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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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