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- Tasks: Manage genealogy cases, research family histories, and deliver accurate reports.
- Company: Join Estate Research, a leading UK genealogy firm since 2001, specialising in tracing next of kin.
- Benefits: Enjoy flexible working hours, additional leave days, and a contributory pension scheme.
- Why this job: Make a real impact by helping families connect while developing your research skills in a supportive environment.
- Qualifications: Previous genealogy experience, strong attention to detail, and good communication skills required.
- Other info: Opportunities for accredited training and regular performance reviews to support your career growth.
The predicted salary is between 24000 - 42000 £ per year.
3 weeks ago Be among the first 25 applicants
Location: Office based in London or Wigan
Department: Public Sector
Hours: Full-time with option to work 36 hours over a 4 or 5-day week
About Us:
Established in 2001, Estate Research is one of the UK’s largest professional genealogy firms, specialising in tracing next of kin and missing beneficiaries. We work with both the public sector and private legal industry to trace next of kin and trace missing beneficiaries to estates.
Our team combines local expertise with global reach, locating families and assets worldwide. Learn more at www.estateresearch.co.uk.
Role Summary:
Due to continued growth, we are looking for a Case Manager with genealogy experience to join our Public Sector team.
The successful candidate will be working closely with NHS Trusts, hospitals, coroners, councils, and police departments across the UK.to provide critical services in often sensitive and time-pressured cases. You’ll be researching family histories, tracing next of kin, and delivering accurate, timely genealogical reports. You’ll manage a caseload of active files—often involving deceased individuals with no known next of kin—requiring diligence, sensitivity, and a passion for detailed research.
Responsibilities & Duties:
- You will be required to work to deadlines and prioritise your workload accordingly
- You will research genealogy using all authorised resources including external research from approved databases
- You will record your findings, accurately, and in the prescribed format for local authorities
- You will order birth, death, and marriage certificates as well as other relevant documents for research purposes
- You will take/make calls to confirm research or rule out leads, this may include house visits where necessary
- You will respond to all correspondence within a timely manner
- You must maintain our in-house database as well as maintain your case files with case progression
- You must follow our standards and processes for organising your cases, e.g.: formatted emails, formatted document folders
- You may be required to attend conference & training days
Other:
- Occasional travel
- To undertake any ad hoc duties for the Managing Director and the Head of Public Sector
- To observe and comply with all our company policies & procedures always
The ideal candidate will have:
- Genealogy & case management experience from a similar previous role
- Strong attention to detail, with excellent communication & organisational skills
- Strong IT skills, including typing with accuracy
- Excellent written and verbal skills – including neat/clear handwriting
- You must be able to retain and recall vast amounts of information
- Ideally you would have a full driving licence with access to a vehicle or be learning to drive
- Minimum education of GCSEs Grade A to C (or equivalent) including English & Maths but ideally A Levels/degree educated
Employee Benefits:
Pay & Rewards:
- Additional leave days for loyal service (1 day per year at 5+, 10+, and 15+ years’ service)
- Complimentary leave days to support employee wellbeing after one year of employment
- Annual bonus based on personal and departmental performance paid every December
- Contributory pension scheme – 5% employer contribution plus 5% employee contribution
- Enhanced maternity and paternity leave
- Free Will writing service plus mirror will for partner/spouse provided by a specialist solicitor
- Free eye test with a £50 contribution towards glasses/contacts needed for DSE work.
Development
- Opportunities including accredited training and CPD
- Regular one-to-ones, reviews, and appraisals with Team Leaders and Department Heads
- Regular team and departmental meetings
- Individual entry to appropriate sector awards
- Annual pay reviews with fair and demonstrable pay increases
- Estate Research has a fair pay policy with no gender pay gap.
About Us:
Established in 2001, Estate Research work with both private clients and the public sector to locate missing Next of Kin and beneficiaries to an estate. Estate Research is now one of the country’s largest genealogists/heir hunter firms in the UK.
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Genealogy Case Manager employer: Estate Research Ltd
Contact Detail:
Estate Research Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Genealogy Case Manager
✨Tip Number 1
Familiarise yourself with the key stakeholders in the public sector, such as NHS Trusts and local councils. Understanding their processes and how genealogy fits into their operations can give you an edge during interviews.
✨Tip Number 2
Network with professionals in the genealogy field. Attend relevant events or join online forums to connect with others who may have insights or tips about working in this specific role.
✨Tip Number 3
Brush up on your research skills, especially using genealogy databases. Being able to demonstrate your proficiency in these tools during discussions can set you apart from other candidates.
✨Tip Number 4
Prepare for potential case scenarios that may come up in the interview. Think about how you would handle sensitive situations and be ready to discuss your approach to managing a caseload effectively.
We think you need these skills to ace Genealogy Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your genealogy and case management experience. Use specific examples that demonstrate your attention to detail and organisational skills, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for genealogy and your understanding of the sensitive nature of the work. Mention any relevant experience with public sector organisations and how you can contribute to their mission.
Showcase Communication Skills: Since excellent written and verbal communication skills are essential, ensure your application is free from errors. Use clear and concise language, and consider including examples of how you've effectively communicated in previous roles.
Highlight Relevant Qualifications: If you have any qualifications related to genealogy or case management, be sure to mention them. This could include any accredited training or certifications that would make you a strong candidate for the position.
How to prepare for a job interview at Estate Research Ltd
✨Research the Company
Before your interview, take some time to learn about Estate Research. Understand their mission, values, and the services they provide. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Scenario Questions
Given the sensitive nature of the work, be ready to discuss how you would handle specific scenarios involving deceased individuals or next of kin. Think about examples from your past experience that demonstrate your empathy and problem-solving skills.
✨Showcase Your Attention to Detail
As a Genealogy Case Manager, attention to detail is crucial. Be prepared to discuss how you ensure accuracy in your research and reporting. You might even want to bring examples of your previous work to illustrate your meticulous approach.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role, especially when liaising with various stakeholders. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you manage correspondence and maintain case files.