Plan Specialist

Plan Specialist

Location:

Bristol, UK (Hybrid) – 12‑month Fixed‑Term Contract

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

Focusing solely on delivery to clients upgraded to Equate Plus, this role will involve working closely 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 provides you potential to excel in the global administration of employee share plans. Deliver operational excellence through structured, compliant, and timely execution.

Contribute to the development of scalable, client‑focused purchase processes. Become a trusted subject matter expert in the end‑to‑end share purchase lifecycle.

Reporting into either an Operations Manager or the Head of Purchases this role involves working on the successful delivery of all activities relating to the purchase lifecycle within an employee share plan. This includes the process of enrolment into a plan, management of plan contributions and the ultimate purchase of shares on behalf of employee plan participants across the world.

• Structured planning, execution and monitoring of tasks and timely completion of all processes assigned to you in line with agreed SLAs.
• 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 agreed 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 Equate Plus, identifying ongoing opportunities for process improvement and ensuring we maintain strict operational discipline.
  • Develop detailed documentation with respect to all purchase related processes and in doing so ensure continued operational control and governance over these processes.
  • Gain and maintain strong technical knowledge of all aspects of share purchase activity and provide expert advice and knowledge to the wider business and client base.
  • Provide regular status updates to clients, senior management and other stakeholders with respect to purchase activity.
  • Solve a wide variety of complex customer queries and system demands, providing exceptionally high standards of customer service as the subject matter expert in all aspects of the share purchase lifecycle.

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.

• A minimum of two years’ experience in the financial services industry, with one year’s experience working in a share plans or financial compensation environment preferable.
• Experience in the handling of significant transactional volume in an operational context, preferably in a complex regulatory environment.
• Evidence of working on or closely with a project designed to radically overhaul processes and operational delivery.
• 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 and customer base.
• Strong personal and operational organisational skills, able to manage multiple complex activities running in parallel.

• 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…