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Head of Operational Estate Administration

2 months ago

Birmingham, Birmingham, United Kingdom Equiniti Full time
Job Summary

The Head of Operational Estate Administration will be responsible for defining and delivering business, financial, operational, and service objectives. This role will manage a team of specialists to ensure performance indicators are achieved within process, regulatory, and approved benchmarks and growth opportunities secured.

Key Responsibilities
  • Client Relationship Management: 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: 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 ongoing efficiencies on productivity to SLA, KPI requirements are achieved.
  • Team Capacity: Responsible for overseeing the Estate Administration Service from start to end. Conduct initial case assessment, coordinating case workload to optimize 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.
Requirements
  • 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 organizational skills.
  • Strong interpersonal and leadership skills.
  • Embraces challenges and responds quickly and positively to change.
  • Strong analytical skills with the 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: counseling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhanced 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.