Probate Estates Manager

This policy covers all of Equiniti.com including Selector, Pensions Client Portal and the Equiniti Privacy CentreFlexible location- either Birmingham or ExeterEquiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.Business FunctionThe Estates Administration Service is a highly successful business unit within Equiniti with substantial opportunity for growth. With expertise and specialist knowledge, it provides a comprehensive, personal and professional service in all aspects of an estate of a deceased person.We currently have 10 teams across offices in Exeter and Birmingham with around 50 colleagues administering the terms of a Will or rules of Intestacy, including obtaining the Grant and to include taxation and other legislative aspects. Role SummaryThe role of the Estates Manager will encompass both the technical aspects of Bereavement Estate Administration as well as possessing the qualities of a good leader or people.The role requires Estate Administration experience, demonstration of leadership, people management skills, and exhibiting the Group values and performance management capabilities. Providing outstanding service to beneficiaries as well as supporting the team to reach their fullest potential where customer service is delivered is required in the role.Managing a team of around 4 people and a case load of around 60/70 cases with associated risk and providing a comprehensive personal and professional service in the administration and execution of all aspects of an estate of a deceased person is the core function of the role. In addition, being an active member of the Management team and supporting the office, promoting new initiatives and any required changes are key.Core
Duties/Responsibilities Ensure all colleagues understand and are committed to consistently delivering the best customer experienceEngage with direct reports and colleagues to ensure the business strategy, plans and policy is clearly understoodManage, support and coach to ensure Performance objectives are achievedEfficiency of Productivity to ensure SLA, KPI requirements are achievedUnderstand requirements of external suppliers and governanceRecruit, coach and develop individuals in order to maximise their potentialManaging change where business opportunities ariseRisk aware to mitigate operational, financial and reputational risksSkills, Capabilities and AttributesSpecialist Estate Knowledge – Relevant Legal or STEP qualifications and advantageTakes the lead to deliver exceptional customer serviceActs with integrity, empathy and high personal standards in dealing with othersMaintains the Organisations reputation for high standards of business conductGood time management and organisational skillsStrong interpersonal skillsEmbraces challenges and responds quickly and positively to changeAnalytical skillsHighly motivatedWhat We Offer Save For Your Future
- Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
All Employee Long Term Incentive Plan (LTIP)
– Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
Health and Wellbeing
– Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
Employee discounts
– Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
Flexible Benefits
– The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
Time Off
– Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
Winning together
– Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.
Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.
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