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Plan specialist - purchases

Bristol (City of Bristol)
Computershare UK
€47,500 a year
Posted: 22h ago
Offer description

Overview

Location: Bristol, UK (Hybrid). In this position, you’ll be based in the Bristol office for a minimum of three days a week, with the flexibility to work from home for part of your week. Find out more about our flexible work culture at computershare.com/flex.

We focus on delivery to clients upgraded to EquatePlus. This role involves working with the Head of Purchases and Operations Manager – Purchases to create streamlined and efficient processes for all purchase-related activity for upgraded clients. The role supports the global administration of employee share plans and aims to deliver operational excellence through structured, compliant, and timely execution.


Responsibilities

* Responsible for the structured planning, execution and monitoring of tasks and timely completion of all processes assigned in line with agreed SLAs, including but not limited to:
* Timely processing of files relating to eligibility, enrolment and contributions activity.
* Prompt collection and management of contribution-related funds, maintaining strict adherence to the FCA’s CASS rules.
* Timely execution of a purchase in line with the agreed purchase date with corporate clients on a monthly, quarterly or yearly basis.
* Assist the Operations Manager in building, implementing and maintaining streamlined operational processes for all plan purchase activity on the EquatePlus system, identifying opportunities for process improvement and ensuring operational discipline as the functional area grows.
* Develop detailed documentation for all purchase-related processes to ensure continued operational control and governance.
* Gain and maintain strong technical knowledge of all aspects of share purchase activity and provide expert advice to the wider business and client base.
* Provide regular status updates to clients, senior management and other stakeholders regarding purchase activity.
* Resolve a wide variety of complex customer queries and system demands, delivering exceptionally high standards of customer service as the subject matter expert in all aspects of the share purchase lifecycle.


What will you bring to the role?

You will bring proven experience in financial services and a strong grasp of share plan operations. Your ability to manage high-volume transactions ensures precision in complex environments. With a passion for client delivery, you champion excellence across every touchpoint.


Required qualifications and skills

* A minimum of two years’ experience in the financial services industry, with one year experience working in a share plans or financial compensation environment preferred.
* Experience handling significant transactional volume in an operational context, preferably in a complex regulatory environment.
* Evidence of working on or closely with a project designed to overhaul processes and operational delivery is an advantage.
* Strong written and verbal communication skills, able to convey and articulate ideas to a wide variety of audiences.
* Passionate about customer delivery with evidence of championing and maintaining strong delivery to a large client base.
* Strong personal and operational organizational skills, able to manage multiple complex activities in parallel.


Rewards and benefits

* Flexible work to help you find the best balance between work and lifestyle.
* Health and wellbeing rewards tailored to support you and your family.
* Invest in our business by setting aside salary to purchase shares, with a company contribution as well.
* Extra rewards including recognition awards and team get-togethers, and opportunities to invest in your future.
* And more. Our welcoming and close-knit community includes experienced colleagues to help you grow. Visit computershare.com/careershub to learn more about rewards and life at Computershare.


About Us

A company to be proud of. We’re a global leader in financial administration with over 11,000 employees across more than 22 countries. Computershare’s open and inclusive culture supports growth, progression and opportunity.


Fairness and culture

We’re dedicated to providing you with the opportunity to succeed on your own merits, from application through your career with us. We aim to create an environment where everyone feels valued and where equal opportunities are available for all. For support with accommodations or adjustments during our recruitment process, please visit computershare.com/access for more information.

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