Careers
Join the Estate Research team
Careers
Join the Estate Research team
Careers
Join the Estate Research team
Estate Research was founded in 2001 and has grown to become one of the largest genealogist and heir hunter firms in the UK. Our success and credibility are solely thanks to our hardworking and dedicated team delivering the best service year on year.
With this in mind, we are focused on retaining great people as well as identifying others that can join such a successful team.
Current Vacancies
Vacancies
Location
Head Office, Wigan
Role summary
As a Public Sector Case Manager you are paramount to the ongoing success of our business, working closely with Local Authorities, NHS Trusts and Coroners across the UK. You will manage your own caseload whereby you will utilise a variety of methods and tools available to you to locate beneficiaries. As one of the country’s largest genealogists/heir hunter firms it is important that you have a keen eye for detail, and ideally an active interest in genealogy.
It is a requirement that you are able to retain and recall vast amounts of information as well as have impeccable organisation skills.
Responsibilities & duties
- Research genealogy in accordance with the training provided and the client’s instructions, using all authorised resources including external research from approved databases.
- Record 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
- Taking/making calls to confirm research or rule out leads.
- Ensuring the in-house Case Management system is kept up to date with case progression.
- Answer all correspondence via phone, email, or letter from clients &/or potential beneficiaries within a timely manner.
- Prepare interim and final reports, including the family tree, letters, family history reports and mailing lists.
- Accurately write reports for solicitors/local authorities in the prescribed format
- General admin duties
- Work to deadlines prioritising workload accordingly.
Other
- Occasional travel – to interview beneficiaries, to collect or delivery documents to beneficiaries, visit the Manchester archives, to collect certificates from the GRO in Southport or for any other reason deemed necessary as part of your job role.
- To undertake any ad hoc duties for the MD, Heads of Department or HR
- To observe and comply with all our company policies & procedures always.
Location
Head Office, Wigan
Role summary
As a Private Client Case Manager you are paramount to the ongoing success of our business working closely with Private Client solicitors across the UK. You will manage your own caseload whereby you will utilise a variety of methods and tools available to you to locate beneficiaries. As one of the country’s largest genealogists/heir hunter firms it is important that you have a keen eye for detail, and ideally an active interest in genealogy.
It is a requirement that you are able to retain and recall vast amounts of information as well as have impeccable organisation skills
Day to day tasks and responsibilities
- Using various databases available to research family trees and locate next of kin
- Liaising with family members
- Updating solicitors
- General admin tasks such as requesting updates on cases and adding notes to systems
- Computerising family trees
- Ordering, and sometimes collecting, certificates from the GRO or local registrar
- Preparing reports for both internal and external parties
The ideal candidate will have/be:
- Degree educated with a minimum of 2-3 years post graduate work experience within a professional office environment
- Ultra-organised and possess strong communication skills including a good telephone manner
- An excellent grasp of English language and neat, clear handwriting
- Geographical knowledge of towns, cities and counties in the UK
- Basic knowledge of Microsoft systems
- Able to manage large workloads working to tight deadlines
- An exemplary sickness & punctuality record
- A proven team player
- Able to work as part of a team and also independently
- Proactive in problem solving but know when to ask for help, not being afraid to ask for advice in a busy office environment
Location
London Office (EC3N)
Role summary
As a Private Client Case Manager you are paramount to the ongoing success of our business working closely with Private Client solicitors across the UK. You will manage your own caseload whereby you will utilise a variety of methods and tools available to you to locate beneficiaries. As one of the country’s largest genealogists/heir hunter firms it is important that you have a keen eye for detail, and ideally an active interest in genealogy.
It is a requirement that you are able to retain and recall vast amounts of information as well as have impeccable organisation skills
Day to day tasks and responsibilities
- Using various databases available to research family trees and locate next of kin
- Liaising with family members
- Updating solicitors
- General admin tasks such as requesting updates on cases and adding notes to systems
- Computerising family trees
- Ordering, and sometimes collecting, certificates from the GRO or local registrar
- Preparing reports for both internal and external parties
The ideal candidate will have/be:
- Degree educated with a minimum of 2-3 years Probate Genealogy experience
- Ultra-organised and possess strong communication skills including a good telephone manner
- An excellent grasp of English language and neat, clear handwriting
- Geographical knowledge of towns, cities and counties in the UK
- Basic knowledge of Microsoft systems
- Able to manage large workloads working to tight deadlines
- An exemplary sickness & punctuality record
- A proven team player
- Able to work as part of a team and also independently
- Proactive in problem solving but know when to ask for help, not being afraid to ask for advice in a busy office environment
Location
Head Office, Wigan
Role summary
The Trainee Case Manager role is designed for applicants who may not have professional genealogy experience but are keen for a new challenge. All training will be provided to progress you towards a full Case Manager role. You will utilise a variety of methods and tools available to you to locate beneficiaries and then begin to manage your own cases and work with Private Client solicitors across the UK.
