Plans Specialist - Purchases
Core
Manage the end-to-end share purchase lifecycle for upgraded clients, including enrolment, contribution management, and share purchases across global markets.
Role type
Senior operational specialist (employee share plans)
Builds
Streamlined, compliant operational processes for employee share plan purchases
Domain
Financial services / Employee share plans
Required skills
Share plan operations, high-volume transaction processing, regulatory compliance (FCA CASS), process improvement, stakeholder communication, complex query resolution
Preferred skills
Project management for process overhaul, financial services background
Technologies
EquatePlus
Responsibilities
Process eligibility, enrolment, and contribution files; collect and manage contribution funds adhering to FCA CASS rules; execute share purchases on agreed dates; develop operational documentation; provide expert advice on share purchase activity; update clients and stakeholders on status; resolve complex customer queries.
Seniority
Mid-level, hands-on IC
