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For Companies At a Glance
- Tasks: Manage client portfolios and ensure top-notch service delivery.
- Company: Join a leading pensions recruitment agency with a focus on innovation.
- Benefits: Enjoy hybrid working options and competitive salary up to £60k.
- Why this job: Be part of a dynamic team that values creativity and client support.
- Qualifications: Must have trustee and governance experience; client management skills are essential.
- Other info: Opportunities for growth and new business activities await you!
The predicted salary is between 43200 - 84000 £ per year.
We are seeking Trustee Client Managers working on a hybrid basis based in Reading, London, Leeds or Birmingham.
The manager is responsible for assisting to manage a portfolio of clients on behalf of the firm and to assist with the development of the firm. To ensure that all that we do supports our business objectives of delivering the highest possible service. To be innovative and entrepreneurial. To look for and create opportunities to provide more support to our clients and new services. To ensure that the right things are done at the right time in the right way for each of your clients.
- Running a scheme diary for each client where one isn’t reliably being run by another party.
- Ensuring that processes and output are compliant with law.
- To push those more senior to delegate work while being willing to delegate to those more junior.
- To be mindful of the fees that we charge your clients to ensure we provide good value to them and they are profitable clients for us.
- To look for other ways that we can help our clients and improve what we do in their eyes.
- To look for other fee generating opportunities with your clients and to seek help to convert those opportunities if needed.
- To be aware of the need for and to participate in the process of new ideas for services and markets.
- To support the growth of the business by proactively supporting our new business activities.
What we’re looking for:
- Professional trustee firm or governance consulting role background or Admin/consulting background having done some trustee secretarial work as part of your job.
- DC work as well as DB, so previous exposure to both is desirable.
- Experienced Client Manager.
In order to apply for this position candidates MUST have TRUSTEE AND GOVERNANCE EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.
If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search.
Profile Search and Selection are a specialist Pensions recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies.
Trustee and Governance Client Managers Hybrid working to 60k employer: Profile Search & Selection Ltd
Contact Detail:
Profile Search & Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trustee and Governance Client Managers Hybrid working to 60k
✨Tip Number 1
Network with professionals in the trustee and governance sector. Attend industry events or webinars to connect with potential colleagues and employers. This can help you gain insights into the role and may lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest regulations and best practices in trustee management. Being knowledgeable about compliance and governance will demonstrate your commitment to the role and make you a more attractive candidate.
✨Tip Number 3
Showcase your client management skills by preparing examples of how you've successfully managed client relationships in the past. Be ready to discuss specific situations where you added value or improved client satisfaction.
✨Tip Number 4
Research StudySmarter and understand our business objectives and values. Tailor your approach to align with our goals, demonstrating how you can contribute to our success and support our clients effectively.
We think you need these skills to ace Trustee and Governance Client Managers Hybrid working to 60k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trustee and governance roles. Emphasise any relevant client management experience and specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm’s objectives. Mention how your background in trustee secretarial work and client management makes you a perfect fit for the position.
Highlight Relevant Experience: In your application, clearly outline your experience with both Defined Contribution (DC) and Defined Benefit (DB) schemes. Provide examples of how you've successfully managed client portfolios and contributed to business growth.
Showcase Innovation and Initiative: Demonstrate your entrepreneurial spirit by including examples of how you've created new opportunities or improved services for clients in your previous roles. This will show that you align with the firm's goal of being innovative.
How to prepare for a job interview at Profile Search & Selection Ltd
✨Showcase Your Trustee Experience
Make sure to highlight your previous experience in trustee and governance roles. Be prepared to discuss specific examples of how you've managed client portfolios and ensured compliance with legal requirements.
✨Demonstrate Client Management Skills
Emphasise your ability to manage client relationships effectively. Share instances where you've successfully identified opportunities for additional services or improved client satisfaction.
✨Be Innovative and Entrepreneurial
The role requires a proactive approach to finding new ways to support clients. Come prepared with ideas on how you could contribute to the firm's growth and enhance service delivery.
✨Understand the Business Objectives
Familiarise yourself with the firm's goals and values. During the interview, align your answers to demonstrate how your skills and experiences can help achieve these objectives while providing value to clients.
