My client is one of the UK's largest professional trustee and pension governance firms, and only operate in these areas so they can remain independent in the service they provide. They are looking to hire a number of Trustee Directors, due to a period of growth and retirement. Their foundation is built on sharing our unparalleled knowledge bank, providing robust support to meet the diverse needs of their clients. Their success lies in the strength of the team and the unique expertise everyone brings to the table. They support each other, valuing diversity in the broadest sense. They lead change in the industry, getting the right things done. They enjoy the journey together, growing their people and business.
Purpose
The Trustee Director will lead independent trustee, governance and secretarial, and executive services to clients, including acting as and/or supporting all types of trustee boards (including chair, co trustee and sole trustee) in large scheme and complex situations.
Key responsibilities
• Responsible for leading all aspects of service delivery on clients, including large and complex schemes
• Demonstrate a high level of engagement and commitment to delivering a professional service to clients at all times
• To significantly contribute to revenue targets by winning new business
Client responsibilities
• Analyse client situations, identify needs and propose appropriate solutions to meet client needs
• Ability to manage challenging and complex client issues or situations with confidence
• Take ownership to ensure that client problems are resolved satisfactorily
• Review and deliver work to clients, including work prepared by advisers, providing constructure criticism
• Leading project work, such as adviser, de-risking projects and governance reviews
• Overall responsibilities for actions of scheme compliance
• Act proactively and in consultation with colleagues
• Ability to make informed decisions and challenge expert advice where appropriate
Relationship management
• Actively work with clients to develop strong client relationships and all parties involved with the services (e.g. trustees, employer, advisers)
Communication
• Actively leads/contributes at meetings, aiding decision-making and effective running of the schemes
• Ability to articulate and interact with clients, as a trusted expert
Team working
• Good team player, working well with others, collaborative, self motivated
• Utilises wider teams strengths
• Ensuring work is delegated and delivered by appropriate team members, to maximise profitability and aid training
Innovation and vision
• Leading on RFPs, including formulating and writing proposals, preparing and delivering pitches and subsequent client negotiations.
• Raise profile of yourself and my client in the market place by identifying and create new business opportunities through:
o networking of advisers and key business introducers
o direct contact with employers and trustees by attending industry events
o presentations at seminars and conferences
o active involvement in national and local groups, e.g. PLSA, PMI, TACT
o contributions to articles in trade press, and my clients website
• Develop new ideas for my client services and markets
Approach
• Enthusiastic, inclusive, positive and flexible approach to work
• Achieve a good standard of ethical behaviour i.e. do the right thing at all times
• Contribute and encourage others to engage in a positive Equity, Diversity and Inclusion (ED&I) culture
Key Requirements
• Substantial experience working in a pensions business, and demonstrate a in depth understanding of pensions benefits and terminology
• Full understanding of trustee and governance services
• Working knowledge of general pensions legislation, regulation and compliance environment
• Strategic thinker
• Ability to distil complex issues into concise and clear advice
• Self-starter, demonstrates initiative, able to motivate others and understands needs and expectations of stakeholders
• Excellent written and oral communication skills
• Find new angles to innovate our offerings
• Be confident and creative, with the ability to influence at a senior level
• Have a strong sense of client care and professionalism
The candidate should be able to demonstrate the following skills and attributes:
• Willing to undertake new challenges
• Driven to succeed and proactive
• Honest, with high level of personal integrity
• Excellent attention to detail
• Preferably Associate or Fellow Member of the Pensions Management Institute (APMI/FPMI), Qualified Actuary, or relevant legal or
other qualifications such as CFA, ACA etc.
