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Trustee Executive

2 months ago


St Albans, Hertfordshire, United Kingdom ZEDRA Group Full time

About the Role:

The ZEDRA Group is seeking a highly skilled Trustee Executive to join our team. As a Trustee Executive, you will play a critical role in supporting and managing our clients, often working alongside a Senior Trustee Executive. Your primary responsibility will be to act as a client manager or support to the client manager, overseeing aspects of service delivery and associated commercial considerations.

Key Responsibilities:

  • Manage client relationships and deliver exceptional service to our clients.
  • Develop and implement strategies to generate profit within ZEDRA and manage margins on fixed-fee clients.
  • Collaborate with the Senior Trustee Executive to ensure seamless service delivery and commercial success.
  • Develop and maintain technical pensions knowledge through on-the-job training and external seminars and conferences.
  • Provide guidance and support to other team members to help them develop their skills and expertise.

Requirements:

  • More than 5 years of technical pensions knowledge and experience.
  • Associate or working towards Associateship of the Pensions Management Institute or equivalent professional body.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong prioritization and time management skills, with the ability to work under pressure and meet deadlines.
  • Self-motivated and focused on exceeding targets and goals.

About ZEDRA:

ZEDRA is a leading provider of corporate and private wealth services. We are committed to delivering exceptional service to our clients and providing a supportive and inclusive work environment for our employees.