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- Tasks: Manage your own caseload and conduct detailed family tree research across Scotland.
- Company: Join one of the UK's largest genealogists, established in 2001, helping clients locate missing beneficiaries.
- Benefits: Enjoy 25 days holiday, a 4-day work week, and private medical insurance after 12 months.
- Why this job: Be a key player in a growing firm with a passion for genealogy and making a social impact.
- Qualifications: Experience in Scottish genealogy and law, strong organization skills, and a keen eye for detail required.
- Other info: Salary based on experience; apply now for more details!
Case Manager Genealogy, Edinburgh City Centre, Scotland
Case Manager – Geneology required to work within the Private Client Department of one of the UK s leading Genealogists. They are looking for experienced case managers and researchers who are conversant in Scottish law and Scottish genealogical research practices to work from their office in Edinburgh.
About: Established in 2001, our client works with both private clients and the public sector to locate missing Next of Kin and beneficiaries to an estate. They are now one of the UK s largest Genealogists/Heir Hunter firms and due to substantial organic growth, they are looking to recruit a Regional Case Manager.
As a Regional Case Manager and Researcher, you will be paramount to the ongoing success of our business. You will manage your own caseload whereby you will utilise a variety of methods and tools available to you to locate beneficiaries.
Key Responsibilities:
- Travelling to record centres around Scotland to complete detailed family tree research
- Research genealogy in accordance with the training provided and the client s instructions, using all authorised resources including external research from approved databases
- Recording research findings in the correct family tree format
- Ordering birth, death, and marriage certificates as well as other relevant reference documents for research purposes
- Taking and making calls to beneficiaries / family members to confirm research, or rule out leads
- Ensuring the in-house Case Management system is kept up to date with case progression
- Answering all correspondence via phone, email, or letter from clients &/or potential beneficiaries within a timely manner
- Preparing interim and final reports, including the family tree, letters, family history reports and mailing lists
- Accurately write reports for solicitors in the prescribed format
- General admin duties
- Working to deadlines prioritising workload accordingly
The Ideal Candidate:
You will have experience of working within Wills & Probate or within a wider Private Client law setting and you will have:
- Experience of completing research of Scottish genealogy records and ideally the laws around intestacy and testacy in Scotland.
- A keen eye for detail
- Ability to retain and recall vast amounts of information
- Impeccable organisation skills
- Adaptable communication skills
- Capability to convert research into clear, formatted reports
- An active interest in genealogy
- A full clean driving licence
You will also possess an exemplary sickness & punctuality record and will be a proven team player.
Benefits: 25 days holiday per year, annual bonus (paid in December), contributory pension scheme, 4 day working week (after completion of probation period), private medical insurance (after twelve months), death in service benefit (after twelve months) and employee assistance programme (after twelve months).
This is a great opportunity and salary is dependent upon experience. Apply now for more details.
Case Manager and Researcher employer: Carrington Recruitment Solutions
Contact Detail:
Carrington Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Manager and Researcher
✨Tip Number 1
Familiarize yourself with Scottish genealogy records and the relevant laws surrounding intestacy and testacy. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the genealogy field, especially those who work in Scotland. Attend local events or join online forums to connect with others who can provide insights or even referrals.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experience that highlight your research skills and attention to detail. Being able to articulate your process will set you apart.
✨Tip Number 4
Showcase your organizational skills by discussing how you manage multiple cases or projects simultaneously. Highlight any tools or systems you use to keep track of your work efficiently.
We think you need these skills to ace Case Manager and Researcher
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Case Manager position. Understand the key responsibilities and the skills required, especially those related to Scottish law and genealogy.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience you have in Wills & Probate or private client law. Be specific about your research experience in Scottish genealogy and any relevant legal knowledge.
Showcase Your Skills: Demonstrate your organizational skills and attention to detail in your application. Provide examples of how you've managed caseloads or completed detailed research in the past.
Tailor Your Application: Customize your cover letter to reflect your genuine interest in genealogy and the specific role. Mention why you are excited about the opportunity to work with one of the UK's leading genealogists.
How to prepare for a job interview at Carrington Recruitment Solutions
✨Show Your Knowledge of Scottish Genealogy
Make sure to demonstrate your understanding of Scottish genealogical research practices and laws during the interview. Be prepared to discuss specific examples from your past experience that highlight your expertise in this area.
✨Highlight Your Organizational Skills
As a Case Manager, you'll need impeccable organization skills. Share examples of how you've successfully managed multiple cases or projects simultaneously, ensuring that all details were meticulously recorded and deadlines met.
✨Prepare for Practical Scenarios
Expect to be asked about how you would handle specific case scenarios. Think through potential challenges you might face in genealogy research and be ready to explain your approach to overcoming them.
✨Demonstrate Communication Skills
Since the role involves communicating with beneficiaries and clients, showcase your adaptable communication skills. Provide examples of how you've effectively communicated complex information clearly and concisely in previous roles.
