Legacy Case Officer

Burghfield Common, Reading
£26,802 to £28,381 per annum
25 Sep 2018
22 Oct 2018
Full Time
Contract Type

Please note: we reserve the right to close any of our vacancies early.

Vacancy Details

Contract Type: Permanent

Location: Burghfield Common, Reading

Hours: 35 hours per week (part time considered)

Working pattern: 9am – 5pm, Monday to Friday

Interview dates: 17th October

We cannot provide sponsorship for the role.

Are you an organised individual with great interpersonal skills and a flair for building relationships?

An exciting opportunity has presented itself for a Legacy Case Officer to become an integral member of the Legacy team within Fundraising. The Legacy Case Officer will be responsible for administering Guide Dogs relationship within charitable bequests, which can offer a broad range of challenges and be incredibly rewarding, being key to ensuring a supporter’s generous bequest is received and put to work supporting our work.

About the role:

You will be responsible for a share of the charity’s legacy cases, which account for over £45M each year.

 You will be comfortable liaising with Solicitors, Executors and Next of Kin, be able to analyse the Estate/Trust Accounts, carefully examining their actions, recommendations and omissions, ensuring all estate assets have been accounted for to ensure that Guide Dogs receives the best outcome from the gift it has been left.

You will be a confident, flexible, self-motivated, enthusiastic and well-organised individual, able to manage competing priorities, with knowledge of inheritance tax, Probate Law and the Fundraising Regulator Code of Practice for Legacies.

In your application, you will need to evidence, using specific examples, how your skills and experience meet the criteria laid out in the person specification, within the Job Description below.

Requirements include;

  • Strong analytical skills, proactive investigation of complex issues and ability to assess risk against benefit to reach a well-rounded conclusion
  • Significant experience of Estate administration gained within a bank, firm or solicitors of another major charity
  • A high level of knowledge of the law pertaining to Wills, Taxation, Probate and Trusts.

How to apply: Please submit your CV along with a cover letter briefly explaining why you think you are suitable for this role.

Working at Guide Dogs

Working at Guide Dogs is much more than just a job. Through the values that guide our work, we make a real difference, and change lives.

We believe that wellbeing at work is about creating an environment to promote a state of contentment which allows all employees to flourish and achieve their full potential for the benefit of themselves and for Guide Dogs.

As a member of staff, we offer you a wide range of benefits to suit your individual needs. These include; 26 days’ holiday plus bank holidays (rising to 28 days after 3 years' service), flexible benefits package and a defined contribution group personal pension plan.


Guide Dogs welcomes applications from all sections of the community and actively encourages diversity to maximise achievements, creativity and good practice. We positively welcome, and seek to ensure we achieve diversity in our workforce and that all job applicants and employees receive equal and fair treatment, regardless of age, race, gender, religion, sexual orientation, disability or nationality. We encourage applications from disabled people as they are currently under-represented in the organisation and guarantee an interview to all disabled applicants who meet the essential criteria for the job.


Guide Dogs is committed to safeguarding and promoting the welfare of all children, young people and adults at risk of harm with whom we work. We expect all our employees and volunteers to fully share this commitment.

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