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Plan Specialist - SAYE Events

Computershare
Bristol, GBR
Full-time
Mid
Hybrid
Discovered 3 weeks ago
Microsoft ExcelJiraEquatePlus

Full Job Posting

Location: Bristol (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 some of your working week. Find out more about our flexible work culture at computershare.com/flex.

We give you a world of potential

Are you someone who enjoys solving problems, building strong client relationships and taking ownership of complex processes from start to finish?

We're looking for a Plan Specialist to join our growing Sharesave team, specialising in SAYE Events. This is an exciting opportunity to become a key expert in a newly established area of the business, working closely with clients, Account Managers and internal teams to deliver successful Sharesave events throughout the plan lifecycle.

Joining at an exciting stage of growth, you'll have the opportunity to shape how the role develops, build your expertise and make a real impact within the team. If you're motivated by responsibility, enjoy working independently and want a role where you can make a name for yourself, we'd love to hear from you.

A role you will love

As a Plan Specialist - SAYE Events, you will be responsible for managing and delivering a variety of Sharesave (SAYE) plan events for our clients. You'll oversee the planning, system setup, coordination and execution of events, ensuring activities are completed accurately, on time and to the highest standards.

Working as the subject matter expert for SAYE events, you'll support clients through complex processes, resolve queries, identify solutions and provide guidance throughout the event lifecycle. You'll collaborate closely with Relationship Managers, Account Managers and wider operational teams to ensure a seamless client experience.

No two days are the same. One day you may be configuring and testing client events, while the next you could be troubleshooting a complex client query, supporting a client meeting or identifying ways to improve operational processes.

This role offers a unique blend of operational delivery, client engagement and process improvement, making it ideal for someone who enjoys both technical and relationship-focused work.

Some of your key responsibilities will include:

Managing the planning, setup and delivery of SAYE events from start to finish

Building and maintaining strong relationships with clients and internal stakeholders

Acting as a subject matter expert for SAYE event processing and administration

Supporting client discussions and meetings by providing technical and operational expertise

Investigating and resolving complex client queries and operational challenges

Identifying opportunities to improve processes and enhance service delivery

Creating and maintaining process documentation and quality controls

Working collaboratively with colleagues across the Sharesave and Plans Operations teams to deliver successful client outcomes

What will you bring to the role?

We're looking for someone who is organised, proactive and confident working independently. You'll be comfortable managing multiple priorities, taking ownership of your workload and making informed decisions while keeping the bigger picture in mind.

You'll bring:

Strong organisational and time management skills

Excellent attention to detail and a commitment to accuracy

Effective problem-solving and analytical skills

The ability to manage competing priorities and meet deadlines

Strong interpersonal and communication skills

Confidence working with clients, Account Managers and cross-functional teams

Experience within share plans, financial services or a similar operational environment

Knowledge of SAYE plans and EquatePlus would be highly advantageous

Experience using Microsoft Excel and Jira would be beneficial

Most importantly, you'll be someone who enjoys taking responsibility, building expertise and contributing to the continued success and growth of the team.

Rewards designed for you

Flexible 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, visit computershare.com/careershub

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