At a Glance
- Tasks: Manage legacy cases to support veterans and their families through fundraising.
- Company: Join Help for Heroes, a charity dedicated to helping veterans live well after service.
- Benefits: Enjoy 29 days annual leave, health benefits, and a generous pension scheme.
- Other info: Be part of a supportive team that values diversity and continuous improvement.
- Why this job: Make a real difference in the lives of veterans while working remotely.
- Qualifications: Experience in legacy administration and strong attention to detail required.
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.
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. 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 an ILM qualification (CiCLA or Diploma) or relevant experience from the charity or legal sector.
- 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.
- 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 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 June; Second 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.
Legacy Case Officer employer: Help for Heroes
Help for Heroes is an exceptional employer, offering a supportive and values-driven work culture that prioritises the well-being of its employees while making a meaningful impact in the lives of veterans and their families. With generous benefits including 29 days of annual leave, a health scheme from day one, and opportunities for professional development, you will thrive in a collaborative environment that values diversity and inclusion. The remote working flexibility allows you to balance your personal and professional life while contributing to a noble cause.
StudySmarter Expert Advice🤫
We think this is how you could land Legacy Case Officer
✨Tip Number 1
Network like a pro! Reach out to your connections in the charity and legal sectors. Let them know you're on the hunt for a Legacy Case Officer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Help for Heroes and understand their mission. Think about how your experience aligns with their values and be ready to share specific examples of your legacy administration skills. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Help for Heroes. Let’s get you that Legacy Case Officer role!
We think you need these skills to ace Legacy Case Officer
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Legacy Case Officer role. Highlight your experience in legacy administration and any relevant qualifications, like CiCLA or Diploma, to show us you’re the right fit!
Show Your Passion:We want to see your enthusiasm for legacy fundraising! Share any personal stories or experiences that demonstrate your commitment to supporting veterans and their families. This will help us connect with you on a deeper level.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. We appreciate attention to detail, so make sure there are no typos or grammatical errors!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Help for Heroes
✨Know Your Legacy Stuff
Make sure you brush up on your knowledge of legacy administration and the specific types of cases you'll be handling. Familiarise yourself with the charity's mission and how legacy fundraising supports veterans and their families. This will show your passion and understanding of the role.
✨Show Your Empathy
As a Legacy Case Officer, you'll be dealing with bereaved families. Practice how to convey empathy and sensitivity during your interview. Think of examples from your past experiences where you've had to handle sensitive situations with care.
✨Highlight Your Autonomy
This role requires a high degree of autonomy, so be ready to discuss times when you've successfully managed tasks independently. Share specific examples that demonstrate your ability to prioritise and manage your time effectively.
✨Prepare for Travel Questions
Since the role involves occasional travel, be prepared to discuss your flexibility and willingness to travel for meetings or events. It’s a good idea to have a few examples ready about how you've managed travel in previous roles or how you plan to balance it with your work.
