Alzheimer’s Society – Legacy Case Officer

Job listing

Job Title: Legacy Case Officer
Organisation: Alzheimer's Society
Salary: £28,038 - £30,620 plus London Allowance of £3,600(if applicable)
Contract Type: Full time
Hours: 35 hours
Location: Home based
Closing Date: 4 April 2024
Interview Date: To be confirmed

We have an exciting opportunity for the right candidate to join our Legacy fundraising team at Alzheimer’s Society.  The charity has an enviable track record with income seeing exponential growth over the last 5 years achieving over £40m in 2023/24. Legacy income accounts for 25% of the total income for the Society and this is an exciting time to join our team as we continue to grow.

Working with the Legacy Case Team you will maximise income through good file management whilst at the same time seeking out opportunities to add value through diligent case work.

We would love to welcome more outstanding people to join our exciting journey to make the greatest difference for people affected by dementia.

Alzheimer’s Society have recently been named on the Sunday Times Best Places to Work 2023! We have achieved excellent scores for workplace happiness, pride, and job satisfaction. This is a fantastic achievement and we’re incredibly proud as this is fantastic indication of how far we’ve travelled over the past few years.

About you:

  • We are looking for a highly organised and enthusiastic individual with excellent attention to detail.
  • You will have an excellent knowledge of Wills, Probate and Trust Law, proven experience in legacy administration and file management together with the ILM Certificate in Charity Legacy Administration or equivalent qualification.
  • Experience in using First Class 4 application, Microsoft office applications and a proven ability to manage your own workload.
  • To be responsible for personal learning and development, to support the learning and development of others and the whole organisation.

About Alzheimer’s Society

At Alzheimer’s Society, we believe passionately that life doesn’t end when dementia begins. We are here for anyone affected by dementia, and we do everything we can to keep people with dementia connected to their lives and the people who matter most.

Everything we do is shaped by people affected by dementia. Their knowledge and experience are critical to bringing about real-world solutions. From choosing the most promising research through to telling their stories to raise awareness; they are the heart of this organisation.

Our Values

We are Determined to make a difference when and where it matters most, by being passionate, focussed and making a lasting impact for people affected by dementia.

Every one of us is a Trusted expert, listening, learning and using evidence and experience. We are Better together by being open, combining our strengths, helping us to achieve more together. We are Compassionate, we are kind and honest, and we don’t shy away from challenges.

Through our values we will make the greatest difference for people affected by dementia.

Equal Opportunities

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.

We are committed to building a diverse organisation that represents the communities we serve and ensuring inclusion in everything we do. During your recruitment process we want to make sure that you bring your whole self and be at your best.


Closed on 4 April 2024


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