Dalriada Graduate

Our Graduate Development Programmes offer the opportunity to build a career in the pensions industry within Dalriada Trustees Limited (Dalriada). We have opportunities available in London, Belfast, Manchester and Glasgow. 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 are 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 solution, or pensions management, we deliver practical, high-quality outcomes that matter.

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. As a Graduate, we offer a structured training plan that will help you grow your knowledge and drive your career. As part of your training, you will gain experience in 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 be given 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 the Trustees of 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.

Responsibilities

• Help provide a client service that is proactive, timely and fully focused on the needs of our client and members and maintain 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.
• 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.

Essential Criteria

• An honours degree at 2:1 level or above.
• A-Level or equivalent grade 3 Bs and above.
• At least 5 GCSEs to include Mathematics and English at Grade 6 or above.
• Excellent IT Skills and fully competent in Microsoft packages, e.g. Word and Excel, with an aptitude for learning other systems.
• 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.

Desirable Criteria

• Work Experience or Placement in a Professional Services environment.

Behavioural Competencies for the Role

• Organised
• Strategic Thinking
• Collaborative Working
• Problem Solving

The salary for this role is £25,000 per annum plus an attractive benefits package, which includes:

• Flexible Benefits
• Excellent Remuneration Package
• Flexible Annual Leave
• Flexible Working (Onsite, Hybrid, Remote)
• Matched Pension Contribution
• Income Protection and Life Assurance
• Health cash plan, Dental Cover including Employee Assistance Programme
• 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. Shortlisted candidates will be contacted and asked to submit a 3-minute video as part of our screening process. We are unable to offer sponsorship for this position.

Location: Flexible within commutable distance of either our London, Glasgow, Manchester or Belfast 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.

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.