Trainee Case Manager

GET STAFFED ONLINE RECRUITMENT LIMITED; Bristol; On-site; GBP 25,000; Full time

Job summary

A recruitment agency is seeking a Trainee Case Manager in Bristol. The role involves managing caseloads, interacting with clients, and providing support throughout case processes. Ideal candidates will possess a degree in a research-oriented field and demonstrate strong attention to detail. The agency offers a competitive salary, generous holiday, and a supportive working environment with opportunities for growth.

Benefits

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

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

Qualifications

• Qualifications are desirable but not essential.
• Excellent attention to detail skills.

Responsibilities

• 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 their clients and business partners.

Skills

Attention to detail

Education

Degree level qualification in a research driven subject such as History or Law

Job description

Trainee Case Manager

Salary: £25,000 per annum

Start Date: Flexible

Close Date: 15th August 2025

Location: Office-based / Central Bristol

About Our Client

Our client is one of the leading experts in specialised people tracing and asset repatriation services worldwide and their expertise and reputation for quality has been developed over almost 60 years.

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

Our Client’s Purpose

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

Their 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 their clients and business partners.

What They’re Looking For

Qualifications are desirable but not essential. They 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 They Can Offer You

They believe in rewarding great work. For this role they 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 Our Client?

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

Hiring Process – What to Expect

Our client likes to keep things clear and straightforward. Here’s what you can expect:

• Application review – They review applications on a rolling basis and will contact you when shortlisted.
• Initial chat – A short call with Charlotte their HR & Talent Advisor, to get to know you better. There will be some element of competency here, but they aim for it to be more conversational (30mins).
• Interview – This is your competency-based interview with Emma their Client Service Team Manager (up to 60mins).
• Final Stage – Meet more of the team and ask any final questions.
• Feedback – They will contact you following your interview, typically within 1 week.
• Support – They want everyone to feel comfortable and confident throughout their 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 them know. They’re happy to have a conversation about how they can best support you.

Ready to Apply?

If our client sounds like the kind of place where you’d thrive, they’d love to hear from you.

Equality, Diversity & Inclusion

Our client is committed to creating a workplace where everyone feels welcome, respected, and able to thrive. They believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience - nothing else.

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

By applying for this role, you’re sharing your information with our client. They take your privacy seriously.