At a Glance
- Tasks: Conduct genealogy research, manage caseloads, and prepare reports for legal firms.
- Company: Leading probate genealogy firm with a strong reputation for exceptional service.
- Benefits: Competitive salary, private medical insurance, four-day work week, and wellbeing days.
- Other info: Comprehensive training provided to support your career growth.
- Why this job: Join a dynamic team and make a real impact in the world of genealogy.
- Qualifications: Degree and 2-3 years office experience; detail-oriented and motivated individuals welcome.
The predicted salary is between 30000 - 40000 £ per year.
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).
Trainee Private Client Case Manager in Wigan employer: Estate Research
At Estate Research, we pride ourselves on being an exceptional employer, offering a supportive work culture that fosters personal and professional growth. Our comprehensive training programme for the Trainee Private Client Case Manager role ensures that you will develop valuable skills while enjoying a competitive salary, private medical insurance, and a unique four-day working week. Join us in Wigan, where you can make a meaningful impact in the lives of others while building lasting relationships within a dynamic team.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Private Client Case Manager in Wigan
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Estate Research. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Private Client Case Manager in Wigan
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Estate Research.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Estate Research
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Estate Research.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Estate Research.
