At a Glance
- Tasks: Manage pension schemes and build strong client relationships while ensuring compliance.
- Company: Dynamic company focused on client success and innovative solutions.
- Benefits: Flexible working hours, remote options, and a supportive work-life balance.
- Other info: Opportunity to enhance services and network within the industry.
- Why this job: Join a team that values your input and offers growth in the finance sector.
- 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
Core responsibilities
- 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 and ask to speak to a member of the People team.
Trustee Manager in London employer: Dalriada Trustees Ltd
At Dalriada, we pride ourselves on being an excellent employer, offering a supportive work culture that prioritises work-life balance through our flexible working policies and remote opportunities. Our commitment to employee growth is evident in our focus on continuous improvement and professional development, ensuring that our team members thrive while managing a diverse portfolio of pension schemes in vibrant locations like Manchester, London, and Glasgow.
StudySmarter Expert Advice🤫
We think this is how you could land Trustee Manager in London
✨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
Showcase your expertise! If you’ve got knowledge about pension governance or regulatory requirements, share it. Write articles or engage in discussions online. This not only positions you as a thought leader but also helps you get noticed by potential employers.
✨Tip Number 3
Be proactive in your job search. Don’t just wait for roles to pop up on job boards. Reach out directly to companies you admire, like us at StudySmarter, and express your interest. A personal touch can make a huge difference!
✨Tip Number 4
Utilise our website for applications! We love seeing candidates who take the time to apply through our platform. It shows initiative and genuine interest in joining our team. Plus, it makes the process smoother for both of us!
We think you need these skills to ace Trustee Manager in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in client management and pension scheme governance. We want to see how your skills align with our needs, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills:Since excellent communication is key for this role, use your written application to demonstrate your ability to explain complex concepts clearly. We love seeing candidates who can simplify technical jargon, so keep it straightforward and engaging!
Highlight Your Organisational Skills:We’re looking for someone who can juggle multiple priorities, so make sure to mention any project management experience you have. Use specific examples to illustrate how you’ve successfully managed deadlines and delivered results in the past.
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 gives you a chance to explore more about our company culture and values.
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 truly understand the intricacies involved.
✨Demonstrate Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you resolved issues or improved service delivery, as this will highlight your proactive approach and solution-focused mindset.
✨Showcase Your Organisational Skills
Since the role involves managing multiple priorities, be ready to discuss how you stay organised and meet deadlines. You could share tools or methods you use to keep track of projects and ensure nothing slips through the cracks.
✨Engage in Networking Scenarios
As networking is a key part of the role, think about how you would represent the company at events. Prepare to discuss your experience in networking and how you build strong relationships with stakeholders, as this will demonstrate your ability to enhance business growth.
