Estate Manager

**Estate Manager**

**Exeter or Birmingham Location**

**Skills - Probate, Estates admin**

**Excellent Opportunity, Competitive salary**

**Opportunity to explore and learn**

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

**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 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 requiredin 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 corefunction 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

**EQ 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:

- 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.
- 4 x 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.