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- Tasks: Manage genealogy cases, research family histories, and deliver detailed 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, all while developing your skills in a supportive environment.
- Qualifications: Previous genealogy experience, strong attention to detail, and good communication skills required.
- Other info: Full-time role with opportunities for training and career development.
The predicted salary is between 28800 - 43200 ÂŁ per year.
5 days 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 ÂŁ50 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
Contact Detail:
Estate Research 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 needs and how genealogy plays a role in 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 work in similar roles. This can provide insights into the industry and potentially lead to referrals.
✨Tip Number 3
Brush up on your research skills and become proficient with genealogy databases. Being able to demonstrate your ability to efficiently trace next of kin will be crucial in showcasing your suitability for the role.
✨Tip Number 4
Prepare for potential case scenarios that may arise in the role. Think about how you would handle sensitive situations involving deceased individuals and their families, as this will show your understanding of the emotional aspects of the job.
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 the role involves liaising with various stakeholders, emphasise your excellent written and verbal communication skills. Provide examples of how you've effectively communicated complex information in previous roles.
Highlight IT Proficiency: Given the importance of maintaining databases and managing case files, make sure to mention your IT skills. Include any specific software or tools you are familiar with that are relevant to genealogy or case management.
How to prepare for a job interview at Estate Research
✨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 not only help you answer questions more effectively but also show your 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 related to genealogy and case management. Think about past experiences where you've demonstrated diligence and sensitivity, as these qualities are crucial for this role.
✨Showcase Your Attention to Detail
As a Case Manager, attention to detail is key. Be prepared to discuss examples from your previous roles where your meticulousness made a difference. You might even want to bring along samples of your written work to demonstrate your clear communication skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. This could be about the team dynamics, the types of cases you might handle, or opportunities for professional development. It shows that you're engaged and thinking about your future with the company.