Senior Legacy Officer


Recruit for Spouses

Senior Legacy Officer



Up to 38,000 pro-rata




Home based



A fantastic opportunity has arisen for a Part time  Senior Legacy Officer to join the Fundraising team at SSAFA, the Armed Forces charity.


SSAFA, the Armed Forces charity, has been providing lifelong support to our Forces and their families since 1885. Last year our teams of volunteers and employees helped more than 85,000 people in need, from Second World War veterans to young men and women who have served in more recent conflicts, and their families. SSAFA understands that behind every uniform is a person. We are here for that person any time they need us, in any way they need us, for as long as they need us.


About the role


You will be responsible for administering a case load of contentious and non-contentious pecuniary, residuary and life interest legacies, ensuring that the charity receives its full entitlement in a timely manner and maximise value wherever possible.


About the team


You will join an enthusiastic and dedicated fundraising team whose ambition is to ensure our supporters contribute in the ways that suit them best and that they have the best possible experience.


About you


To carry out this role successfully you will be experienced in Legacy Administration, with a sound knowledge of Probate and Trust Law.  You will be highly organised, excellent computer skills, exceptional attention to detail, ability to research, analytical, efficient and effective problem solve skills. You will also hold a recognised legal/ legacy profession qualification such as a Solicitor, ILEX, ILM Certificate in Charity Legacy Administration (CiCLA)/ or STEP qualification.


You must also have excellent interpersonal and diplomatic skills to manage relationships with professional and non-professional executors, as well as next of kin.


SSAFA is an employer that values the diversity of its workforce and welcomes applications from all sections of the community.


No agencies please. Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.


For further information


If you have any queries or would like to speak to someone about this role, please contact Liz Graham on for an informal discussion.


To apply, visit SSAFAs website


Closing date: Midnight on Sunday 4th October 2020.


Interviews: Date to be confirmed. If you are invited to attend an interview you will be required to undertake an aptitude test as well as deliver a scenario based presentation as part of the selection process.


SSAFA is an Equal Opportunities Employer and is committed to using the Disclosure & Barring Service.


If you wish to apply for any of our vacancies you will be asked to answer some screening questions before completing an application form and uploading your CV.  Personal data to progress your application for employment is covered under the General Data Protection Regulations (GDPR) Article 6 Section 1b and Article 9 2b and c. Your details will not be used for any other purpose or shared with a third party without your permission.  Data on unsuccessful candidates will be retained for one year from the vacancy being filled. If you take up employment with us, your information will be held for the duration of your employment plus six full calendar years. Further details are contained in SSAFAs Privacy Statement at




Tagged as: Senior Legacy Officer