Legacy Partnerships Officer

Alzheimer's Society; Remote; GBP 100,000 - 125,000; Full time

Job summary

A leading dementia charity is seeking a Legacy Partnerships Officer in England to manage and promote legacy giving via Will writing professionals. The successful candidate will exceed targets, build strong relationships, and deliver effective stewardship programs. The role requires excellent customer service skills, networking abilities, and a strong commitment to making a difference in the dementia landscape. Comprehensive benefits include flexible working, generous leave, and wellbeing support.

Benefits

Generous pension scheme

27 days annual leave plus bank holidays

HealthShield Cash Plan

Flexible working policies

Free Will-writing service

Qualifications

• Experience exceeding targets and building relationships with diverse individuals.
• Ability to network and build rapport in business settings.
• Good communicator capable of public speaking.

Responsibilities

• Deliver effective stewardship and retention programs for Will writing partners.
• Monitor partner performance and make recommendations for development.
• Maintain accurate database records in compliance with regulations.
• Plan and deliver acquisition and retention events.
• Meet annual targets for Will writing promotion.
• Contribute to the development of Will offers.
• Collaborate with marketing and regional teams for brand consistency.

Skills

Customer service skills

Networking

Sales experience

Relationship management

Public speaking

Job description

We are recruiting for a Legacy Partnerships Officer to join on a full‑time basis, working 35 hours per week on a fixed term contract for 9 months. This is a home‑based role, though you will need to be based in the Midlands, North East or North West of England, or Northern Ireland AND be willing to travel across that area for events as required.

As the Legacy Partnerships Officer (North) you will represent Alzheimers Society, raise our profile, and promote legacy giving to our Will writing partners and legal professionals to secure future income for the charity. You will work collaboratively across the organisation at all levels to maximise our Will writing partnerships.

You will be responsible for the targeted acquisition of new Will writing partners in your region, whilst delivering a seamless onboarding and retention journey for the professional audience, through outstanding relationship management.

Interviews for this role have been provisionally scheduled to take place on Friday 6th and Monday 9th February.

Job Description

Do you have experience exceeding targets and building relationships with a wide range of people? Would you like to contribute to the UKs leading dementia charity by promoting legacy giving to our Will writing partners and legal professionals across the North? Joining us, you will have good customer service skills with experience in a sales, marketing or business to business partnerships. Youll also be able to network, particularly in a business partnership setting, and build rapport within a one‑to‑one relationship with a customer or business, discussing technical issues and combining persuasiveness with trust building.

Crucially, youll have a track record of exceeding targets and using your initiative to prioritise your work effectively. Youll be a good communicator, able to speak publicly and communicate effectively with a wide range of people.

What you’ll focus on:

• Delivering an effective stewardship and retention programme of support for all Will writing partners by phone, email or via in-person meetings in an agreed time frame.
• Continually monitoring and evaluating the performance of our Will writing partners and making recommendations for future development by offering bespoke relationship management through face to face and virtual meetings and training.
• Maintaining accurate partner database records in compliance with Society policy and data protection laws.
• Planning, delivering and hosting acquisition and retention events for solicitors, including post event follow up stewardship activity.
• Meeting agreed annual targets through Will writing promotion which will support future Legacy income generation.
• Contributing to the continued development and project management of our Will offers.
• Working in collaboration with our Legacy Marketing Team and wider Regional Legacy Team to ensure that our Will offer messaging is supporter led, consistent and on brand.

About Alzheimer's Society – who are we and what's our mission?

Dementia is the UKs biggest killer. One in three people born in the UK today will develop dementia in their lifetime.

At Alzheimers Society, we are the UKs leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding ground‑breaking research and campaigning to make dementia the priority it should be.

Together with our supporters, we’re working towards a world where dementia no longer devastates lives.

Our values

Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.

Our commitment to Equity, Diversity, Inclusion & Belonging

We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as part of a minority ethnic background, as these groups are currently under‑represented at Alzheimer's Society.

Our hiring process

At Alzheimers Society, we value our people and take a total reward approach to pay and benefits. You’ll enjoy a generous double‑matched pension scheme, 27 days annual leave (plus bank holidays and wellbeing days), and access to a free HealthShield Cash Plan, 24/7 EAP, Thrive mental wellbeing support, and virtual GP services. Our Society Plus platform offers exclusive discounts, wellbeing resources, and recognition schemes, while our flexible working, family‑friendly policies, and life assurance provide peace of mind and work/life balance. We also offer a free Will‑writing service and long service awards to recognise your ongoing commitment.