Legacy Engagement Officer

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Job description

The Legacy Engagement Officer helps people with sight loss to live the life they choose by delivering the implementation of the Legacy marketing strategy to increase revenue from Legacy and In Memoriam Giving to the benefit of Guide Dogs. This involves highlighting and promoting the area of Legacy and In Memoriam Giving to all Guide Dogs supporters as well as to internal stakeholders to increase the number of people leaving a gift to Guide Dogs in their will.

This role Monday to Friday, 35 hours per week, with 26 days paid holiday (excluding bank holidays) a year pro rata.

This is a home based Midlands role covering Birmingham, Coventry, Notingham and Peterborough.

We offer a generous pension scheme, life assurance and enhanced pay for parenting and sickness leave. In addition, we provide an Employee Assistance Programme, flexible benefits package and discounts and cashback scheme to care for our people.

Candidate requirements

To be able to fulfil this role, the skills and experience we are looking for in a potential candidate include;

Essential

• Proven experience of developing and stewarding high value relationships.

• Willingness to manage and work across a wide geographical area.

• Proven experience of effectively managing multiple projects simultaneously.

• Proven experience of managing project spend and working with a number of different internal teams to influence and gain support.

• Demonstrable knowledge of Legacy Marketing and an understanding of Will making and related issues (i.e. conflict of interest and undue influence).

• Knowledge of or willingness to learn Inheritance Tax, Probate Law, GDPR and the Charity Commission's Code of Practice.

• Knowledge of, or willingness to train in, bereavement issues.

• Good understanding of profiling and segmentation/research tools.

Desirable

• Educated to degree level or equivalent qualification.

• Professional membership to IOF.

• Previous experience of planning and running a supporter facing or a customer events programme, including managing expenditure, external suppliers and KPIs.

• Previous exposure of working within a legacy marketing function/charity sector.

• Previous experience in a direct marketing environment with an understanding of campaign management including data, design/creative and laser briefs

For the complete list of essential and desirable criteria necessary to be successful in this role please see the Person Specification within the Job Description below. The candidate pack contains more information about this role & the recruitment process at Guide Dogs.

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 people with disabilities as they are currently under-represented in the organisation and guarantee an invitation to interview for all applicants with disabilities who demonstrate, within their application form, sufficient evidence to meet the essential criteria for the job.

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.

If you are successful you will need to provide evidence of your right to work in the UK. We cannot provide sponsorship for this role.

How to apply

Applications need to be made using the online application form, accessed using the 'apply' button above.

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.

The system has a one-hour time limit. We would advise you to prepare your answers separately and then copy and paste into the online form once finalised.If any mandatory fields are missed, a pop-up box will appear at the top of the page advising which sections require completion.

Please note that you'll have to upload a CV as this is a mandatory requirement as part of our Safer Recruitment Policy.

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 there is not enough space in your application form to provide this information, please ensure you upload additional documentation containing the additional detail.