Careers
Join the Estate Research team
Careers
Join the Estate Research team
Careers
Join the Estate Research team
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.
Current Vacancies
Vacancies
The Opportunity
Due to continued growth, we are looking for a Client Relationship Manager to join our expanding Private Client team. This is an ideal role for a graduate with a few years’ sales or account management experience who is ready to step into a more strategic, client-facing position.
You will manage a portfolio of legal firm clients, developing long-term relationships, growing existing accounts and converting warm marketing leads into new business. Acting as the main point of contact, you will ensure clients understand our services and see Estate Research as a trusted extension of their team.
What You’ll Be Doing
- Managing relationships with existing clients
- Identifying opportunities to grow existing accounts by understanding client caseloads and offering tailored solutions
- Identifying new accounts and then working within a set process to contact them to generate new business.
- Working proactively with marketing-generated leads to develop new business and revenue streams
- Ensuring clients fully understand our services, their benefits and how to integrate them into their daily work
- Arranging and attending client meetings across England and Wales, presenting to teams of Private Client solicitors
- Accurately recording client interactions, leads and revenue using internal systems
- Consistently meeting or exceeding KPIs relating to meetings, account growth and new sales
- Reporting into the Head of Private Client, contributing to wider business development strategy
- Collaborating closely within our sales team to contribute to and deliver the company strategies.
- Staying informed on industry trends and changes within the UK Private Client legal sector
About You
You’ll be professional, confident and commercially minded, with a genuine interest in relationship-led sales.
You’ll ideally have:
- A professional and confidential communication style, comfortable engaging with decision-makers
- Strong verbal and written communication skills, with excellent attention to detail
- A proactive approach to business development and account growth
- An understanding of estate administration and intestacy under UK law (or a strong willingness to learn)
- A high level of organisation and self-motivation
- A full UK driving licence and willingness to travel for client meetings
The Opportunity
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
- Answer 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
The Opportunity
This Researcher role is ideal for individuals seeking a rewarding career in genealogy and probate research. Whether you already have some experience or are looking to build on your academic background, full training and ongoing support will be provided.
You will play a key role in investigating family histories, locating beneficiaries, and supporting Case Managers, with a clear progression pathway towards managing your own caseload in the future.
What You’ll Be Doing
- Conducting detailed genealogy research in line with client instructions using authorised databases, archives, and record centres
- Researching family trees using both online resources and manual records, including visits to archives to access original documents
- Interviewing family members and relevant individuals to gather and verify family history information
- Ordering and reviewing birth, death, marriage, and other relevant certificates to support research findings
- Updating solicitors, public sector contacts, and beneficiaries where required
- Supporting ancillary research services, including:
- Probate searches
- Will searches
- Divorce searches
- Assisting Case Managers with compiling professional reports, including:
- Hand-drawn and digital family trees
- Family history reports
- Cover letters and mailing lists
- Preparing supporting documentation and agreements
- Maintaining accurate and up-to-date records within internal case management systems
- Handling correspondence via phone, email, and letter in a timely and professional manner
- Collecting certificates from the General Register Office and other institutions
- Supporting general administrative duties and ad hoc tasks as required
About You
You will ideally have:
- A degree (or equivalent)
- 2–3 years’ experience in a professional office environment (preferred but not essential)
- A highly organised, detail-oriented approach
- Excellent verbal and written communication skills, including a strong telephone manner
- The ability to manage a high workload and meet tight deadlines
- A proactive and self-motivated attitude
- Strong teamwork skills
- Basic knowledge of Microsoft Office systems
- A reliable attendance and punctuality record
- An understanding of estate administration and intestacy under UK law (or a willingness to learn)
- A full UK driving licence and willingness to travel for research, meetings, and document collection
The Opportunity
We are seeking a highly organised and detail-oriented Public Sector Team Administrator to support our Public Sector Department. This role is key to ensuring Case Managers can operate efficiently by providing high-quality administrative and operational support.
This is an excellent opportunity for someone who thrives in a structured environment, enjoys working with detailed information, and is looking to develop within a professional services setting.
What You’ll Be Doing
Operational & Administrative Duties
- Adhering to all departmental procedures and internal processes at all times
- Managing workload effectively, prioritising tasks in line with departmental deadlines and case requirements
- Providing comprehensive administrative support to Case Managers, ensuring accuracy and compliance
- Travelling to archives in Manchester to obtain records where required
- Supporting reception with incoming calls when needed
- Assisting with general administrative tasks, including daily post and use of the franking machine
Report Production & Case Documentation
- Producing correspondence and documentation for Case Managers to review and approve
- Creating digital reports by:
- Translating family trees and supporting documents (birth, marriage, death certificates) into internal systems
- Ensuring all information is accurate, complete, and presented in a clear, interactive format
- Maintaining and updating the in-house case management system, notifying Case Managers of progress
- Compiling interim and final reports, including:
- Hand-drawn and computerised family trees
- Covering letters
- Mailing lists
- Copies of supporting certificates and agreements
- Producing accurate reports for Solicitors and Local Authorities in line with prescribed formats and procedures
Certificate Ordering & Ancillary Services
- Ordering certificates from the General Register Office (GRO) and local register offices
- Updating systems and Case Managers on progress of certificate orders
- Supporting ancillary services, including:
- Probate searches
- Divorce searches
- Will searches
- Managing associated tasks such as payments, tracking progress, and recording updates
- Completing DWP search requests, including payment processing and tracking outcomes
Communication & Case Progression
- Providing timely and professional updates to Solicitors, Councils, and Beneficiaries on behalf of Case Managers
- Responding promptly to correspondence via phone, email, and letter
- Accurately recording findings and updating family trees where required
- Ensuring all case updates are logged correctly within the case management system
About You
You will ideally have:
- Education to A Level standard (or equivalent)
- A highly organised approach with strong attention to detail
- Excellent communication skills, including a professional telephone manner
- Competency in Microsoft Office systems
- The ability to manage high workloads and meet tight deadlines
- A reliable attendance and punctuality record
- A proactive and flexible attitude
- Strong teamwork skills with the ability to support multiple stakeholders
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.
