Legacy Case Officer

Job Description

Contract type: Permanent
Hours: 37.5hrs per week
Salary: £32,074 - £34,240 per annum

Are you an experienced legacy case officer, who wants to be part of our lifesaving team? 

We’re looking for a Legacy Case Officer to join our Individual Giving team, to ensure that Thames Valley Air Ambulance is processing gifts efficiently, playing a crucial role in the administration of this pivotal income stream. 

About us

Thames Valley Air Ambulance is one of the UK’s leading air ambulance charities. We’re here for people in Berkshire, Buckinghamshire, and Oxfordshire when they need us most. Bringing hospital-level care by land and air. 

We exist to give everybody in our community the best chance of surviving and recovering from an emergency. Our mission is to do everything in our power to protect, save and revive lives, with the best critical care at the scene and beyond. 

We love what we do. Our charity is a place where people care for each other, provide support and encourage everyone to be their best and we pride ourselves on being one of the UK’s leading air ambulance charities. As an innovative charity, we are continually developing our organisation and pushing the boundaries of patient care to deliver a unique emergency service, where and when it is most needed. We are driven to do the right thing for our patients, their families, our supporters and community. All our staff live our values: passion, excellence, respect and care.

The role

As Legacy Case Officer you will:
  • Be first point of contact for the Legal team, representing the charity in communications with legal professionals
  • Be responsible for the day to day management and coordination of legacy case file administration and stewardship for Thames Valley Air Ambulance to meet the legacy income budget
  • In conjunction with the Individual Giving (and legacy?) Development Manager, develop, deliver and evaluate a legacy programme, in line with the Fundraising department strategy and Thames Valley Air Ambulance aims 
  • Act as a source of expertise in legacy fundraising for the charity 

About you

To be successful in this role, you will need strong administration skills, with the ability to manage a varied and busy workload effectively. You will also need excellent communication skills, from drafting written correspondence to interacting with the public on the phone, or face to face at events. Ideally you will have experience of having sensitive conversations as you will be in regular contact with bereaved families. A knowledge of Wills, Probate and Trust law would be desirable. 

If this role sounds like it’s for you, we would love you to apply! 

We offer a competitive salary and great staff benefits such as:
  • 25 Days holiday 
  • Hybrid Working with the option to work up to 3 days remotely
  • Holiday Trading
  • A day off for your birthday (pro rata for part time)
  • Free Flu Vaccination
  • Option to purchase a Blue Light Card
  • Employee Assistance Programme
  • Company Pension Scheme 
Closing Date:  1 August 2024  

This post may close early due to high numbers of applications, so you are advised to apply promptly.

You may have experience in the following roles: Legacy Officer, Legacy Coordinator, Legacy Manager, Fundraising Administrator, Probate Administrator, Trusts and Estates Administrator, Charitable Giving Coordinator, Donations Administrator, Individual Giving Officer, Fundraising Manager, Legal Administrator, Wills and Probate Assistant, Estate Planner, Charity Administrator, Bereavement Support Officer, etc.

REF-215 189