As one of the country’s largest genealogists/heir hunter firms it is important that you have a keen eye for detail, and ideally an active interest in genealogy. It is also a requirement that you are able to retain and recall vast amounts of information as well as have impeccable organisation skills.
Responsibilities & duties
- Research genealogy in accordance with the training provided and the client’s instructions, using all authorised resources including external research from approved databases.
- Record 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
- Taking/making calls to confirm research or rule out leads.
- Ensuring the in-house Case Management system is kept up to date with case progression.
- Answer all correspondence via phone, email, or letter from clients &/or potential beneficiaries within a timely manner.
- Prepare interim and final reports, including the family tree, letters, family history reports and mailing lists.
- Accurately write reports for solicitors/local authorities in the prescribed format
- General admin duties
- Work to deadlines prioritising workload accordingly.
Other
- Occasional travel – to interview beneficiaries, to collect or delivery documents to beneficiaries, visit the Manchester archives, to collect certificates from the GRO in Southport or for any other reason deemed necessary as part of your job role.
- To undertake any ad hoc duties for the MD, Heads of Department or HR
- To observe and comply with all our company policies & procedures always.
Location
Head Office, Wigan
Role summary
As a Researcher you will support Case Managers within your department. In broad terms this role will be to undertake & support genealogical research and other tasks.
It is not just a need but a requirement that you are able to retain and recall vast amounts of information as well as have impeccable organisation skills.
Day to day tasks and duties
- Researching family trees, including searching through genealogical records and other documentation. This can involve searching online or manual records as well as visiting record centres and archives to view original records
- Interviewing family members and other relevant persons about their family history and / or knowledge of a family tree
- Ordering and reviewing certificates and other relevant documents to prove or progresses the research
- Updating solicitors and beneficiaries (where required)
- Assisting with ancillary services, such as divorce searches, probate searches and Will searches
- Assisting Case Managers with compiling family history reports; including hand-drawn and computerised trees, covering letter, mailing lists, making copies of supporting certificates and agreements
- General administrative duties
- Collecting certificates from General Registry Office
The ideal candidate will have/be:
- Degree educated
- Ultra-organised and possess strong communication skills including a good telephone manner
- Basic knowledge of Microsoft systems
- Able to manage large workloads working to tight deadlines.
- An exemplary sickness & punctuality record
Location:
Head Office, Wigan
Role Summary:
We are looking to recruit a Sales and Marketing Executive to support our Lead Public Sector Manager.
You will be responsible for supporting the existing Public Sector Manager in their ongoing projects and business development roles. You will also be responsible for nurturing new business projects whilst maintaining & developing established relationships to ensure all opportunities are maximised for both parties.
Responsibilities & Duties:
- Assist with new business presentations, conferences, sales events, and virtual client meetings
- Offer input on company press releases, publicity campaigns and marketing
- Devise content for our company website and external websites
- Identify potential clients and generate new business with the UK public sector
- Be able to think creatively to develop and expand on existing contacts
- Take a proactive role in developing new projects
- Maintain and update internal case management system with contacts and sales progress
- Support our Lead Public Sector Manager with any additional tasks, projects, and initiatives
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:
- The ability to deliver presentations
- Strong attention to detail, with excellent communication & organisational skills
- Excellent IT skills & typing with accuracy
- A valid UK driving licence with access to a vehicle
It is not essential, but preferred if you have:
- Genealogy research experience/knowledge.
- Business development experience, preferable within the Public Sector.
- Project Management or marketing experience.
Employee Benefits
Benefits
Pay & rewards
- Standard 25 days plus statutory bank holidays
- 4 day working week option
- 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
- Access to private healthcare that includes cashback on everyday health treatments, including optical, dental and personal therapies
- Contributory pension scheme – 5% employer contribution plus 5% employee contribution
- Enhanced sick pay
- 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
Career progression
- Ongoing career progression opportunities including accredited training and CPD
- Regular one-to-ones, reviews, appraisals with Team Leaders, Department Heads, HR, and the Managing Director.
- 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
Other
- Aesthetically pleasing & modern offices with free on-site parking (or paid for off-site parking)
- Room 102 – onsite Rooftop Garden Terrace, created as a ‘Chill out’ space for employees to enjoy
- Refreshments provider (Machine pod coffee, Tea, Coffee, Filtered water)
- Social events with your team and wider company including an annual summer day out & Christmas party
- Charity fundraisers – join in with support for our nominated charities including bake offs and food bank donations.
