Legacy Case Officer

Job details

General information



Publication end date


Employment Details

Contractual hours



£28,988.09 - £35,199.82

Vacancy location


England, South West, Reading Hub

Vacancy details


Fundraising - Legacies & Single Gifts

Job Title

Legacy Case Officer

Job Level

Specialist Professional

Contract type


External job advert

The Legacy Case Officer provides 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.


This is a Hybrid role working 3 days at home and two in the Reading office. Working 9am to 5pm, Monday to Friday, 35 hours per week, there are 26 days paid holiday (excluding bank holidays) a year.


We offer a generous pension scheme, 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 about this role, the Organisation, and the recruitment process can be found in the attached candidate pack and job description.


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



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.



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.

Candidate profile

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




•        Educated to A Level standard or equivalent qualification.

•        Proven experience of complex administrative work including managing casework.

•        Basic understanding or demonstrable ability to learn and understand law pertaining to Wills, Taxation, Probate, Trusts, Property, Charities, the rules governing contentious and non-contentious Probate law and the IOF Code of Practice.

•        Strong analytical, problem solving and investigation skills.

•        Ability to assess risk against benefit to reach a well-rounded conclusion.




•        Certificate in Charity Legacy Administration (CICLA) or equivalent qualification.

•        Previous experience working as a Legacy Case Officer or working within a Legal environment as a paralegal or qualified lawyer.


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 01189838837 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.


Please note that you will have to upload a CV as this is a mandatory requirement as part of our Safer Recruitment Policy.


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.


Please contact our Recruitment Team on 01189838837 or peopleservicecentre@guidedogs.org.uk if you require any support with your application.

Application Closing Date




Legacy Case Officer.docx (51 Kb) Download attachment 

Attachment 2

Candidate Pack.pdf (561 Kb) Download attachment