Probate Estates Manager

Flexible location- either Birmingham or Exeter

Equiniti 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 Function

The 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 Summary

The 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 experience
• Engage with direct reports and colleagues to ensure the business strategy, plans and policy is clearly understood
• Manage, support and coach to ensure Performance objectives are achieved
• Efficiency of Productivity to ensure SLA, KPI requirements are achieved
• Understand requirements of external suppliers and governance
• Recruit, coach and develop individuals in order to maximise their potential
• Managing change where business opportunities arise
• Risk aware to mitigate operational, financial and reputational risks

Skills, Capabilities and Attributes

• Specialist Estate Knowledge - Relevant Legal or STEP qualifications and advantage
• Takes the lead to deliver exceptional customer service
• Acts with integrity, empathy and high personal standards in dealing with others
• Maintains the Organisations reputation for high standards of business conduct
• Good time management and organisational skills
• Strong interpersonal skills
• Embraces challenges and responds quickly and positively to change
• Analytical skills
• Highly motivated
• Strong communication skills

What 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