Assistant Legacy Case Officer

At Alzheimer’s Society, every action we take is about making life better for people living with dementia and their carers. We are advisors, supporters, fundraisers, researchers, communicators, and so much more. Some of us are volunteers, some are employees, but together we are a community united by a shared purpose: to make a real difference when it matters most.

We are looking for a Assistant Legacy Case Officer who wants to be part of that mission. This is more than a job. It is a chance to play a pivotal role in securing the future of our work. Through your care, attention, and expertise, you will manage legacies that help ensure we can support thousands of people affected by dementia now and in the years to come.

What You Will Do

Every day in this role is about people and purpose. You will care for a diverse caseload of around 300 pecuniary and specific legacies, guiding them with sensitivity, professionalism, and empathy. You will build trusting relationships with solicitors, executors, co-beneficiaries, and other stakeholders, helping them navigate what can be a complex and emotional process.

Your work will ensure that all legal requirements are met and that every legacy is handled with integrity. You will collaborate closely with colleagues across the Legacy team, sharing knowledge, supporting one another, and contributing to projects that keep our work running smoothly.

You will also help raise awareness of legacy giving, making connections with key stakeholders and helping secure vital income for the Society. Every receipt you issue, every file you progress, and every relationship you nurture directly helps people living with dementia and their families.

This is a role where you can grow. You will have the opportunity to develop expertise across residuary and trust legacies while building your professional skills in a supportive and inclusive environment. Every case you handle is a story of impact, and your work will leave a lasting mark on our mission.

About You

We want to hear from people from all walks of life. You do not need to tick every box, because we value motivation, potential, and alignment with our values as much as experience. You might:

• Have experience in Legacy Administration or a willingness to learn, with familiarity with First Class 4 or similar systems
• Have some understanding of Wills, Probate, or Trust law, or be keen to develop this knowledge
• Be working towards, or interested in, an ILM Certificate in Charity Legacy Administration or similar professional development
• Be able to thrive in a busy administrative environment, balancing multiple priorities independently or as part of a supportive team
• Be comfortable using Microsoft Office, including Outlook and Excel
• organised self-starter with attention to detail and pride in delivering accurate, high-quality work
• Communicate sensitively and professionally, showing empathy and respect to colleagues, stakeholders, and people affected by dementia

You understand that every legacy you manage is a story, and your work helps ensure those stories continue to make a lasting impact.

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 Criminal Record Check at the relevant level. You can read more information via our Website.

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.