At a Glance
- Tasks: Manage pension schemes and build strong client relationships while ensuring compliance.
- Company: Join a forward-thinking company committed to work-life balance and inclusivity.
- Benefits: Flexible working hours, remote options, and a supportive team environment.
- Other info: Opportunities for career growth and involvement in industry events.
- Why this job: Make a real impact in the finance sector while developing your professional skills.
- Qualifications: Experience in pension governance and excellent communication skills required.
The predicted salary is between 50000 - 60000 € per year.
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
- Overseeing 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: 12 months Fixed Term contract. 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.
Trustee Manager in Glasgow employer: Dalriada Trustees Ltd
At Dalriada, we pride ourselves on being an exceptional employer, offering a supportive work culture that prioritises work-life balance and professional growth. With flexible working options and a commitment to diversity and inclusion, we empower our employees to thrive in their roles while contributing to the continuous improvement of our services. Join us in Manchester, London, or Glasgow, where you will have the opportunity to develop your skills, build strong relationships, and make a meaningful impact in the pension scheme governance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Trustee Manager in Glasgow
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the pension scheme industry. Attend events, join relevant groups, and don’t be shy to introduce yourself. Building relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Be proactive in your approach. If you see a company you’re interested in, reach out directly even if they’re not hiring. Show them your passion for client management and how you can enhance their services. We love seeing candidates take initiative!
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of pension scheme governance and regulatory requirements. Be ready to discuss how you’ve managed projects and resolved issues in the past. Confidence in your expertise will impress potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who are committed to maintaining high standards of service. Let’s make it happen together!
We think you need these skills to ace Trustee Manager in Glasgow
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight how your experience aligns with the role of Trustee Manager. Use keywords from the job description to show that you understand what we're looking for.
Showcase Your Communication Skills:Since excellent communication is key, don’t shy away from demonstrating your written skills. Keep your language clear and concise, and make sure to explain any technical concepts in a way that’s easy to understand.
Highlight Your Organisational Skills:We want to see how you manage multiple priorities. Share examples of past projects where you successfully juggled various tasks and met deadlines, especially in relation to pension scheme governance.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This helps us keep track of your application and ensures it gets the attention it deserves!
How to prepare for a job interview at Dalriada Trustees Ltd
✨Know Your Pension Schemes
Make sure you brush up on your knowledge of pension scheme governance and regulatory requirements. Being able to discuss these topics confidently will show that you’re not just familiar with the basics, but that you understand the nuances that come with managing a portfolio.
✨Showcase Your Communication Skills
Prepare to explain complex concepts in simple terms. Practice articulating your thoughts clearly and concisely, as this role requires excellent communication skills. You might even want to rehearse with a friend or family member to get comfortable with simplifying technical jargon.
✨Demonstrate Proactivity
Think of examples where you've identified risks or issues in previous roles and how you addressed them. This will highlight your proactive nature and problem-solving skills, which are crucial for leading on client issues and ensuring compliance.
✨Network Like a Pro
Since building relationships is key, prepare to discuss your networking experiences. Share how you’ve successfully engaged with stakeholders in the past and be ready to talk about any marketing activities you’ve been involved in, like writing articles or presenting at events.
