At a Glance
- Tasks: Manage legacy cases to secure vital funds for veterans and their families.
- Company: Join Help for Heroes, a charity dedicated to supporting wounded veterans.
- 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.
The predicted salary is between 30255 - 37732 € per year.
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.
- 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 are committed to equality, diversity and inclusion and welcome applications from all backgrounds.
Legacy Case Officer in London employer: Help for Heroes
Help for Heroes is an exceptional employer, offering a supportive and values-driven work culture that prioritises equality, diversity, and inclusion. As a Legacy Case Officer, you will enjoy a generous benefits package, including 29 days of annual leave plus bank holidays, a health scheme from day one, and opportunities for professional development. With the flexibility of remote work and occasional travel to our Head Office in Downton, you will be part of a dedicated team making a meaningful impact on the lives of veterans and their families.
StudySmarter Expert Advice🤫
We think this is how you could land Legacy Case Officer in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the charity sector or legal field. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for those interviews! Research Help for Heroes and understand their mission. Think about how your experience in legacy administration aligns with their values. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Show off your skills! During interviews, be ready to discuss specific cases you've managed. Highlight your attention to detail and how you've handled sensitive situations. Real-life examples can really make your application pop!
✨Tip Number 4
Don’t forget to 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.
We think you need these skills to ace Legacy Case Officer in London
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 perfect fit!
Show Your Passion:We love seeing candidates who are genuinely passionate about legacy fundraising. Share your motivations and why you want to support veterans and their families in your application. Let your enthusiasm shine through!
Be Detail-Oriented:Attention to detail is key in this role. Double-check your application for any typos or errors before hitting send. A polished application shows us you care about the little things, which is super important in legacy case management.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our team there!
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. Familiarise yourself with the types of charitable gifts and the processes involved. Being able to discuss specific cases or examples will show that you’re not just knowledgeable but also passionate about the role.
✨Show Empathy and Sensitivity
Since you'll be dealing with bereaved families, it’s crucial to demonstrate your empathetic side during the interview. Share experiences where you've had to handle sensitive situations, and explain how you approached them with care and understanding.
✨Highlight Your Autonomy Skills
This role requires a high degree of autonomy, so be prepared to discuss times when you successfully managed tasks independently. Talk about how you prioritised your workload and made decisions without constant supervision, showcasing your ability to take initiative.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about the team dynamics, ongoing projects, or how they measure success in the role. It shows you're genuinely interested and have done your homework about the organisation.
