Client Director

Work location
:
Hybrid - Remote and office based:
Manchester, Birmingham, London or Reading

Vidett are the pension trusteeship and governance experts and proud to be one of the UK's largest professional trustee and pension governance firms.

Our foundation is built on sharing our unparalleled knowledge bank, providing robust support to meet the diverse needs of our clients. Our success lies in the strength of our team and the unique expertise everyone brings to the table. We support each other, valuing diversity in the broadest sense. We lead change in the industry, getting the right things done. We enjoy the journey together, growing our people and our business.

We deliver on our promises.

By joining us at Vidett, your professional journey is not just a career but a shared commitment to excellence, diversity, collaboration and the pursuit of unparalleled expertise in trustee and governance services. Together, we’ll shape the future of our industry.

As a Client Director, you will lead independent trustee, governance, secretarial and executive services to our 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.

At a high level this role requires innovation, creating new business opportunities together with ensuring first class client service and contributing to income growth through billing correctly.

• 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
• To take an active role in Vidett’s service lines, considering strategy to delivering Vidett’s objectives

• 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
• Agree clear fee structures with clients and undertake regular review of fees
• Understand the commercial environment in which Vidett operates and focus should be paid to ensuring that all work is billed up to date and work carried out profitably and correctly
• Ability to make informed decisions and challenge expert advice where appropriate

• Actively work with clients to develop strong client relationships and all parties involved with the services (e.g. trustees, employer, advisers)

• 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
• 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

• Leading on RFPs, including formulating and writing proposals, preparing and delivering pitches and subsequent client negotiations
• Raise profile of self and Vidett in the market place by identifying and create new business opportunities through:
• networking of advisers and key business introducers
• direct contact with employers and trustees by attending industry events
• presentations at seminars and conferences
• active involvement in national and local groups, e.g. PLSA, PMI, TACT
• contributions to articles in trade press, and the Vidett website
• Develop new ideas for Vidett services and markets

• 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…