Legacy Partnerships Officer

Do you have experience exceeding targets and building relationships with a wide range of people? Would you like to contribute to the UK’s leading dementia charity by promoting legacy giving to our Will writing partners and legal professionals across the North?

About the role

We are recruiting for a Legacy Partnerships Officer to join on a full-time basis, working 35 hours per week on a fixed term contract for 9 months. This is a home-based role, though you will need to be based in the Midlands, North East or North West of England, or Northern Ireland AND be willing to travel across that area for events as required.

As the Legacy Partnerships Officer (North) you will represent Alzheimer’s Society, raise our profile, and promote legacy giving to our Will writing partners and legal professionals to secure future income for the charity. You will work collaboratively across the organisation at all levels to maximise our Will writing partnerships.

You will be responsible for the targeted acquisition of new Will writing partners in your region, whilst delivering a seamless onboarding and retention journey for the professional audience, through outstanding relationship management.

Interviews for this role have been provisionally scheduled to take place on Friday 6^th and Tuesday 10^th February.

About you

Joining us, you will have good customer service skills with experience in a sales, marketing or business to business partnerships. You’ll also be able to network, particularly in a business partnership setting, and build rapport within a one-to-one relationship with a customer or business, discussing technical issues and combining persuasiveness with trust building.

Crucially, you’ll have a track record of exceeding targets and using your initiative to prioritise your work effectively. You’ll be a good communicator, able to speak publicly and communicate effectively with a wide range of people.

What you’ll focus on:

• Delivering an effective stewardship and retention programme of support for all Will writing partners by phone, email or via in-person meetings in an agreed time frame.
• Continually monitoring and evaluating the performance of our Will writing partners and making recommendations for future development by offering bespoke relationship management through face to face and virtual meetings and training.
• Maintaining accurate partner database records in compliance with Society policy and data protection laws.
• Planning, delivering and hosting acquisition and retention events for solicitors, including post event follow up stewardship activity.
• Meeting agreed annual targets through Will writing promotion which will support future Legacy income generation.
• Contributing to the continued development and project management of our Will offers. 
•  Working in collaboration with our Legacy Marketing Team and wider Regional Legacy Team to ensure that our Will offer messaging is supporter led, consistent and on brand. 

Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.

At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.

Together with our supporters, we’re working towards a world where dementia no longer devastates lives.

Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.

Our commitment to Equity, Diversity, Inclusion & Belonging

We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.  

We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. 

Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. 

Our hiring process

During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.  Please also contact Alzheimer’s Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.

To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.

We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.

We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a DBS check at the relevant level.

Giving back to you

Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. 

You can also visit our Working for Us pages, which give you more information about what it’s like to be an employee at the Society.