Case Manager (Shares and Assets)

At Title Research we provide an expert service to our business partners in the legal sector, through the sale and transfer of shares and assets both UK wide and internationally. 

We are looking for a driven and pro-active individual to join us as a Case Manager within our specialist Assets and Shares Team. This is an extremely exciting time in the business’s growth, and we are looking for candidates with a can-do attitude, that are ready to grow with us. 

The role combines a mixture of technical knowledge in dealing with the valuation and transfer of both domestic and overseas shares and assets, as well as building and nurturing both client and third-party relationships. Through these growing relationships, you will also be given the opportunity for business development which will enable you to access a reward scheme in addition to salary.

Whilst professional experience is of high importance to us as a business in finding the right candidates, it is of equal importance that they are a suitable fit for the culture we offer as a business. We uphold four core values and behaviours: Pro-activity, Professionalism, Pride and Politeness. The right candidates will uphold these values in all aspects of their work whilst inspiring their colleagues to do the same

Job Purpose:

• Responsible for managing a case load of approximately 50 to 60 files and building relationships within the Solicitor Channel.
• To carry out full reviews of your files and will conduct the majority of technical work, delegating some tasks to overseas agents and Trainee Case Managers.
• Utilise an excellent understanding of probate support methodologies and processes required in order to manage a large and varied case load.
• You will be responsible for supporting our clients with outsourced estate administration solutions specific to assets held in an estate both domestically and overseas, including valuation, verification, transfer and disposal.
• Technical work will be carried out independently in-house or managed via partners where we act as an intermediary to offer a client solution.
• The Case Manager is responsible for winning new work through application of technical knowledge to maximise opportunities received both into the business organically and those derived from relationship management.

Skills, Experience and Personal Requirements

Key Skills:

• Exceptional organisational and time management skills
• Excellent communication and relationship building skills including team working
• Resilient when dealing with difficult third parties and / or customers
• Keen attention to detail
• Self-motivated and proactive at all times
• A tenacious and pro-active approach to exceeding targets
• Evident passion for service delivery and putting the customer first
• Ability to manage multiple tasks of varying complexity
• Commercial awareness

Experience

Essential:

• 1 years’ experience within a similar role and managing a high case load
• Demonstratable experience of managing challenging and complex business partner and / or customer relationships

Desirable:

• Experience in dealing with overseas assets or shares, ideally obtained in a professional environment

Staff Benefits:

• 25 days Holiday Entitlement (Increasing annually to 30)
• Buy or Sell up to 5 days holiday per year 
• Health Cash Plan – Cash back for Dental, optical and other treatments
• PERKS – Employee discounts across a range of high street products.
• Income protection insurance
• Life assurance policy
• Company pension (Matched contribution up to 5%) 
• 12 weeks Enhanced Parental leave policy
• Cycle to work scheme
• Employee Assistance Programme
• Free Office Fruit
• Premium “Bean to Cup” coffee machine

Please note – we are happy to consider hybrid working applications to allow for some remote working.