Legacy officer jobs in Westminster, greater london
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Do you want to help us make a lasting difference to the lives of dogs and their owners?
We’re searching for an experienced Legacy Officer, who will play a vital role in ensuring every gift left to Dogs Trust in a will reaches its full potential. This role sits at the heart of our work, as every legacy makes a difference to the dogs we support.
What does this role do?
As a Legacy Officer, you will:
- manage a caseload of pecuniary, specific, life interest, and residuary legacies, ensuring the charity receives its full entitlement and maximising value where possible,
- liaise with external stakeholders, such as executors or solicitors, handling sensitive conversations efficiently and professionally,
- review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered,
- represent the charity’s interests in all legacy-related correspondence, handling queries from legal professionals and the public with professionalism,
- maintain accurate records using the First Class 4 database, support with reporting, and escalate significant matters to senior legal staff as needed.
Interviews for this role are provisionally scheduled for week commencing 17th August 2026, and will take place at our London office.
Could this be you?
With proven experience in legacy administration, you will have good knowledge of wills, probate, tax and trust law. With excellent attention to detail, you will be highly organised and able to demonstrate experience of managing and prioritising own caseload. A certificate in Charity Legacy Administration is desirable.
About Dogs Trust
We love dogs. That’s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We’ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It’s what we’ve been doing since 1891 and how we’ve grown to become the UK’s leading dog charity, helping 12,000 loyal friends find their forever homes every year.
To apply for this position please click the APPLY NOW button. Our application process requires you submit a personal statement explaining your interest and suitability for the role.
Dogs are incredibly diverse, much like the humans that love them! At Dogs Trust we value diversity, and we're committed to fostering an inclusive culture. We actively encourage applications from people of all backgrounds, abilities, and cultures and believe that a diverse workforce helps us to achieve our mission. Our colleague networks give our people a voice, acting as vehicles for real and meaningful change within Dogs Trust. We truly want to see every candidate shine throughout the entire job application process, interview stages, and during their time with us. If there's anything on your mind or any adjustments you may need, don't hesitate to reach out to us. We're here to support you every step of the way.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Full-time, 1-year fixed-term contract
Hybrid: London Bridge, 1 day per week in the office
Central London, London Bridge Hybrid (Min of 1 day per week in our Central London Office)
Brooke works across Africa, Asia and Latin America to transform the lives of working animals and the people who depend on them. With a new global strategy and ambitious plans for growth, our vision is a world in which working horses, donkeys and mules are free from suffering. Our mission is to relieve their immediate suffering and create lasting change by working alongside people, communities and organisations.
Joining Brooke, you will help deliver, monitor and improve our new integrated legacy acquisition campaigns across channels including TV, digital, radio and print. You will play a key role in growing the number of supporters choosing to leave a gift in their will, while also supporting broader giving to Brooke. Using insight-led operational activity, you will work closely with your manager, external agencies and colleagues to drive continuous improvement and create positive supporter engagement.
We are looking for a proactive, positive self-starter with experience of delivering multi-channel campaigns. Highly organised and comfortable monitoring data, you will use this to inform and identify improvements that enhance supporter experience and build trust. Your ability to turn strategy into compelling campaigns will help support Brooke’s vital work around the world. Experience working with DRTV campaigns is essential for this.
At Brooke, we celebrate diversity and the creative new ideas it brings. We actively encourage applications from all backgrounds, particularly global majority candidates, candidates from a social mobility background, disabled and neurodiverse candidates, and candidates under 25, as these groups are currently under-represented at Brooke.
We know that women and global majority candidates are often less likely to apply for a role if they feel they do not meet every criterion in the job description. If you meet most of the criteria, we would love to hear from you.
We offer a variety of flexible working options to support our staff and help ensure our working practices are as inclusive as possible.
Closing date:
We will be interviewing on a rolling basis as we receive applications. We will close this vacancy once a successful applicant is hired.