This role can be based out of our Exeter or Birmingham offices.

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.

Role Summary

The role of the Head of Operational Estates administration & Probates is to be responsible for defining and delivering the business, financial, operational and service objectives, managing a team of specialists to ensure performance indicators are achieved within process, regulatory and approved benchmarks and growth opportunities secured.

The primary focus is to deliver Estates Administration Services to corporate clients in line with industry standards, regulatory rules and individual client requirements. You will manage a team that specialise in handling complex and high-value estates, ensuring that the right resource and skill set are assigned to each process or task to provide the right result. As part of this you will be expected to focus on planning, budget management & resource management to see BAU processes, projects and ad-hoc tasks through. This role is heavily focussed on problem solving and finding creative solutions to a range of challenges ranging from people management to the highly specialised and technical Estates process.

Core Duties/Responsibilities

• Client relationship management: To act as the key client contact, providing operational relationship management via monthly governance, through the provision of expert knowledge to influence operational outcomes and ensuring service levels are in place and adhered to.
• Business Risk: Ensure the operation remains compliant with all best practice standards and reporting requirements, together with all relevant regulatory and statutory requirements.
• Team engagement: Within a legal and administrative support team of c45 staff, lead a team of 9 experienced Estate Managers across two locations, creating a culture of highly engaged colleagues.
• Team Performance: Manage data collection for the updating of metrics to achieve productivity targets, reduce cost per unit, eliminate errors, and deliver excellent customer service. Defining operational performance KPIs and ensures on going efficiencies on productivity to SLA, KPI requirements are achieved.
• Team Capacity: Responsible in overseeing the Estate Administration Service from start to end. Conduct initial case assessment, coordinating case workload to optimise case allocation and assignment within the team. Managing the team's capacity levels and provide supply vs demand reporting.
• Team Development: Ensure that staff are appropriately trained, deployed and motivated so that their performance meets the current and future needs of the business, actively coaching and developing all direct reports.
• Change Management: To successfully lead the delivery of regulatory and client led change, ensuring that requirements are understood and defined, appropriate operational assessment undertaken, suitable solutions and proposition presented and agreed with stakeholders and change management strategies and planning applied to ensure successful execution and adoption.

Skills, Capabilities and Attributes

• STEP TEP (Trust and Estate practitioner) qualification is a must.
• Comprehensive understanding and ability in the area of Wills and Probate.
• Detailed knowledge of inheritance tax rules, accounting, and procedures, as well as Income and Capital Gains Tax compliance in estate administration.
• Proven experience in administering complex and high-value estates.
• Client service focused.
• Good time management and organisational skills
• Strong interpersonal and leadership skills
• Embraces challenges and responds quickly and positively to change.
• Strong analytical skills with ability to identify root cause(s) and continuous improvement initiatives.
• Risk management experience and data protection knowledge and focus on controls.
• Proven ability to prioritize and delegate.
• Ability to collaborate with all levels of an organization including senior leadership.
• Expert operational understanding and experience in customer service/client support servicing initiatives and strategies

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

Winning together - Equiniti ICON award vouchers;

Learning & Development - Investment in LinkedIn Learning for all colleagues.

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