At a Glance
- Tasks: Join our Trainee Development Programme and support high-quality client service in the pensions industry.
- Company: Dalriada Trustees Limited, a leading professional trustee firm in the UK.
- Benefits: Flexible working options, health cash plan, and support for professional qualifications.
- Why this job: Kickstart your career with structured training and real impact in a collaborative environment.
- Qualifications: Higher Education qualification or A-Level with strong communication and organisational skills.
- Other info: Opportunities for growth and development across multiple UK locations.
The predicted salary is between 28000 - 42000 ÂŁ per year.
Our Trainee Development Programme offers a structured and supportive pathway to build a long‑term career in the pensions industry with Dalriada Trustees Limited (Dalriada). We have opportunities available in London, Belfast, Manchester and Glasgow. This programme is open to graduates, as well as individuals in the early stages of their careers who have gained relevant work experience and are looking to progress in the pensions sector.
Dalriada is one of the UK’s largest professional trustee firms, delivering independent trusteeship, governance, administration and pension scheme management services across schemes ranging from £1 million to over £20 billion in assets. Our approach is collaborative, people‑centred and grounded in integrity. Whether through sole trusteeship, our Dalriada Together model, or pensions management services, we focus on practical, high‑quality outcomes that genuinely make a difference. At Dalriada, you will join a team that values inclusion, fresh thinking and professional growth. With national scale and strong technical capability, we offer trainees an environment where they can contribute, learn and thrive.
We provide a structured training plan designed to develop your technical knowledge and broader professional competencies. You will gain experience across a variety of pensions‑related work and have the opportunity to undertake relevant professional qualifications, with study time provided. Working alongside experienced colleagues across our UK offices, you will support clients from diverse sectors while learning core pensions principles, project delivery and relationship‑management skills. As your experience grows, you will take on increased responsibility for technical work and client support.
About You
- Support the delivery of proactive, high‑quality client service.
- Apply critical thinking and creativity to develop solutions tailored to client needs.
- Communicate clearly and professionally with clients and colleagues through written and verbal channels.
- Assist in Trustee meeting preparation, including drafting agendas, collating meeting packs and progressing toward producing increasingly technical minutes.
- Act as a point of contact for client queries, developing confidence in providing clear and accurate information.
- Contribute to financial management activities, including time recording, budget monitoring and billing.
- Work with senior and specialist colleagues to build technical pensions across our services.
Responsibilities & Criteria
- Higher Education qualification or A‑Level or equivalent: grades B or above.
- At least 5 GCSEs at Grade 6 or above including Maths and English.
- Excellent verbal and written communication skills.
- Strong organisational skills with the ability to manage multiple tasks and deadlines.
- A proactive approach with the ability to use initiative and take ownership of work.
- Good IT skills, including competence in Microsoft Word and Excel, and confidence in learning new systems (training and support provided).
- A demonstrable interest in pensions, financial services or professional services.
- Ability to work at your preferred office location a minimum of two days per week.
- Willingness and ability to travel occasionally to client meetings and other Dalriada offices across the UK, with reasonable adjustments available where required.
- Higher education qualification (or working towards one); and/or relevant experience, internship or placement within professional services, financial services or administrative environments.
- Interest in pursuing pensions‑related or trustee‑related professional qualifications.
Behavioural competencies for the role
- Decisive Action
- Integrity & Values
- Networking
- Clear Communication
- Learning Agility
- Results Focus
Benefits
- Flexible annual leave
- Flexible working options (onsite and hybrid)
- Income protection and life assurance
- Health cash plan and dental cover
- Employee Assistance Programme
- Car leasing scheme
- Cycle to Work scheme
- Season Ticket loans
- Charity payroll giving
Development and Support
You will receive structured on‑the‑job training, mentoring from experienced colleagues and clear development pathways across technical and client‑management areas. Dalriada supports professional qualifications and long‑term career development.
Right to Work
We are unable to offer visa sponsorship for this position. Candidates must already have the right to work in the UK.
Circumstances
- Location: Within a commutable distance of our London, Glasgow, Manchester or Belfast offices, with occasional UK travel and overnight stays as required.
- Hybrid working: Minimum of 2 days per week in the office, with more regular attendance expected during the first 6 months to support training and onboarding.
- Working hours: Monday–Friday, 37.5 hours per week, with additional hours where agreed and required to support business needs.
- Screening: All roles are subject to a six‑month probation period, Access NI check and reference checks.
Before applying, please ensure you can attend an Assessment day on one of the below locations and dates: Manchester on 27th March, Glasgow on 31st March or London on 1st April.
3173 is an Equal Opportunity Employer. Our Commitment to Inclusion Dalriada is an equal opportunity employer. We believe that diversity strengthens our organisation and we actively encourage applications from people of all backgrounds. We are committed to increasing the representation of disabled colleagues and operate a guaranteed interview scheme for candidates with a disability who meet the minimum criteria for the role. If you require adjustments or support during the recruitment process, please let us know. We will work with you to ensure you can participate fully and comfortably. Information provided will be treated confidentially and used only to support you.
Dalriada Trainee/Graduate employer: Dalriada Trustees Limited
Contact Detail:
Dalriada Trustees Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Dalriada Trainee/Graduate
✨Tip Number 1
Get to know Dalriada and the pensions industry before your interview. Research their values, services, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since clear communication is key in this role, try doing mock interviews with friends or family. Focus on articulating your thoughts clearly and confidently, just like you would when speaking to clients.
✨Tip Number 3
Show off your organisational skills during the interview. Be ready to discuss how you've managed multiple tasks or projects in the past. Use specific examples to demonstrate your ability to juggle responsibilities effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you’re proactive and keen to join Dalriada's Trainee Development Programme.
We think you need these skills to ace Dalriada Trainee/Graduate
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Dalriada Trainee/Graduate role. Highlight your relevant skills and experiences that align with the job description, especially your communication and organisational skills.
Show Your Interest in Pensions: Demonstrate your enthusiasm for the pensions industry in your application. Mention any relevant coursework, internships, or personal interests that showcase your commitment to this field.
Be Clear and Professional: When writing your application, keep your language clear and professional. Use proper grammar and structure to reflect the high-quality communication skills we value at Dalriada.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently, plus you’ll find all the details you need about the role there!
How to prepare for a job interview at Dalriada Trustees Limited
✨Know Your Pensions Basics
Before heading into the interview, brush up on your knowledge of pensions and the services Dalriada offers. Understanding key terms and concepts will not only impress your interviewers but also help you answer questions more confidently.
✨Showcase Your Communication Skills
Since clear communication is crucial in this role, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with friends or family to refine your verbal skills and ensure you can convey your ideas effectively.
✨Demonstrate Proactivity
Dalriada values a proactive approach, so be ready to share examples from your past experiences where you took initiative. Whether it was during an internship or a group project, highlight how you identified problems and implemented solutions.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the Trainee Development Programme and the company culture at Dalriada. This shows your genuine interest in the role and helps you assess if it's the right fit for you.