Senior Probate Case Officer

1 day ago


Exeter, United Kingdom Equiniti Full time

EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 Million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, deliveredwith less of an impact on the environment.

EQ's vision is to be the leading global share registrar, offering complementary services to its client base. We employ c.5000 people in the UK, India, Poland and the US.

**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 anestate of a deceased person.

We currently have 10 teams across offices in Exeter and Birmingham with around 41 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 is that of a Senior Case Officer, a dedicated contact within an Estate, to administer around 35 deceased cases under the terms of the Will or Intestacy, in all aspects, including building relationships with beneficiaries, under the supervision ofan Estates Manager.

**Core Duties/Responsibilities**
- The administration of around 35 deceased cases
- Dealing with associated inheritance, income and capital gains tax
- Manage some complex estate aspects
- Complying with business objectives, client service level standards, process and procedures and managing risk
- Administration and some Banking processes (with support)

**Skills, Capabilities and Attributes**
- Estate Administration experience essential
- A strong team player and quick learner
- Excellent verbal and written communication skills
- Positive, enthusiastic and supportive of others
- Excellent attention to detail
- Microsoft Office skills
- Highly organised and consistent high level performer
- STEP or ILEX qualifications (would be an advantage) or a commitment to undertake these qualifications

**Benefits**

Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer and what makes us a unique employer:

- 28 days + 8 bank holidays. Option to buy more days through salary sacrifice.
- A cash payment annually towards flexible benefits, e.g., dental insurance, gym membership, the above extra holiday etc.
- x4 Life Assurance.
- Company sick pay (2 months full pay, 2 months half, following probation).
- Matched pension scheme (e.g., you pay in 6%, EQ pay in 6%), up to 10% each side (20% in total).
- Discounts with major retailers (EQ Wins).
- Maternity or adoption leave of 3 months full pay, with return-to-work bonus / 2 weeks paid paternity leave.



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