At a Glance
- Tasks: Lead client relationships and manage pension schemes with a focus on service excellence.
- Company: Join a multi-award winning firm dedicated to professional growth in pensions management.
- Benefits: Hybrid working model, support for PMI qualifications, and a commitment to career development.
- Why this job: Make a real impact in the pensions sector while building valuable professional connections.
- Qualifications: Experience in pensions management or related fields, strong communication and project management skills.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
About Us
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: reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.
About You
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. We are defined by our ethos and by our goal: We are an individual and collective commitment achieved through carefully balancing responsibility with freedom and flexibility, all 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.
You will be working as part of our outsourced pensions management and scheme secretarial team. You will act as the lead and day-to-day contact for our clients and will manage the delivery of services to the client through our client teams. To make an impact in this role you will be self-motivated and eager to improve member outcomes. Your technical pensions knowledge will be balanced with an ability to effectively communicate to a wide range of stakeholders. Your verbal and written communications will be tailored to suit the needs of the audience, and you will be an active promoter of our pensions management services, including helping respond to business opportunities. You should understand the importance of building and maintaining relationships with clients, networking contacts and your fellow colleagues.
You will be expected to work with your team on a range of pension management and scheme secretarial appointments. Your appointments will be varied and could include agenda setting and minute writing to project and advisor management. You will have proven project management and organisation skills as well as evidence of building and managing relationship skills. You will be able to provide leadership and support to other members of your team. You will have the capability to work independently and collaboratively with colleagues across our multi-site business, to ensure timely and high-quality delivery to our clients. You will be committed and driven to deliver service excellence.
We are a multi-award winning pension services firm and part of an integrated group of privately owned companies. Since our inception we have grown to be one of the largest providers of pensions trusteeship and governance services in the UK, with over 300 appointments. Our pensions specialists are all employed and we are committed to providing professional careers, supporting the Pensions Management Institution (PMI) qualification for our pension managers. Our business is based on a client-centric culture which provides high-quality professional service through strong personal relationships. We have offices in Belfast, Glasgow, Manchester, London, Bristol, Leeds and Birmingham and operate in a hybrid model of working, whereby you will have the opportunity to work in the office and at home.
Our team of pensions professionals come from a wide range of professional backgrounds which we would like to further enrich. Therefore we are looking for candidates with a background in pensions management, scheme secretarial, pensions administration or pensions project management.
Responsibilities & Criteria
- Act as a lead for outsourced support for in-house pensions teams.
- Act as scheme secretary on a permanent or interim basis.
- Act as day-to-day contact for clients and scheme advisors.
- Overall project management of a portfolio of pension schemes and specific projects being undertaken.
- Oversee and maintain services in line with the client contract and internal quality standards.
- Lead on issue resolution.
- Oversee delivery of all aspects of pension scheme governance to ensure full compliance/no breaches.
- Own the scheme business plan and lead on addressing any diversion from the plan.
- Monitor budget and ensure recovery and profitability with minimal write-off.
- Lead on client pensions management projects – for example, management of adviser review projects.
- Assist with refinement of pensions management processes.
- Check/review supplier bills and oversee payments.
Business growth responsibilities include:
- Build a growing network of professional contacts at a regional level.
- Identify business development opportunities and broker an introduction to the business.
- Participate in weekly business development calls as appropriate.
- Regularly write blogs and articles as marketing collateral.
- Deliver on client seminars.
- Identify and share opportunities for product and service enhancements through client proposition and revenue generating opportunities.
People leadership & management responsibilities:
- May act as a line manager – setting objectives, giving feedback, appraising performance and addressing performance issues.
- Act as a mentor and support to team members.
Personal growth responsibilities:
- Actively build skills and experience.
- Keep abreast of all regulatory and governance changes.
Pensions Manager in London employer: Dalriada Trustees Limited
Contact Detail:
Dalriada Trustees Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the pensions industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Pensions Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your project management and relationship-building skills. Share specific examples of how you've improved outcomes in previous roles – it’ll make you stand out from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like The 3173 Group, and express your interest in working with them. Sometimes, creating your own opportunity is the best way to land the job.
✨Tip Number 4
Keep learning! Stay updated on the latest trends and regulations in pensions management. Consider taking courses or attending workshops. This not only boosts your knowledge but also shows potential employers that you’re committed to professional growth.
We think you need these skills to ace Pensions Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Pensions Manager role. Highlight your project management experience and any relevant pensions knowledge to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about pensions and how you can contribute to our team. Keep it engaging and personal – we want to see your personality!
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your written application is clear and concise. Tailor your language to suit the audience, just like you would when communicating with clients or stakeholders.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands and shows us you’re keen to join our team!
How to prepare for a job interview at Dalriada Trustees Limited
✨Know Your Pensions Inside Out
Make sure you brush up on your pensions knowledge before the interview. Understand the key concepts, regulations, and recent changes in the industry. This will not only help you answer technical questions but also show your passion for the field.
✨Tailor Your Communication Style
Since the role involves communicating with a variety of stakeholders, practice how you can adapt your communication style to suit different audiences. Think about examples where you've successfully tailored your message and be ready to share them.
✨Showcase Your Project Management Skills
Be prepared to discuss your project management experience in detail. Highlight specific projects you've led, the challenges you faced, and how you ensured timely delivery. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Build Relationships, Even in the Interview
Demonstrate your relationship-building skills during the interview. Engage with your interviewers, ask insightful questions, and show genuine interest in their experiences. This will reflect your ability to connect with clients and colleagues alike.