Legacy Case Officer
Employer: Guide Dogs
Location: Homebased
Temporary: Fixed term contract - 14 months
Working hours: 25 hours per week
Salary: £31,000 - £36,255.99 per annum pro rata + excellent benefits
Closing date: 15 March 2026
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We’re looking for an experienced Legacy Case Officer to join our team on a fixed‑term basis to cover a period of family leave. This is a vital role within one of our most significant income streams, helping ensure every gift left to Guide Dogs is administered professionally, sensitively, and in line with legislation and best practice.
As this is a specialist post, previous experience working as a Legacy Case Officer in the charities legacy sector is essential.
In this role, you will provide an accurate and efficient service to process legacies, ensuring they are handled in line with legislation, policy, and best practice. You’ll manage a diverse caseload of pecuniary, residuary, and life interest legacies. You will correspond professionally and sensitively with personal representatives, professional advisers, charity co-beneficiaries, and other stakeholders to resolve legacy cases effectively. Your role will involve preparing briefing notes for Trustees, managing estate and trust account reconciliations, and ensuring that taxes, including Capital Gains, Income, and Inheritance Tax, are handled correctly, safeguarding Guide Dogs’ interests. You’ll also protect Guide Dogs’ position when property or land is involved, securing necessary valuations to achieve the best possible value. Additionally, you will stay up to date with changes in probate, tax, and trust law, ensuring your approach is always in line with the latest regulations and practices.
We are looking for someone to work 25 hours per week, including Tuesdays, with the flexibility to work your remaining hours across the week and the opportunity to attend the office at our Reading Hub in Burghfield.
No two people with sight loss are the same, and none of our people are either. So, we are proud to offer a range of person-centred benefits that can support each member of staff in ways that really mean something to them – and show them how much they mean to us. We offer a flexible benefits package, discounts and cashback scheme, a generous holiday allowance and matched contributory pension scheme to care for our people.
About Us
How to apply
Further details on the full role are attached below. When you are ready to apply, submit an online application form via this page.
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. You will also be asked to complete a few job-specific questions as part of this application process, so please be prepared to write your answers to these questions.
Our Commitment to Diversity and Inclusion
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.
As a Disability Confident Employer, we are proud, whenever possible, to offer an interview to all candidates that meet our selection criteria, and who indicate they wish their application to be considered under our Disability Confident interview commitment. For more details, visit our careers site.
If you are successful you will need to provide evidence of your right to work in the UK via our digital ID checking supplier; in addition, we cannot offer visa sponsorship at this time.
Safeguarding
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.
At Guide Dogs, we believe in fair and equitable hiring practices. A criminal record will not automatically disqualify an applicant from consideration for a position. Each case will be evaluated individually, taking into account the nature of the offense, its relevance to the role, and the time that has passed since the incident. We encourage all candidates to disclose relevant information, and we assure you that it will be handled confidentially and fairly.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 you are applying for a disclosure role, please note that you will be required to undergo an enhanced DBS check and sign up to the DBS update service.
For high volumes of applications, we reserve the right to close adverts earlier than advertised.
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