At a Glance
- Tasks: Manage pension schemes, ensuring compliance and client satisfaction while leading project initiatives.
- Company: 3173 Group, a leading UK pensions firm with a focus on innovation and client service.
- Benefits: Flexible working hours, remote work options, and a commitment to work-life balance.
- Other info: Opportunities for professional growth and networking within the industry.
- Why this job: Join a dynamic team and make a real impact in the pensions industry.
- Qualifications: Deep understanding of pension governance, excellent communication skills, and proactive problem-solving.
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 and Mantle, which reimagines the traditional models of defined benefit pensions administration and actuarial valuation software. 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.
- Contribute to the continuous improvement of Dalriada's 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 and ask to speak to a member of the People team.
Senior Associate Trustee in London 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 contributing to our mission of delivering exceptional service to our clients. Join us to be part of a collaborative team that values diversity and innovation, making a meaningful impact in the world of pension management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate Trustee in London
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We think you need these skills to ace Senior Associate Trustee in London
Some tips for your application 🫡
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How to prepare for a job interview at Dalriada Trustees Ltd
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