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- Tasks: Support clients in the pensions sector, manage meetings, and draft reports.
- Company: Dalriada Trustees Limited is a leading UK trustee firm shaping financial futures.
- Benefits: Enjoy flexible working, health screenings, and a cycle-to-work scheme.
- Why this job: Join a collaborative team that values fresh ideas and makes a real impact.
- Qualifications: No prior experience needed; just bring your enthusiasm and communication skills.
- Other info: Hybrid working with a minimum of 2 days in the office; training provided.
The predicted salary is between 21000 - 29000 £ per year.
Join to apply for the Trainee Governance Manager role at Dalriada Trustees Limited
Join to apply for the Trainee Governance Manager role at Dalriada Trustees Limited
Our Trainee Governance Manager role offers the opportunity to build a career in the pensions industry within Dalriada Trustees Limited (Dalriada). We have opportunities available in London and Leeds. These roles are ideal for school leavers who are keen to develop and thrive within a professional environment.
Dalriada is one of the UK’s largest professional trustee firms, working at the heart of an industry that influences the financial futures of millions. We provide independent trusteeship, governance, administration, and pensions management services across schemes of all sizes — from £1 million to over £20 billion in assets.
We operate within a UK defined benefit pensions market worth around £1.4 trillion, supporting over 300 pension schemes across a diverse client base. We’re trusted by advisors, sponsors, and The Pensions Regulator to bring clarity and innovation to a complex and evolving landscape.
We have more than 100 colleagues in seven locations around the UK (Belfast, Glasgow, London, Bristol, Birmingham, Leeds and Manchester.
What sets us apart is our hands-on, collaborative, people-first approach. Whether it’s through sole trusteeship, our integrated Dalriada.Together solution, or pensions management, we deliver practical, high-quality outcomes that ma
tter.At Dalriada, you’ll join a team that’s shaping the future of trusteeship — one that values integrity, fresh thinking, invests in talent, embraces diversity and believes in making a real difference. With national scale, technical strength, and a strong purpose, we offer graduates the opportunity to grow, contribute, and thrive,
Our Trainee Governance Manager programme offers the opportunity to build a career in the pensions industry within Dalriada Trustees Limited (Dalriada)
As a Trainee we offer a structured training plan that will help you grow your knowledge and drive your career. As part of your training, you will be exposed to various aspects of pensions, equipping you with the knowledge and skills needed to become a credible and effective Pensions professional. You will also have the opportunity to undertake relevant professional qualifications and given paid time off for study.
In support of our team, you will contribute to a wide range of work within the pensions sector, incorporating technical support to in-house pension teams at some of the UK’s largest organisations and to their Trustees of their pension schemes. This provides the opportunity to enhance your technical abilities and develop core technical pensions competencies on a daily basis whilst working in a challenging environment as part of a rapidly growing, innovative firm. You will liaise with colleagues throughout our office locations and work on clients from a diverse range of industries.
This role will be based in London or Leeds, we operate a hybrid policy with a minimum of 2 days per week in the office (there will be more regular attendance during the first 6 months) Please confirm you are able to commit to regular office attendance and which is your preferred office.
Responsibilities
As a Trainee Governance Manager you will
- ,Help provide a client service that is proactive, timely and fully focused on the needs of the client and maintains the excellent reputation that has been established by our impressive team
- Be encouraged to use your creativity and critical thinking to come up with tailor-made solutions to unique problems
- Demonstrate excellent communication skills through regular interaction with clients
- Support Trustee meeting management by writing agenda’s, collating meeting packs and learning to write highly technical minutes
- Carry out a range of projects from establishing new pension schemes, scheme mergers and winding up schemes
- Draft reports and presentations to clients in support of their decision making in managing their pension scheme arrangements
- Act as key contact to clients, answering a range of queries over the phone and via written communication becoming effective and confident in providing clear and accurate information
- Perform in accordance with financial targets and standards; time recording, budget monitoring, billing and all other aspects of financial management
- Work with and support expert and senior colleagues developing skills and knowledge across our range of services by delivering on client needs.
Qualifications Essential Criteria
- Ability to work in your preferred office a minimum of two days a week (more in the first six months)
- Ability to travel to client meetings across the UK
- Excellent IT Skills and fully competent in Microsoft packages, e.g. Word and Excel, with an aptitude for learning new skills
- Experience of working proactively and using your own initiative to complete tasks
- Excellent verbal and written communication skills
- Excellent organisational and project management skills
- Ability to display a keen interest in the industry and environment in which we operate.
- Keen to take professional qualifications withinpensions
Behavioural Competencies for the role
Organised, Strategic Thinking, Collaborative Working, Problem Solving, Professional
Salary for this role is £25,000 per annum plus an attractive benefits package, which includes the below
- Flexible Working (Hybrid)
- Income Protection and Life Assurance
- Annual Health Screening
- Car Leasing Scheme
- Cycle to Work Scheme
- Annual Season Ticket loans
- Charity Payroll Giving
Closing Date for this role is 11th July
We are unable to offer sponsorship for this position
Circumstances
Location: Flexible within commutable distance of either our London or Leeds offices and able to travel to our other offices across the UK when required.
We offer Hybrid working, with a minimum of 2 days per week in the agreed office. There will be more regular attendance expected during the first 6 months of employment.
Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required. 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.
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 & Culture team.
Due to the changing nature of our business, the role profile will inevitably change. We therefore recognise that from time to time, you will be required to undertake other activities of a similar nature that fall within your capabilities, as directed by the board.
Seniority level
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Seniority level
Entry level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance, Consulting, and Management
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Industries
Pension Funds and Professional Services
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Trainee Governance Manager employer: Dalriada Trustees Limited
Contact Detail:
Dalriada Trustees Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Governance Manager
✨Tip Number 1
Familiarise yourself with the pensions industry and current trends. Understanding the key issues and developments in pensions will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the pensions sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at Dalriada.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in governance and client management. This will help you articulate your thoughts clearly and confidently during the interview process.
✨Tip Number 4
Showcase your organisational and project management skills through examples from your past experiences. Be ready to discuss how you've successfully managed tasks or projects, as these skills are crucial for a Trainee Governance Manager.
We think you need these skills to ace Trainee Governance Manager
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and qualifications required for the Trainee Governance Manager position. Tailor your application to highlight how your skills and interests align with the role.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your education, relevant experience, and skills. Highlight any projects or roles that demonstrate your organisational and communication abilities, as these are key for this position.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the pensions industry and the opportunity at Dalriada. Use specific examples to illustrate your problem-solving skills and creativity, which are essential for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the governance sector.
How to prepare for a job interview at Dalriada Trustees Limited
✨Research Dalriada Trustees Limited
Before your interview, take some time to learn about Dalriada's values, services, and the pensions industry. Understanding their approach to trusteeship and governance will help you align your answers with their expectations.
✨Showcase Your Communication Skills
As a Trainee Governance Manager, you'll need excellent verbal and written communication skills. Prepare to discuss examples of how you've effectively communicated in previous roles or during your studies, especially in collaborative settings.
✨Demonstrate Problem-Solving Abilities
Be ready to share instances where you've used critical thinking to solve problems. Dalriada values creativity in finding tailored solutions, so think of specific examples that highlight your ability to think strategically.
✨Express Your Interest in Professional Development
Dalriada offers opportunities for professional qualifications and training. Make sure to express your eagerness to learn and grow within the pensions industry, as this shows your commitment to the role and the company.
