Plans Specialist – Purchases

Job title: Plans Specialist – Purchases

Company: Computershare


Job description: Job Category: Client ManagementJob Description:Plans Specialist Purchases37.5 hours per week, hybrid – BristolExternal: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 some of your working week.We Give You a World of PotentialThis is an exceptional opportunity to become a pivotal part of our dynamic employee share plan program! Reporting to the SAYE Processing Operations Manager, you’ll play a crucial role in the successful delivery of nearly all activities within the SAYE lifecycle, from reconciliation and processing contributions on EquatePlus to managing plan closures and overseeing the global SAYE exercise and allocation process for employee plan participants worldwide.Beyond these vital processing activities, you’ll collaborate closely with the Head of Purchases and Operations Manager – SAYE Processing to innovate and implement streamlined, efficient processes for all SAYE-related activities across our diverse client portfolio.A Role You Will LoveYou’ll be instrumental in shaping the future of our SAYE operations. You’ll assist the Operations Manager in building, implementing, and maintaining robust operational processes on EquatePlus, constantly identifying opportunities for process improvement. We’re looking for someone who can ensure strict operational discipline and minimal deviation as this critical functional area continues to expand.You’ll become a true subject matter expert, gaining and maintaining deep technical knowledge of all aspects of SAYE activity. This expertise will enable you to provide invaluable advice and guidance to both the wider business and our client base. You’ll be responsible for the structured planning, execution, and monitoring of tasks, ensuring the timely completion of all processes assigned to you, consistently meeting our agreed Service Level Agreements (SLAs).Some of your key responsibilities will include:

• Prompt and accurate processing of demographic, leaver, and contribution files.
• Meticulous collection and management of contribution funds, upholding strict adherence to the FCA’s CASS rules.
• Timely execution of data uploads, aligning precisely with corporate client contribution dates on a weekly or monthly basis.
• Seamless execution of SAYE exercises and sales, in line with agreed client timings.
• Where appropriate, developing comprehensive documentation for all SAYE-related processes, ensuring continuous operational control and robust governance.
• Providing regular, clear status updates to clients, senior management, and other stakeholders regarding SAYE activity.
• Resolving a wide variety of complex customer queries and system demands, consistently delivering exceptionally high standards of customer service as the go-to expert in the entire SAYE lifecycle.

What Will You Bring to the Role?We’re looking for a highly motivated individual with:

• A flair for efficiency: Prior experience in improving and streamlining processes for enhanced efficiency is a distinct advantage.
• Financial Services Savvy: Experience in financial services is desirable, with a strong preference for those with prior experience in share plans or financial compensation.
• A Passion for People: You’re genuinely dedicated to delivering outstanding customer service to a large and diverse global client base.
• Resilience in a Rapid Environment: You thrive and excel when handling significant transaction volumes within complex regulatory frameworks.
• Exceptional Organization: You possess superb organizational skills, enabling you to effortlessly manage multiple tasks simultaneously.
• Crystal-Clear Communication: You have strong written and verbal communication skills, capable of effectively conveying complex ideas to a wide range of audiences.

Rewards designed for youFlexible work to help you find the best balance between work and lifestyle.Health and wellbeing rewards that can be tailored to support you and your family.Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future.And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visitAbout Us:A company to be proud ofWe’re a global leader in financial administration with over 12,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.Fairness and cultureWe’re dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit for further information.About the Team:We’re a leading provider of employee share plans. We partner with many of the world’s biggest brands to offer their employees the chance to invest in the future of their company and help them to manage these investments day to day. With over 35 years of experience and expertise, we’re an industry leader. Every member of our team plays an important role in bringing to life employee share plans, providing innovative solutions and assisting our clients with their complex regulatory requirements.

Expected salary:

Location: Bristol Area

Job date: Sat, 26 Jul 2025 22:28:08 GMT

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