Overview

Equiniti is a leading provider of technology and solutions for complex and regulated administration and payments. Our technology platforms are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services. We have 1,700 clients, make £160 billion worth of payments through our systems every year, hold records for 70 million shareholders, look after pension schemes for 8 million pension scheme members, and provide services which touch 28 million customers. Over a third of the UK population has dealt with Equiniti at some point during their lives.

Equiniti is a company that has been built with strong values at the very core of our offering. Dealing with some of the most successful companies and government agencies in the UK, excellence, integrity, professionalism, partnership, commercial and innovation are therefore at the heart of everything we do. 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 an estate 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.

Job application form

    Role Summary

    The role is that of support within the Estate Administration process, where we administer the terms of a deceased’s Will or Intestacy. This involves banking, clerical, post and other duties to assist the Estate Case officers. Training and coaching will be given to progress and develop Estate Administration skills and knowledge. This is an opportunity to work within this area of Law.

    Core Duties/Responsibilities

    The successful candidate will be responsible for the following:

    Banking administration including payments

    Post, triage, filing

    Data input and Case set up

    Some Estate Administration tasks (with training)

    Completion of HMRC forms (with training)

    Skills, Capabilities and Attributes

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

    A strong team player and quick learner

    Good knowledge of Microsoft and IT skills

    Positive and enthusiastic

    Attention to detail

    Good time management and organized

    #LI-RD1

    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.

    Equiniti

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