BS1
Full Time
Permanent
£18,000 - £21,000 Per Annum
Trainee / Graduate Opportunity - Shares and Assets Case Manager
Location: Bristol
Salary: £18,000 - £21,000
We are looking for a driven and pro-active individual to join us as a Trainee Case Manager within our specialist Assets and Shares Team (AVT). 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
A Case Manager within the AVT (Asset Valuation and Transfer) team is 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.
In addition, a Consultant 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.
The Case Manager will also act as a role model within the wider team and identify and support on training requirements that relate to their area of expertise.
Skills, Experience and Personal Requirements
Key Skills
Experience:
We are willing to accept applications from Trainee / Graduate candidates with no experience. This is an excellent opportunity to start your career.
Desirable:
Staff Benefits
BS1
Full Time
Permanent
£18,000 - £21,000 Per Annum