Assistant Case Manager

Our client, Family Wise, is a rapidly growing probate research and genealogy firm based in Calne, Wiltshire. We're a close-knit team who thrive on open communication, working at pace and transparency.

This role involves detailed research, logical problem-solving, and helping families navigate complex estate matters.

If you love following processes, working with data, and getting stuck into meaningful research that makes a real difference, this could be the role for you. We value precision, independence, and people who can think laterally when the research gets tricky.

Salary: £26,000 - £28,000 depending on experience

Working Hours:

Full-time - 10am-6pm or 9am-5pm (depending on business needs)

Location:

19 High Street, Calne, Wiltshire SN11 0BS
(office-based)

• Managing the daily allocation of case work and coordinating work across the research team
• Conducting high quality genealogical and probate research, recording findings in precise case notes
• Tracing individuals as part of family units, working both forwards and backwards through history
• Liaising with beneficiaries, solicitors, and organisations in a sensitive, timely and straightforward manner
• Supporting estate administration processes and identifying necessary steps to progress cases
• Preparing letters and documentation, and effectively managing incoming and outgoing communications
• Using our CRM system to maintain accurate records and case status updates
• Managing incoming notes from sub-contractors and issuing quarterly updates
• Greeting visitors, answering the phone and helping present a positive face for the business

• Strong ability to trace individuals and build family trees
• Excellent attention to detail and methodical approach to recording data
• Confidence with Microsoft Office, Google Drive, and similar digital tools
• Ability to prioritise and manage your own workload across multiple deadlines
• Comfortable working both independently and as part of a team
• Problem-solving skills and the ability to think laterally when research hits a wall
• Ability to follow logical processes while staying adaptable when needed
• Comfortable in a customer-facing environment, dealing with sensitive situations
• Ability to produce accurate work under pressure
• Ability to work in a loud open office and fast-paced environment
• Ability to multi-task and manage changing prioritises

• Significant experience tracing individuals through historical records
• Experience managing staff or producing management reports
• Previous experience in a public-facing role

This role offers genuine progression opportunities within a growing firm. The case management team work closely with a team of researchers and our operational teams.

We're committed to being an inclusive employer and actively encourage applications from neurodivergent candidates and people from all backgrounds. We know that traditional job specs can feel overwhelming,

so if you've got the core skills but don't tick every box, please still apply.

We're happy to discuss reasonable adjustments throughout the recruitment process and in the role itself. If you need anything to help you apply or interview at your best, just let us know.

Please apply with your CV and a cover letter.