Share Plan Administrator
4 weeks ago
Role Summary
We are seeking a Share Plan Client Administrator to join our Discretionary Plans operational team. As a key member of our Employee Share Plan Services team, you will be responsible for the delivery of our Discretionary Plan Service.
Within this role, you will lead the successful operational planning and delivery of key tasks, while developing specialist knowledge of share plans and liaising with our corporate clients.
Core duties and responsibilities:
- Planning and delivery of discretionary plan tasks for a portfolio of corporate clients
- Liaison with Client Relationship Team to ensure client requirements are understood
- Attending client meetings to support task planning and service reviews
- Configuration of discretionary plan system parameters and web services to facilitate tasks
- Preparation of schedules and files relating to task deliverables
- Working closely with the wider Discretionary Plans team, including Dealing & Settlements and Admin Support, and Reporting
- Identification and resolution of client and employee queries
- Maintaining data integrity and reconciliation of all records relating to the service
- Supporting business readiness activities for new clients set ups
Skills, Attributes and Behaviour:
- Enthusiasm and willingness to learn
- Ability to work independently or as part of a team
- Good communication skills
- Able to demonstrate a good understanding of what great customer service is
- Fantastic attention to detail
- Good working knowledge of Microsoft Office especially Excel
- Ability to work well under pressure and remain focused on delivering excellent service
What We Offer
- Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
- 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.
- 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.
- Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
- Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
- Time Off – Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
- Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
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