Trainee Case Manager

Trainee Case Manager

Salary: £25,000 per annum

Start Date: Flexible

Close Date: 15th August 2025

Location: Office-based / Central Bristol

About Us

Title Research are one of the leading experts in specialised people tracing and asset repatriation services worldwide and our expertise and reputation for quality has been developed over almost 60 years.

We work for a diverse range of clients including professional services firms, financial institutions, and public bodies, from all sectors.

Our Purpose

Specialising in probate genealogy and the administration of international assets, we take instruction from our professional clients to assist them with administering estates, ensuring that they can confidently distribute inheritance to beneficiaries.

Our focus is on best practice, risk mitigation, and maximising estate values for beneficiaries.

What You ll Be Doing:

• Manage own caseload, completing all client updates in accordance with Company standards and undertaking all technical tasks required on own files.
• Initial calls to business partners to establish a communication plan.
• Undertake technical tasks as delegated by the Team Manager, ensuring that detailed and accurate records are made in accordance with Company standards and procedures.
• Produce reports as appropriate for each case where applicable.
• Managing the budget and disbursements on each case.
• Undertaking additional enquiry, administrative and case support work, as required.
• Follow all Company procedures and update relevant databases and other records as set out by the Company.
• Provide guidance and support to our clients and business partners.

What We re Looking For

Qualifications are desirable but not essential. We are looking for individuals with some of the following experience:

• A degree level qualification in a research driven subject such as History or Law.
• Excellent attention to detail skills.

The Type of Person You ll Be:

• Possess an academic and investigative mindset.
• Be a proactive, solutions-focused individual.
• Have the ability to work independently and as part of a collaborative team.
• Have a passion for making a difference in people s lives.

What We Can Offer You

We believe in rewarding great work. For this role we offer the following benefits:

• (Up to) £25,000 per annum
• 25 days plus bank holidays, increasing annually to 30
• Health Cash Plan Cash back for Dental, optical, and other treatments
• Employee discounts across a range of products and services
• Variety of salary sacrifice benefits such as tech vouchers, dental & holiday buy
• Company pension scheme matching up to 5%
• Income protection insurance
• Life assurance policy
• Enhanced family leave (upon completion of probation)
• Cycle to work scheme
• Employee Assistance Programme

Why Join Us

• A supportive, people-first culture.
• Opportunities for growth and development.
• A chance to make a real impact during life s most challenging times.
• Hybrid and flexible working options to suit your needs.

Where You ll Be Working:

• Our office based at Spectrum House, Bond Street, Bristol, BS1 3LG (Hybrid working is offered after passing probation).

Hiring Process What to Expect

We like to keep things clear and straightforward. Here s what you can expect:

• Application review We review applications on a rolling basis and will contact you when shortlisted.
• Initial chat A short call with Charlotte our HR & Talent Advisor, to get to know you better. There will be some element of competency here, but we aim for it to be more conversational (30mins).
• Interview This is your competency-based interview with Emma our Client Service Team Manager (up to 60mins).
• Final Stage Meet more of the team and ask any final questions.
• Feedback We will contact you following your interview, typically within 1 week.
• Support We want everyone to feel comfortable and confident throughout our hiring process. If you have a medical condition or need any adjustments, whether that s for an interview or any part of the process, please let us know. We re happy to have a conversation about how we can best support you.

Ready to Apply

If Title Research sounds like the kind of place where you d thrive, we d love to hear from you. For any queries you may have before applying, please contact the recruitment team.

Equality, Diversity & Inclusion

At Title Research, we re committed to creating a workplace where everyone feels welcome, respected, and able to thrive. We believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience - nothing else.

We re proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything we do.

By applying for this role, you re sharing your information with Title Research. We take your privacy seriously. To understand how we handle your data, please read our Privacy Policy, available on our website.