Senior Plan Specialist - Global Custody

Responsibilities include operational coordination and stakeholder engagement

Qualifications:

experience in Global Custody or similar environments required

Rewards include flexible work and company share schemes

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

We give you a world of potential

We're looking for a Senior Plan Specialist to join our Global Custody team in Bristol, UK.
This is an exciting opportunity to join a well-established team at a time of significant change across global financial markets. As settlement practices evolve globally, you'll play an important role in helping the team adapt, improve processes and continue delivering a high-quality service.

Working in a specialist area of the business, you'll gain exposure to global markets, client interactions and operational change initiatives whilst building your technical expertise and leadership capabilities. You'll be joining a collaborative team where teamwork is paramount, and where you'll be encouraged to contribute ideas, support colleagues and help shape future ways of working.

This is a varied and rewarding role where no two days are the same, offering the opportunity to become a key contributor within the Plans business area that is central to the successful movement of assets across global markets.

A role you will love

As a Senior Plan Specialist, you'll play a key role in the day-to-day success of our Global Custody team, supporting operational delivery while acting as a senior point of contact for colleagues, stakeholders and clients.

Working within a highly regulated environment, you'll help ensure the accurate and timely movement of assets across global markets while maintaining strong controls and delivering excellent service. You'll also support managers with team coordination and help drive continuous improvement across operational processes.

This is an exciting time to join the team, with significant industry and market changes on the horizon that will impact how Global Custody operations are delivered. You'll have the opportunity to become involved in these developments, contribute to change initiatives and help influence future ways of working.

Key responsibilities include:

• Supporting the coordination of daily operational activities across the team
• Acting as a senior escalation point for complex queries and investigations
• Providing guidance, support and knowledge sharing to colleagues
• Participating in client meetings and building strong stakeholder relationships
• Supporting managers with workload planning and team organisation
• Identifying opportunities to improve processes and operational efficiency
• Contributing to change initiatives and industry developments impacting Global Custody operations

This role offers excellent exposure to operational leadership, technical activities and business change, making it an ideal opportunity for someone looking to further develop their career within a specialist financial services environment.

What will you bring to the role?

We're looking for a confident and organised individual who thrives in a collaborative environment and is comfortable operating in a structured, regulated and deadline-driven setting. You'll be someone who takes ownership, contributes ideas, supports colleagues and remains focused on delivering high-quality outcomes, even when managing competing priorities.

You'll bring:

• Experience with in Global Custody, Employee Share Plans, Asset Servicing or a similar operational environment
• Strong organisational and planning skills
• Excellent communication skills and the ability to build…