
- Continually monitoring and evaluating the performance of our Will writing partners and making recommendations for future development by offering bespoke relationship management through face to face and virtual meetings and training.
- Maintaining accurate partner database records in compliance with Society policy and data protection laws.
- Planning, delivering and hosting acquisition and retention events for solicitors, including post event follow up stewardship activity.
- Meeting agreed annual targets through Will writing promotion which will support future Legacy income generation.
- Contributing to the continued development and project management of our Will offers.
- Working in collaboration with our Legacy Marketing Team and wider Regional Legacy Team to ensure that our Will offer messaging is supporter led, consistent and on brand.
About Alzheimer's Society - who are we and what’s our mission?
Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding ground-breaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we’re working towards a world where dementia no longer devastates lives. Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
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 part of a minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
Our hiring process
We want you to bring your whole self to the process. Applications are anonymised until interview stage, and we’re happy to support any adjustments. Share your feedback via our candidate survey when applying to help us improve. We may close early if we receive high interest (with 48 hours’ notice). Some roles may require a DBS check as part of our safer recruitment commitment. Thinking about using AI during the recruitment process? we know this can be helpful in many ways but remember to include your personal and authentic self too. Your voice and experience are what really set you apart.
Giving back to you
At Alzheimer’s Society, we value our people and take a total reward approach to pay and benefits. You’ll enjoy a generous double-matched pension scheme, 27 days’ annual leave (plus bank holidays and wellbeing days), and access to a free Health Shield Cash Plan, 24/7 EAP, Thrive mental wellbeing support, and virtual GP services. Our Society Plus platform offers exclusive discounts, wellbeing resources, and recognition schemes, while our flexible working, family-friendly policies, and life assurance provide peace of mind and work/life balance. We also offer a free Will-writing service and long service awards to recognise your ongoing commitment.
Posted by
Alzheimers Society
View profile
Registered Charity
More than 1000
Registered Charity
More than 1000
Alzheimer’s Society is the UK’s leading dementia charity.
Posted on: 14 January 2026
Closing date: 22 January 2026 at 00:00
Job ref: 3494 (7971)
Tags: Fundraising
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Remote
£31,018 - £34,464 Per Annum
Full-time
Permanent
Job description
Are you based in the South East of England with experience exceeding targets and building relationships with a wide range of people? Would you like to use your communication and customer service skills to help make a difference to the lives of people affected by dementia?
About the role
We are recruiting for a Legacy Giving Officer to join on a full-time basis, working 35 hours per week on a permanent contract. This is a home-based role, within South East England (covering Kent, West Sussex, East Sussex, Hampshire & Surrey), with frequent travel across the region and to our Head Office in Central London.
As Legacy Giving Officer you will be responsible for developing and managing all legacy giving activities within the South East region. You’ll represent the Society, raise our profile and promote legacy giving in the region. You’ll work collaboratively across departments and directorates at all levels to maximise promotion of legacy giving opportunities to both internal and external audiences.
You’ll be the lead contact for the warmest legacy enquiries in the region and though a framework of excellent stewardship, you will ensure that supporters are converted up through the legacy cycle. In this role you’ll be the trusted guide for individuals considering leaving a gift in their will, helping them feel valued, informed, and inspired every step of the way.
Interviews for this role have been provisionally scheduled to take place on Friday 6th and Monday 9th February.
About you
Joining us, you will have good customer service skills with experience in a sales, marketing, fundraising or similar role, with the ability to interact positively with a wide range of audiences. You’ll have a track record of exceeding targets and using your initiative to prioritise your work effectively.
Crucially, you’ll have experience building rapport with others, with the confidence to network, speak publicly and communicate effectively with a wide range of people. You’ll also be able to combine persuasiveness and influencing with empathising and understanding the issues faced by the people you communicate with.
What you’ll focus on:
- Responding to enquiries from supporters in the region interested in leaving a gift in their will or wanting to know more about our will writing offers by phone, email or via in-person meetings in an agreed time frame.
- Planning, delivering, hosting and presenting at legacy events including post-event follow up stewardship activity.
- Developing and implementing new regional opportunities to promote legacy giving both internally and externally.
- Meeting agreed annual targets relating to legacy promotion and will writing promotion and the number of promised legacies from individual supporters.
- Developing and delivering the stewardship plan ensuring ongoing engagement with all legators and enquirers by upgrading and conversion through the legacy cycle: enquirer, considerer, intender, pledger.
- Identifying and establishing relationships with key Ambassadors who are passionate about legacy giving.
About Alzheimer's Society - who are we and what’s our mission?
Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding ground-breaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we’re working towards a world where dementia no longer devastates lives. Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
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 part of a minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
Our hiring process
We want you to bring your whole self to the process. Applications are anonymised until interview stage, and we’re happy to support any adjustments. Share your feedback via our candidate survey when applying to help us improve. We may close early if we receive high interest (with 48 hours’ notice). Some roles may require a DBS check as part of our safer recruitment commitment. Thinking about using AI during the recruitment process? we know this can be helpful in many ways but remember to include your personal and authentic self too. Your voice and experience are what really set you apart.
Giving back to you
At Alzheimer’s Society, we value our people and take a total reward approach to pay and benefits. You’ll enjoy a generous double-matched pension scheme, 27 days’ annual leave (plus bank holidays and wellbeing days), and access to a free Health Shield Cash Plan, 24/7 EAP, Thrive mental wellbeing support, and virtual GP services. Our Society Plus platform offers exclusive discounts, wellbeing resources, and recognition schemes, while our flexible working, family-friendly policies, and life assurance provide peace of mind and work/life balance. We also offer a free Will-writing service and long service awards to recognise your ongoing commitment.
About the role
We are recruiting for a Legacy Giving Officer to join on a full-time basis, working 35 hours per week on a permanent contract. This is a home-based role, within South East England (covering Kent, West Sussex, East Sussex, Hampshire & Surrey), with frequent travel across the region and to our Head Office in Central London.
As Legacy Giving Officer you will be responsible for developing and managing all legacy giving activities within the South East region. You’ll represent the Society, raise our profile and promote legacy giving in the region. You’ll work collaboratively across departments and directorates at all levels to maximise promotion of legacy giving opportunities to both internal and external audiences.
You’ll be the lead contact for the warmest legacy enquiries in the region and though a framework of excellent stewardship, you will ensure that supporters are converted up through the legacy cycle. In this role you’ll be the trusted guide for individuals considering leaving a gift in their will, helping them feel valued, informed, and inspired every step of the way.
Interviews for this role have been provisionally scheduled to take place on Friday 6th and Monday 9th February.
About you
Joining us, you will have good customer service skills with experience in a sales, marketing, fundraising or similar role, with the ability to interact positively with a wide range of audiences. You’ll have a track record of exceeding targets and using your initiative to prioritise your work effectively.
Crucially, you’ll have experience building rapport with others, with the confidence to network, speak publicly and communicate effectively with a wide range of people. You’ll also be able to combine persuasiveness and influencing with empathising and understanding the issues faced by the people you communicate with.
What you’ll focus on:
- Responding to enquiries from supporters in the region interested in leaving a gift in their will or wanting to know more about our will writing offers by phone, email or via in-person meetings in an agreed time frame.
- Planning, delivering, hosting and presenting at legacy events including post-event follow up stewardship activity.
- Developing and implementing new regional opportunities to promote legacy giving both internally and externally.
- Meeting agreed annual targets relating to legacy promotion and will writing promotion and the number of promised legacies from individual supporters.
- Developing and delivering the stewardship plan ensuring ongoing engagement with all legators and enquirers by upgrading and conversion through the legacy cycle: enquirer, considerer, intender, pledger.
- Identifying and establishing relationships with key Ambassadors who are passionate about legacy giving.
About Alzheimer's Society - who are we and what’s our mission?
Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding ground-breaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we’re working towards a world where dementia no longer devastates lives. Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
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 part of a minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
Our hiring process
We want you to bring your whole self to the process. Applications are anonymised until interview stage, and we’re happy to support any adjustments. Share your feedback via our candidate survey when applying to help us improve. We may close early if we receive high interest (with 48 hours’ notice). Some roles may require a DBS check as part of our safer recruitment commitment. Thinking about using AI during the recruitment process? we know this can be helpful in many ways but remember to include your personal and authentic self too. Your voice and experience are what really set you apart.
Giving back to you
At Alzheimer’s Society, we value our people and take a total reward approach to pay and benefits. You’ll enjoy a generous double-matched pension scheme, 27 days’ annual leave (plus bank holidays and wellbeing days), and access to a free Health Shield Cash Plan, 24/7 EAP, Thrive mental wellbeing support, and virtual GP services. Our Society Plus platform offers exclusive discounts, wellbeing resources, and recognition schemes, while our flexible working, family-friendly policies, and life assurance provide peace of mind and work/life balance. We also offer a free Will-writing service and long service awards to recognise your ongoing commitment.
Posted by
Alzheimers Society
View profile
Registered Charity
More than 1000
Registered Charity
More than 1000
Alzheimer’s Society is the UK’s leading dementia charity.
Posted on: 12 January 2026
Closing date: 27 January 2026 at 00:00
Job ref: 3293 (7599)
Tags: Fundraising
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