Share Plan Services Coordinator

3 days ago


Worthing, West Sussex, United Kingdom Equiniti Full time

Job Title: Discretionary Plans Administrator

At Equiniti, we're looking for a skilled Share Plan Services Coordinator to join our Discretionary Plans operational team. This role offers the chance to develop valuable business skills and specialist knowledge of share plans, alongside broader share market knowledge.

Key Responsibilities:

  1. Monitoring, progression, and checking of daily work for our Executive and Discretionary clients
  2. Liaison with internal and external stakeholders on a daily basis
  3. System processing
  4. Resolution of participants' enquiries
  5. Supporting business readiness activities for new clients set-ups
  6. Maintaining data integrity and reconciliation of all records relating to the service
  7. Provide technical support and guidance to colleagues

Skills and experience;

  1. Enthusiasm and willingness to learn
  2. Ability to work independently or as part of a team
  3. Good communication skills
  4. Able to demonstrate a good understanding of what great customer service is
  5. Fantastic attention to detail
  6. Knowledge of Employee Shareplan
  7. Good working knowledge of Microsoft Office, specifically Excel
  8. Ability to work well under pressure and remain focused on delivering excellent service

As a Share Plan Services Coordinator, you'll be part of a large Share Plans Operations team, working on different elements of our services. This role offers fantastic opportunities to develop your knowledge and progress within our wider team.

What We Offer:

  1. Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
  2. All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
  3. Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
  4. Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
  5. Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
  6. Time Off – Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.


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