Associate, Share Plans Advisory

Link Group; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global financial services company in London is seeking an Associate in Share Plans Advisory to provide expert advice to clients and support the onboarding of new clients. The role requires demonstrable knowledge of share plans and exceptional communication skills. You'll work closely with clients, handling inquiries and planning events, all within a hybrid work model. This position offers significant professional development opportunities and comprehensive benefits.

Benefits

26 days annual leave plus additional days

Health, wellbeing and lifestyle rewards

Employee recognition programme

Medical insurance

Life Assurance

Paid parental leave

Qualifications

• Demonstrable Share Plans knowledge and experience.
• Exceptional verbal and written communication skills.
• Attention to detail and accuracy in everything you do.
• Ability to build and maintain relationships.
• Strong PC skills, particularly in Microsoft Excel and Word.
• Self-motivation, time management, and ability to manage multiple tasks.

Responsibilities

• Plan client event projects and communicate parameters.
• Handle inquiries from clients and advisors.
• Support Executives by attending client meetings.
• Draft and oversee shareholder invitations.
• Maintain management information records and support client feedback surveys.

Skills

Share Plans knowledge

Verbal communication

Written communication

Attention to detail

Relationship building

Microsoft Excel

Microsoft Word

Time management

Customer service

Interpersonal skills

Negotiation skills

Problem-solving

Job description

Associate, Share Plans Advisory Job Description

Overview

The Associate, Share Plans Advisory , will provide expert day-to-day advice to clients, supporting the Executives in connection with the full portfolio of share plans events and the on-boarding of new clients. You will help to build and maintain relationships with clients and their advisers andmunicate the desires of the clients to the operational teams, ensuring an understanding of the clients' challenges and goals. The role holder will support the expansion and implementation of new initiatives and services to meet the future needs of MUFG Pension & Market Services and its clients.

The role is based from our stunning office on Lime Street in London on a hybrid basis , so you'll need to be within amutable distance to ensure you can be in the office with your colleagues each week.

You'll get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services. You'll be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career and we'll provide the support you need to do just that.

Benefits

26 days annual leave, plus a wellbeing day, a volunteer day, bank holidays and the opportunity to buy up to 5 days' extra each year

Health, wellbeing and lifestyle rewards that can be tailored to support you and your family. Everything from : Employee Assistance Programme; Discounts on retail and socialising; Travel and technology; cycle2work scheme; A host of gym and fitness subscriptions; Car Salary Sacrifice scheme

Appreciate programme : Employee recognition programme

Medical insurance

Life Assurance

Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave

What you need

• Demonstrable Share Plans knowledge and experience so you can join and hit the ground running - you can learn our share plans systems
• Exceptional verbal and writtenmunication skills, with the ability to actively listen
• Attention to detail and accuracy in everything you do
• The ability to build and maintain relationships with a variety of internal and external stakeholders and clients
• Strong PC skills, particularly an excellent working knowledge of Microsoft Excel and Microsoft Word
• Self-motivation! This is an absolute must, along with exceptional time management and the ability to keep several plates spinning at one time
• A strong customer service ethic, with a passion for supporting colleagues and clients
• A pro-active, highly self-motivated personality, be a fast learner and have the drive and desire to succeed in your role
• Great interpersonal skills, with the ability to work well as part of a team or on your own initiative
• The ability to explainplex information in simple terms, amending your delivery style depending on the individual you are liaising with
• Excellent negotiation skills, with the ability to solve problems and handleplaints
• Strong problem solving skills, with the ability to handleplaints if they arise

It would be nice to have

• Experience in Share Registration or another Financial Services sector

Day to Day, you will

• Plan client event projects for Share Plans Advisory andmunicate event parameters to key business areas
• Handle enquiries from clients, advisors and other business contacts
• Support Executives within the team by attending client and advisor project meetings, in addition to participating in project conference calls
• Draft and oversee the preparation and mailing of shareholder invitations or result documents
• Ensure management information records are maintained and support client feedback surveys
• Support colleagues in day-to-day duties, helping to develop and maintain strategic relationships and implement new initiatives
• Draft agreements with clients and initiate the proofing and printing of documents
• Identify bank accounts to be opened and oversee the issue of client invoices
• Review and providements on a variety of documents
• Work with data and set up core systems and portals to facilitate the administration, handling and employee experience for share plan events

The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

About Us

MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets - safely, securely and responsibly.

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class oues and experiences.

A member of MUFG, a global financial group, we help manage regulatoryplexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our peoplebined with scalable technology, digital connectivity and data insights.

About the Team

Our MUFG Corporate Markets division provides clients with aprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and printmunications. We also offerpany secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.

Our teamsbine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.

MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client oues, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities / disabilities, religious or political belief, marital or family status or carers responsibilities.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required toplete background screening prior tomencement of employment. Job ID 300001973690265