Senior Associate Trustee in Belfast

3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds.

The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada) one of the UK’s largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members and Mantle, which reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.

Dalriada Together is part of Dalriada Trustees Limited (Dalriada) a leading independent trustee. Within the Together model we work closely with our colleagues within the Together team. The Team consists of Trustees, administrators, client managers and actuaries.

About Us

Ongoing Trusteeship is a significant area for growth in our Business. This role provides an exciting opportunity for an individual with pensions experience to provide significant support to this growth by taking a key role in the provision of trustee services to Dalriada clients. This is a key role in the Dalriada team and will report to the Dalriada Ongoing Trusteeship management structure.

About You

We are seeking a highly organised and proactive pension professional to support the effective governance of the pension schemes for which we are Trustee.

The successful candidate will work closely with trustees, client managers, advisers, and administrators to ensure that all scheme governance, reporting, and decision-making processes are managed to the highest standard.

Responsibilities & Criteria

• Work collaboratively with the client manager to coordinate all pension scheme governance activities and ensure internal reporting requirements are maintained and up to date.
• Manage scheme business plan tasks and actions, ensuring timely progress and compliance with statutory deadlines.
• Plan and coordinate Trustee meetings, including preparation of agendas and meeting packs.
• Draft accurate minutes and agreed actions from Trustee meetings within agreed timeframes.
• Monitor outstanding meeting actions and facilitate their completion in a timely manner.
• Prepare and review pension scheme budgets, ensuring expenditure remains within approved limits and that invoices are reviewed and settled in accordance with agreed terms.
• Respond promptly and effectively to member queries
• Review and collate information relating to member discretions to support Trustee decision-making.
• Build and maintain strong relationships with key stakeholders, including advisers and sponsors

Essential Skills and Experience

• Proven experience within pension scheme governance, administration, or trustee support.
• A minimum of five year experience within a similar role.
• Excellent organisational and communication skills, with attention to detail and accuracy.
• Strong understanding of DB pension scheme operations and governance requirements.
• Confidence in managing multiple priorities and working to strict deadlines.
• Degree-qualified, or with a relevant professional certification.

Why Join Us

Our primary aim is to provide interesting, worthwhile and healthy careers for all our people; we believe that this emphasis sets us apart from our competitors.

Our ethos is an individual and collective commitment achieved through carefully balancing responsibility with freedom and flexibility, all of which is underpinned by a willingness to work interdependently. When we get this balance right, it is how we do our best work.

We look after our staff first and foremost, but for a commercial purpose, which is to deliver great service profitably. By focusing on our goal, we provide the best outcomes for pension scheme members, trustees, and employers.

We offer a range of Competitive Benefits

• Flexible Working (Onsite, Hybrid, Remote)
• Income Protection and Life Assurance.
• Annual Health Screening
• Car Leasing Scheme
• Cycle to Work Scheme
• Annual Season Ticket loans
• Charity Payroll Giving

Circumstances

• Location: Belfast, London, Manchester or Glasgow.
• 12 months fixed term contract
• Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required.
• Our Company is committed to work life balance and our flexi-working policy and opportunity for remote working enables individuals to maintain that balance.
• All roles are subject to a six-month probationary period and all prospective employees are required to complete an Access NI check.
• As part of the pre-hire process the successful candidate will be subject to reference checking security vetting.
• 3173 is an Equal Opportunity Employer.

Applying with a disability or long-term health condition?

As part of our belief that we benefit from the differences among us, we are committed to increasing the representation of disabled colleagues and want to remove any barriers or challenges that get in the way of candidates with a disability or long-term health condition from applying to work with us. As part of this commitment, we guarantee to automatically interview anyone with a disability who meets the minimum criteria.

If there is support or an adjustment that we can provide to enable you to be at your best during the recruitment and selection process, we encourage you to advise us in good time so that we may make suitable arrangements. We understand that being open with us may feel uncomfortable so please only share with us the information that you are comfortable to share, and rest assured that we will use this only to provide you with the right support.

Any information you give us will be treated completely confidentially. To discuss this further please call 028 9041 2000 and ask to speak to a member of the People team.