Tom is aware of the following vacancies:

Senior Case Manager, Family Wise Limited, Calne (full-time) (office-based)

Family Wise Limited specialises in finding people and provide a number of services: probate and intestacy research ('Heir Hunting'), locating missing relatives, private investigation and professional family history research around the world. This job is a rare opportunity to enter this field in a full-time salaried position, in idyllic rural Calne.

Job description

The role of Senior Case Manager at Family Wise Limited involves any and all of (whilst not being exclusive to) the following tasks:

  • Conduct quality research
  • Create and maintain accurate case notes
  • Prepare outline trees to assist with the ordering of certificates
  • Liaise with other researchers in and out of the office and manage team members, where necessary
  • Prepare and check estate accounts
  • Check family trees for accuracy and completeness
  • Assist in preparation of quotes for work
  • Maintain the FWL presence on social media (aided by the Digital Marketing Manager and also, as an individual)
  • Share in the quality control for outgoing correspondence, and for certificate orders
  • Maintain a record of the status of cases and share responsibility for maintaining accurate data on CRM system
  • Prepare a summary case review document for regular meetings
  • Prepare bespoke and templated letters to a variety of contacts in conjunction with the admin team
  • Manage tasks effectively over short- and medium- terms
  • Regularly manage the daily allocation of case work from the Bona Vacantia unclaimed estates list
  • Share in the duties of answering the telephone for incoming calls
  • Keep up-to-date with news and developments in the sector, advising colleagues where necessary
  • Greet and process visitors to the office
  • Assist the managing director, deputy and the case management team, with revising key documents
  • Manage a workstream
  • Trace potential beneficiaries in accordance with intestacy law in England and Wales
  • Ensure all electronic documents are stored on OneDrive
  • Person specification

    Essential skills and experience

  • Confident with Microsoft Office applications
  • Able to trace individuals as part of a family unit
  • Able to prioritise and plan own workload
  • Strong attention to detail
  • Methodical when recording corporate data
  • Comfortable in a changing dynamic (growth), while ensuring continuity of current activities
  • Possess flexible and structured approach to deliver numerous and various tasks per day
  • Ability to plan ahead and build in contingencies
  • Possess problem-solving skills coupled with the ability to understand complex information and assess requirements
  • Ability to work well under pressure
  • Ability to work independently within a team
  • Able to consistently produce verbal and written summary reports and communicate well with team members
  • Desirable skills and experience

  • Significant experience of tracing individuals both forwards and back in history
  • Experience in managing staff
  • Experience in producing management reports for director level
  • Applicants should, via the email address provided, send CV and covering letter detailing experience in the field and skills they would bring to the role.

    Job Type: Full-time


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