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- Tasks: Manage your own caseload and conduct detailed family tree research.
- Company: Join one of the UK's leading genealogists, established since 2001.
- Benefits: Enjoy 25 days holiday, a 4-day work week, and private medical insurance.
- Why this job: Be part of a growing team making a real impact in people's lives.
- Qualifications: Experience in Scottish genealogy and law is essential; keen attention to detail required.
- Other info: Office-based role in Edinburgh with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Case Manager - Genealogy 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 clients' 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
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 - Genealogy - Office Based in Edinburgh employer: Carrington Recruitment Solutions Limited
Contact Detail:
Carrington Recruitment Solutions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Manager - Genealogy - Office Based in Edinburgh
✨Tip Number 1
Familiarise yourself with Scottish genealogy laws and practices. Understanding the nuances of intestacy and testacy in Scotland will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals in the genealogy field, especially those based in Scotland. Attend local events or join online forums to connect with others who can provide insights or even referrals to the position you're interested in.
✨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 how you've successfully managed similar tasks will set you apart.
✨Tip Number 4
Showcase your organisational skills by being ready to explain how you prioritise tasks and manage deadlines. This is crucial for a Case Manager role, so having a few strategies in mind will help you impress during the interview.
We think you need these skills to ace Case Manager - Genealogy - Office Based in Edinburgh
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description. Understand the key responsibilities and required skills for the Case Manager position, especially those related to Scottish genealogy and law.
Tailor Your CV: Customise your CV to highlight relevant experience in genealogy, research, and any knowledge of Scottish law. Use specific examples that demonstrate your skills and achievements in similar roles.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the role but also showcases your understanding of the company and its mission. Mention your experience with genealogical research and how it aligns with the company's needs.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Carrington Recruitment Solutions Limited
✨Know Your Genealogy Basics
Brush up on your knowledge of Scottish genealogy and the relevant laws. Being able to discuss specific practices and demonstrate your understanding of the legal framework will show that you're well-prepared and serious about the role.
✨Showcase Your Research Skills
Prepare examples of past research projects you've completed, especially those related to genealogy. Be ready to explain your methods and how you approached challenges, as this will highlight your problem-solving abilities.
✨Demonstrate Organisation and Time Management
Since the role involves managing a caseload and meeting deadlines, be prepared to discuss how you prioritise tasks and stay organised. You might even want to share specific tools or techniques you use to keep track of your work.
✨Practice Clear Communication
As you'll be communicating with beneficiaries and clients, practice articulating your thoughts clearly and concisely. Consider role-playing potential scenarios where you need to explain complex information in an understandable way.
