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 perks, and a supportive team culture.
- Other info: Remote role with occasional travel; great career growth opportunities.
- Why this job: Make a real difference in the lives of veterans while developing your skills.
- Qualifications: Experience in legacy administration and a passion for charitable work.
The predicted salary is between 30000 - 40000 £ per year.
Location: Remote (with occasional travel to Downton, Salisbury, SP5 3RB and other UK locations as needed)
Hours: Full time, 35 hours per week
Contract: Permanent
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. We wouldn't be able to continue without them.
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 a 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 also 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.
Benefits
- 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.
We are committed to equality, diversity and inclusion and welcome applications from all backgrounds.
Legacy Case Officer in Salisbury 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 both employees and the veterans they serve. With generous benefits including 29 days of annual leave, a health scheme from day one, and opportunities for professional development, this remote role as a Legacy Case Officer allows you to make a meaningful impact while enjoying a healthy work-life balance. Join a dedicated team that fosters collaboration and inclusivity, ensuring you feel valued and empowered in your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Legacy Case Officer in Salisbury
✨Tip Number 1
Network like a pro! Reach out to people in the charity sector, especially those involved in legacy fundraising. A friendly chat can open doors and give you insights that might just land you that interview.
✨Tip Number 2
Prepare for virtual interviews by creating a professional space at home. Make sure your background is tidy, and test your tech beforehand. We want you to shine when it’s time to show off your skills!
✨Tip Number 3
Show your passion for legacy work! During interviews, share personal stories or experiences that highlight your commitment to helping veterans and their families. It’s all about connecting with the mission of Help for Heroes.
✨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, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Legacy Case Officer in Salisbury
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 Detail-Oriented:Attention to detail is key in this role. When writing your application, double-check for any typos or errors. A polished application shows us you care about the little things, which is crucial in managing sensitive cases.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our team and values!
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 gifts support veterans and their families. This will show your passion for the role and help you connect with the interviewers.
✨Show Your Empathy
As a Legacy Case Officer, you'll be dealing with bereaved families. Practice how to express empathy and sensitivity during the interview. Think of examples from your past experiences where you've had to handle sensitive situations, and be ready to share them.
✨Demonstrate Autonomy and Teamwork
This role requires a balance of working independently and collaborating with your team. Prepare to discuss how you've successfully managed your own projects while also contributing to a team environment. Highlight any experiences where you've taken initiative or led a project.
✨Be Ready for Travel Talk
Since the role involves occasional travel, be prepared to discuss your flexibility and willingness to travel for meetings or events. Mention any previous experiences where you've had to travel for work, and how you managed that alongside your responsibilities.
