You will be responsible for a portfolio of clients where you will deliver a variety of trustee executive, secretarial and project and consulting services depending on requirements. You will be expected to take an entrepreneurial approach to creating and converting new business opportunities.
In this exciting new role you will be responsible for the effective management of trustee business across a portfolio of clients.
Some of the areas of responsibility include:
• Excellent organisation of trustee, committee and other meetings.
• Proactive communication and monitoring of legal and compliance requirements.
• Monitor and influence the service delivery of the trustees’ advisers and ensure value for money.
You will demonstrate proactive leadership in the provision of the services leading to clients’ confidence and trust in the team whilst developing new ideas for services and markets.
Part of your role will include active participation in new business pitches and company events as and when required. You will be expected to share knowledge and experience with more junior team members to help with their personal development and to benefit the wider team.
An adaptable attitude and the ability to take initiative on working with new clients and on new projects will be essential.
To be considered you must have excellent knowledge of the technical aspects of the role covering DB, DC and hybrid schemes alongside outstanding organisational and project management skills.
For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me.