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Manager / Assistant Manager – Share Plan Team


Join Team JTC where your contribution will be valued.

To work as part of the team that currently manages the trusteeship of approximately 150 share trusts, typically operated in conjunction with a range of employee share plans and related nominee arrangements, for a predominately UK corporate client base (both private and listed).

The Manager will be the principal contact for a portfolio of employee share trusts and responsible for maintaining positive client and intermediary relationships. The Manager will also assist with team business development initiatives.

Main Responsibilities and Duties
  • Manage the day to day activity of a portfolio of employee shares trusts, in conjunction with share trust team colleagues and various internal administration and support teams.
  • Liaise with clients, their advisors and third parties.
  • Dealing with the acquisition of trust shares and the subsequent distribution of shares on the vesting of plan awards, including the sale and transfer of shares.
  • Attendance at trustee meetings, review of associated documentation and drafting of subsequent minutes, instructions, etc.
  • Manage the onboarding of new clients and the establishment of their employee share trusts, in accordance with applicable JTC policies and procedures.
  • Conduct client reviews, refresh KYC held and clear any identified action points.
  • Participate in team business development initiatives, to include: attending industry events, meeting with potential referrers of new business opportunities and preparing and proposals.
  • Develop an ability to inspire and motivate the team and the wider Group to sustain the Group’s unique stakeholder culture and adherence to the core competencies
  • Develop self, and ensure knowledge in relevant field at all times.
  • Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation;
  • Adhere to the JTC core values and expected behaviours
  • Any other duties as deemed necessary or defined by Management and/or Group Board
Essential Requirements
  • Experience of managing a portfolio of employee share trusts.
  • Experience of participating in employee share trust business development initiatives and activities, or a willingness to do so.
  • Prepared to travel to meet with clients, their advisors and to attend industry events.
  • Able to work as part of a team and with a range of both internal and external parties.
  • Good organisational skills and ability to delegate.
  • Hold or studying for a relevant professional qualification, or prepared to consider doing so (e.g. Corporate Governance Institute Certificate in Employee Share Plans)

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

JTC’s culture places a strong focus on the development of its employees. We value our employees’ commitment to their career and encourage and support you if you wish to pursue a professional qualification as well as providing ongoing learning and development opportunities through our Academy and Gateway programmes. Our vision for the future is driven by an entrepreneurial and innovative spirit.

If you would like to join team JTC, where everyone is dedicated to continuously delivering a service beyond our clients’ expectations, please apply on line (applications will only be accepted if made through the online portal).