The Legacy Case Officer helps people with sight loss to live the life they choose by providing an accurate and efficient service to process legacies in line with legislation, policy and best practice contributing to a high-income source for the organisation.

We’re committed to enabling our staff to work where best suits the needs of the individual, their team and the organisation. We want our staff to flourish and work in environments which maximises their potential and best serves our stakeholders.

For this role you’ll be working 35 hours per week, worked 9am to 5pm, Monday to Friday. This is a hybrid role working one to two days per week minimum at the Reading office.

We offer a generous pension scheme, annual leave, life assurance and enhanced pay for parenting and sickness leave. In addition, we provide an Employee Assistance Programme, flexible benefits package and discounts and cashback scheme to care for our people.

More details can be found in the attached candidate pack and job description.

We reserve the right to close adverts earlier than the closing date.

Diversity
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 people with disabilities as they are currently under-represented in the organisation and guarantee an invitation to interview for all applicants with disabilities who demonstrate, within their application form, sufficient evidence to meet the essential criteria for the job.

Safeguarding
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.

To be able to fulfil this role, the skills and experience we are looking for in a potential candidate include;

Essential
• Proven experience of complex case management and administrative work including managing own caseload and working as part of a team.
• An understanding or demonstrable ability to learn and understand the Chartered Institute of Fundraising Code of Fundraising Practice and Next of Kin communications.
• An understanding or demonstrable ability to learn and understand General Data Protection Regulations and how it applies to the Association and the role.
• High organisational skills with the ability to maintain a number of projects simultaneously, including prioritising caseload and delivering on time.

Desirable
• Educated to degree level or equivalent qualification (QCF level 6 / SQCF levels 9-10).
• A relevant legacy/probate law qualification, including the Certificate in Charity Legacy Administration (CiCLA) and/or The Society of Trust and Estate Practitioners (STEP) qualifications and/or equivalent qualification and/or working towards or willingness to work towards CiCLA.
• Previous experience working as a Legacy Case Officer and/or working within Wills and Probate and/or a Private Client legal environment as a paralegal and/or qualified solicitor.

For the complete list of essential and desirable criteria necessary to be successful in this role please see the Person Specification within the Job Description below. The candidate pack contains more information about this role & the recruitment process at Guide Dogs.

If you are successful you will need to provide evidence of your right to work in the UK. We cannot provide sponsorship for this role.

How to apply
If you have any accessibility issues, please contact our Recruitment Team on 0118 3540345 or peopleservicecentre@guidedogs.org.uk.

Applications need to be made using the online application form, accessed using the ‘apply’ button above. As part of your application ensure you provide evidence and examples of how your skills & experience meet the criteria as set out in the attached job description.

The system has a one-hour time limit. We would advise you to prepare your answers separately and then copy and paste into the online form once finalised.

If any mandatory fields are missed, a pop-up box will appear at the top of the page advising which sections require completion.

Guide Dogs follow Safer Recruitment practices to ensure we are safeguarding the vulnerable people we work with. As part of this, we require a full work history with any gaps accounted for & a minimum of 2 professional referee details fully covering the past 5 years. If there is not enough space in your application form to provide this information, please ensure you upload additional documentation containing the additional detail.

If you have any accessibility issues, please contact our Recruitment Team on 0118 3540345.