Senior Probate Case Officer

2 weeks ago

Exeter, Devon, United Kingdom Equiniti Full time

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 is that of a Senior Probate 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 of an Estates Manager.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

  • The administration of around 35 deceased cases
  • Handling day to day case tasks and queries and progressing the cases with all aspects of Estate administration from initial enquiries, applying for the Grant of Probate, to finalisation of the Estate and accounting to the beneficiaries for their entitlement
  • Dealing with associated inheritance, income and capital gains tax
  • Manage some complex estate aspects
  • Building and maintaining relationships with the beneficiaries through regular contact by post, e-mail and telephone calls
  • 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

The successful candidate will demonstrate the following experience, skills and behaviours:

  • 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

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 to get involved with a charity of your choosing.

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

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