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Legacy Case Officer
The Guide Dogs for the Blind Association
  • Salary £20,834 to £22,060 per annum
  • Location Reading, Berkshire, South East
  • Job Type Permanent
  • Category Fundraising , Legal , Legacy
  • Sectors Disability
  • Job Reference : 0000019149

Job Description

Are you an organised individual with great interpersonal skills and a flair for building relationships?

An exciting opportunity has presented itself for a Legacy Case Officer to become an integral member of the Fundraising & Marketing team.

You will manage own caseload ensuring Guide Dogs Legacy income is maximised and received as quickly as possible.

Role details:

  • Location: Central Office, Burghfield Common, Reading
  • Contract: Permanent
  • Hours: 35 hours per week, however part time applications considered
  • Interviews: week commencing 30th October 2017
  • Key requirements: Right to work in the UK

Role in a nutshell:

You will be responsible for a share of over £34 M income of allocated legacy cases, ensuring that maximum value is achieved for Guide Dogs.

You will analyse the Estate/Trust Accounts, carefully examining their actions, recommendations and omissions, ensuring all estate assets have been accounted for to maximise Legacy income.

You will be a confident, flexible, self-motivated, enthusiastic and well- organised individual with knowledge of inheritance tax, Probate Law and the IOF Code of Practice.

For more information on this role and our benefits package, please see the documents attached below.

In return you will join the UK’s most trusted charity (Charity Brand Index 2016) and help work towards a world where people who are blind or partially sighted can enjoy the same freedom of movement as everyone else.

We believe that wellbeing at work is about creating an environment to promote a state of contentment which allows all employees to flourish and achieve their full potential for the benefit of themselves and for Guide Dogs.

As a member of staff we offer you a wide range of benefits to suit your individual needs. These include; 26 days’ holiday plus bank holidays (rising to 28 days after 3 years' service), flexible benefits package and a defined contribution group personal pension plan.

Diversity

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. We encourage applications from disabled people as they are currently under-represented in the organisation and guarantee an interview to all disabled applicants who meet the essential criteria for the job.

Safeguarding Statement

Guide Dogs is committed to ensuring that children, young people and vulnerable adults who come into contact with Guide Dogs staff and volunteers are treated with respect, and are free from all forms of abuse or mistreatment. We are also committed to ensuring that all staff and volunteers are aware of their responsibilities, and have the knowledge and skills necessary to promote and maintain the welfare and safety of those with whom they come into contact.