At a Glance
- Tasks: Oversee BAU activities and manage a portfolio of pension schemes while ensuring compliance.
- Company: 3173 is a privately owned UK firm with offices in major cities including London, Manchester, and Glasgow.
- Benefits: Flexible working hours and remote work opportunities to maintain work-life balance.
- Other info: Location options include Manchester, London, or Glasgow with a six-month probationary period.
- Why this job: Join a leading independent trustee company focused on enhancing client management and service standards.
- Qualifications: Must be an accredited trustee with deep understanding of pension scheme governance.
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
Core responsibilities
- 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'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: Spence & Partners
3173 offers a commitment to work-life balance through flexible working policies. With offices across the UK, the team includes trustees, administrators, and actuaries dedicated to providing high-quality pension services. The company values diversity and actively supports candidates with disabilities during the recruitment process.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate Trustee in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Spence & Partners. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Spence & Partners.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Spence & Partners. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Associate Trustee in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Spence & Partners and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Spence & Partners how you can be a team player!
How to prepare for a job interview at Spence & Partners
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Spence & Partners.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Spence & Partners's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
