Trainee Private Client Case Manager in Wigan

Established in 2001, Estate Research is a leading probate genealogy firm, specialising in locating missing beneficiaries for legal firms and the public sector. Through sustained organic growth, we have become one of the largest providers of our kind in the UK, with offices in Wigan and London. We are proud of our reputation for exceptional service and for creating long-term client partnerships with law firms. Our success is driven by knowledgeable, motivated people who enjoy building trusted relationships and making a genuine impact.

The Trainee Case Manager role is suited to individuals who may not have prior professional genealogy experience but are seeking a new and rewarding challenge. Comprehensive training will be provided to support your progression to a full Case Manager position within the Private Client team where you will manage your own caseload, conduct research to locate missing beneficiaries and produce reports for the instructing legal firms.

What You’ll Be Doing:

• Genealogy research in accordance with the training provided and the client’s instructions, using all authorised resources including external research from approved databases.
• Recording research findings with neat, clear handwriting in the correct format.
• Ordering birth, death, and marriage certificates as well as other relevant reference documents for research purposes.
• Making and receiving calls 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 writing reports for solicitors in the prescribed format.
• Working to deadlines and prioritising workload accordingly.
• Supporting general admin duties and undertaking any ad hoc duties for the MD, Heads of Department or HR.
• Observing and complying with all our company policies & procedures always.

About You:

• You’ll ideally have a professional, focused and detail-oriented approach.
• Excellent verbal and written communication skills with a good telephone manner.
• A high level of organisation and self-motivation.
• A degree and a minimum of 2-3 years post-graduate work experience within a professional office environment.
• An understanding of estate administration and intestacy under UK law (or a strong willingness to learn).
• A full UK driving licence and willingness to travel to meet beneficiaries, collect or deliver documents and visit local archives.

What We Offer:

• Salary: Competitive salary plus annual bonus.
• Benefits: Private medical insurance, four-day working week, wellbeing days and more (Some benefits begin after 6 or 12 months service).