Management Level
H
Job Description
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.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
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Processing of illustrations, applications, policy alterations and general enquiries from Customers and Advisers, analysing and vetting the information provided to ensure it complies with legislation, internal policies & procedures, identifying outstanding requirements, obtaining and applying funds and liaising with Advisers.
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Liaise with Customers & Advisers through various channels to ensure we are providing regular and accurate timely updates.
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To identify task and correspondence type’s setting up the appropriate action to ensure we complete the task within its allocated timeframe, including General Practitioner reports, chasing ceding schemes and managing tax treatment of our customer within our RTI system.
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Identifying & escalating any risks to the customer or the business to your line manager with possible solutions to mitigate these risks/issues, including health & safety.
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Providing direct or overflow support to the Frontline Team across a range of queries and products as required by the business.
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Provide support to Advisers who have produced an illustration via an online portal or who wish us to undertake a Telephone Interview with the customer to obtain medical data to support the provision of a best rate bespoke illustration
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Understand our product offering in the context of the industry as a whole and talk confidently to our customers, whilst differentiating between regulatory and system constraints.
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Undertaking quality checking & sampling and be able to give constructive feedback to your peers as required.
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Developing and maintaining current knowledge of the functionality, operation and application of internal systems sufficient to efficiently and effectively complete work assignments.
What We Offer
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Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
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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.
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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.
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Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
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Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
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Time Off – Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
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Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
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.
Top Skills
What We Do
Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow.
Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.
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