Plans Specialist - Awards and Vesting
JOB DESCRIPTION
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
As a Plan Specialist, you'll showcase your organisation skills, attention to detail and client focus to directly shape the success of global employee share plans. You'll manage key vesting and maturity events, support clients through complex processes and help deliver a best in class operational experience. This role suits someone who enjoys working with data, engaging with clients and managing timelines, while gaining exposure to complex financial activity and developing valuable operational expertise within a supportive and collaborative team.
If you're proactive, eager to learn, and excited by the idea of building a long-term career in financial services, we'll give you the tools, knowledge and opportunities to grow.
A role you will love
You'll take ownership of the day to day delivery of vesting and maturity events for a portfolio of EquatePlus clients. The role combines event management, client interaction and data analysis, requiring clear communication and strong organisational skills. You'll work closely with the Operations Manager and Head of Vesting to support efficient processes, maintain oversight of timelines and ensure all activities run smoothly across multiple client events. You'll build technical knowledge of vesting rules and products while contributing to continuous improvement and operational governance.
Key responsibilities:
- Deliver timely and accurate processing of Vest and Maturity events, including Default Sales, Leaver Vests and Performance Adjustments
- Own client timelines and event delivery, proactively identifying risks and providing clear updates via Jira
- Validate and prepare datasets using Excel, ensuring accurate reconciliation and event readiness
- Support system configuration and testing, and issue client communications in line with requirements
- Contribute to process improvements and documentation to maintain strong operational control
- Build subject matter expertise in vesting processes and resolve complex customer or system queries
What will you bring to the role?
You'll bring strong attention to detail, a proactive and accountable mindset and the ability to manage a varied workload. Comfortable working with data and engaging with clients, you'll learn quickly and adapt well within a dynamic environment, with a genuine interest in developing your career in financial services and willingness to develop technical knowledge.
Key skills and attributes:
- Strong Excel capability (pivot tables, VLOOKUP) and confidence working with large datasets
- Excellent organisational and time management skills
- Clear written, verbal and client facing communication
- Proactive problem solver with strong ownership and accountability
- Positive, collaborative team player who adapts well to change
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
We're unable to offer UK visa sponsorship for this role, so we're looking for candidates who have the legal right to work in the United Kingdom.
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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 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 culture
We'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 computershare.com/access 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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion