Legacy Case Officer

Guide Dogs - Where Every Role Makes a Difference

Come and join us as a self‑motivated and purpose‑driven Legacy Case Officer and be part of something life‑changing - helping people with sight loss live the life they choose.

As a Legacy Case Officer at Guide Dogs, you'll play a vital role in securing and optimising Gifts in Wills income by administering a wide-ranging caseload of legacy estates and trusts, ensuring gifts are realised in accordance with legislation, policy and best practice. Working sensitively with executors, solicitors, co-beneficiaries and bereaved families, you'll ensure supporters' final wishes are fulfilled while protecting the charity's interests.

Given the complexity of the role, we're looking for someone with experience of managing complex casework and building effective relationships with a range of stakeholders. Experience within the charity legacy sector and/or working as a solicitor, accountant or probate practitioner would be helpful but is not essential. We welcome applications from candidates who can demonstrate transferable skills and a strong interest in developing their expertise in legacy administration.

This role is offered on a hybrid basis, with two to three days per week, to include Tuesdays, working from our Reading office.

Key Responsibilities

• Manage a varied caseload of charitable legacies and Will trusts, including complex and contentious estates, ensuring supporters' wishes are carried out and gifts in Wills left to Guide Dogs are administered with care, accuracy and professionalism.
• Build positive relationships with executors, solicitors, co-beneficiaries and bereaved families, providing a professional, compassionate and responsive service throughout the legacy administration process.
• Proactively manage and progress legacy cases, working closely with stakeholders to ensure matters are resolved efficiently and in line with legislation, policy and best practice.
• Review estate and trust accounts, tax calculations and supporting documentation, ensuring Guide Dogs' interests are protected.
• Manage property, land and complex estate matters, obtaining specialist valuations and legal advice where required.
• Prepare clear and concise case summaries and recommendations for trustees and internal stakeholders on complex or high-value cases.
• Maintain accurate case records and financial information, ensuring legacy income and estate details are recorded and reported appropriately.
• Keep up to date with developments in probate, trust and tax law, applying your expertise to deliver the best possible outcomes for supporters, beneficiaries and Guide Dogs.

You

You'll bring a professional, compassionate and detail-focused approach, with the ability to manage complex legacy cases and build strong relationships with a variety of stakeholders. You'll thrive in a purpose-driven environment, ensuring supporters' wishes are fulfilled with care and professionalism.

Skills and Competencies

• Educated to A Level standard or equivalent qualification.
• Minimum of 5 GCSEs, including Maths and English, and/or equivalent.
• Proven experience of complex case management, including managing own caseload and working as part of a team.
• An understanding of General Data Protection Regulations and how the regulations apply to the Association and the role.
• Strong Microsoft Office skills including Outlook, Word and Excel.
• High organisational skills with the ability to maintain a number of projects simultaneously, including prioritising caseload and delivering on time.
• Excellent interpersonal and communication skills.
• Willingness to learn and share learnings.

If successfully shortlisted interviews will be taking place week commencing 7th December 2026.

Benefits

We wouldn’t be able to change the lives of people with sight loss without our people. That’s why it’s important for us to provide a variety of benefits that reward our colleagues in a way that suits them and recognises the hard work and contribution that they make.

• 26 days annual leave. After three years of continuous employment, this increases to 28 days plus bank holidays.
• Real Living Wage Employer
• Flex pot - equal to a proportion of your annual salary to use on our wide variety of flexible benefits
• The option to buy and sell annual leave
• Discounts and cash-back scheme
• Excellent pension scheme (We will match your pension contributions plus 2% up to a maximum of 9% employer contribution)
• And lots more!

For high volumes of applications, we reserve the right to close adverts earlier than advertised.