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Head of Operational Estate Administration and Probates
2 months ago
We are seeking a highly skilled and experienced professional to lead our Estate Administration and Probates team. As the Head of Operational Estate Administration and Probates, you will be responsible for defining and delivering the business, financial, operational, and service objectives of the team.
Key Responsibilities- Client Relationship Management: Act as the key client contact, providing operational relationship management via regular governance meetings, 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 experienced Estate Managers, 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.
- Team Capacity: Oversee the Estate Administration Service from start to end, conducting initial case assessment, coordinating case workload, and managing the team's capacity levels.
- Team Development: Ensure that staff are appropriately trained, deployed, and motivated, actively coaching and developing all direct reports.
- Change Management: Successfully lead the delivery of regulatory and client-led change, ensuring that requirements are understood and defined, and suitable solutions are presented and agreed with stakeholders.
- Qualifications: STEP TEP (Trust and Estate Practitioner) qualification is a must.
- Experience: Proven experience in administering complex and high-value estates.
- Skills: 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.
- Attributes: Strong interpersonal and leadership skills, ability to prioritize and delegate, and ability to collaborate with all levels of an organization.
- Pension Plan: Equiniti matches your pension contributions up to 10%.
- Long Term Incentive Plan: 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.
- 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.
- Time Off: Typically 28 days holiday + bank holidays. 2 volunteer days.
