Plan Specialist - SAYE Events

Plan Specialist role based in Bristol with hybrid work options

Key responsibilities include managing SAYE events and collaborating with internal teams

Role requires strong organisational and problem-solving skills

Opportunities for career growth and participation in flexible rewards and wellbeing programmes

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

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 want to provide 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.

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