At a Glance
- Tasks: Manage pension schemes and ensure compliance while building strong client relationships.
- Company: 3173 Group, a leading UK pensions expert with a collaborative culture.
- Benefits: Flexible working hours, remote work options, and a commitment to work-life balance.
- Other info: Opportunities for professional growth and involvement in marketing activities.
- Why this job: Join a dynamic team and make a real impact in the pensions industry.
- Qualifications: Deep understanding of pension governance and excellent communication skills required.
The predicted salary is between 50000 - 65000 € 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. 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 You
Enhance and support the ongoing development of our success, with a strong focus on client management and a commitment to maintaining high standards of service at all times.
Responsibilities & Criteria
- Oversee all BAU activities and scheme advisors and maintaining strong relationships with the client and scheme advisors.
- Overall project management of a portfolio of pension schemes and specific projects being undertaken.
- Oversee and manage services in line with the client contract and internal quality standards.
- Lead on client issues, being solution focused and working closely with Lead Professional Trustee as required.
- Lead on issue resolution.
- Responsible for all aspects of pension scheme governance to ensure compliance with internal processes and external regulatory requirements.
- Oversee reporting of any areas of non-compliance.
- Own the scheme business plan and lead on addressing any diversion from the plan.
- Responsible for client profitability.
Business growth responsibilities
- Contribute to the continuous improvement of Dalriada services.
- Identify where services could be enhanced or efficiencies made.
- Develop own network of professional contacts.
- Where required, be involved in new business proposals and pitches.
- Regular involvement in marketing activity (e.g. article writing, round table discussions or presenting at industry events).
Essential Criteria
- A deep understanding of pension scheme governance and regulatory requirements.
- Highly organised, will manage multiple priorities and deliver projects within deadlines.
- Proactive in identifying scheme risks and escalating to senior trustee.
- Excellent communication skills, both written and verbal, with the ability to explain technical concepts in simplified terms.
- Skilled at confidently representing Dalriada at networking events.
- Support the development of a high-performing, client-focused team, sharing experiences and knowledge.
- Will be an accredited trustee.
Desirable Criteria
- Demonstrable ability to build strong relationships within internal teams and with external stakeholders.
- Experience of new business activity including new business pitches.
- Identification, management and mitigation of scheme risks, knowing when to elevate.
Circumstances
- Location: Manchester, London or Glasgow.
- 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.
Senior Associate Trustee in Glasgow employer: Dalriada Trustees Ltd
At 3173, we pride ourselves on being a leading employer in the pensions sector, offering a dynamic work environment across our offices in Manchester, London, and Glasgow. Our commitment to employee growth is evident through our supportive culture, flexible working policies, and opportunities for professional development, ensuring that every team member can thrive while maintaining a healthy work-life balance. Join us to be part of a collaborative team that values innovation and excellence in client service.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate Trustee in Glasgow
✨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 to potential colleagues on LinkedIn. The more connections you make, the better your chances of landing that Senior Associate Trustee role.
✨Tip Number 2
Show off your expertise! When you get the chance, share your knowledge through articles or discussions. This not only positions you as a thought leader but also helps you build credibility within the industry. Plus, it’s a great way to catch the eye of hiring managers.
✨Tip Number 3
Be proactive in your job search! Don’t just wait for roles to pop up; reach out to companies you admire, like us at 3173, and express your interest. Sometimes, the best opportunities come from simply putting yourself out there and showing your enthusiasm.
✨Tip Number 4
Prepare for interviews by practising common questions and scenarios related to pension scheme governance. Be ready to discuss how you would handle client issues and project management. We want to see your problem-solving skills in action, so come prepared to impress!
We think you need these skills to ace Senior Associate Trustee in Glasgow
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Associate Trustee role. Highlight your experience in pension scheme governance and client management, as these are key areas we’re looking for.
Showcase Your Communication Skills:Since excellent communication is essential, use clear and concise language in your application. We want to see how you can explain complex concepts simply, so don’t hold back on demonstrating this!
Highlight Your Proactivity:We love candidates who take initiative! Share examples of how you've identified risks or improved processes in previous roles. This will show us that you’re proactive and solution-focused, just like we need.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Dalriada Trustees Ltd
✨Know Your Pensions Inside Out
Make sure you have a solid understanding of pension scheme governance and regulatory requirements. Brush up on the latest industry trends and be ready to discuss how they impact client management and service delivery.
✨Showcase Your Project Management Skills
Prepare examples of how you've successfully managed multiple priorities and delivered projects on time. Highlight your ability to oversee BAU activities and maintain strong relationships with clients and scheme advisors.
✨Communicate Clearly and Confidently
Practice explaining complex pension concepts in simple terms. During the interview, focus on your communication skills, as being able to convey technical information clearly is crucial for this role.
✨Demonstrate Your Proactive Approach
Be ready to discuss how you've identified and mitigated risks in previous roles. Show that you're solution-focused and can lead on issue resolution, which is key to maintaining high standards of service.
