At a Glance
- Tasks: Manage pension schemes and build strong client relationships while ensuring compliance.
- Company: 3173 Group, a leading UK pensions expert with a collaborative culture.
- Benefits: Flexible working hours, remote work options, and a supportive environment.
- Other info: Opportunities for professional growth and commitment to diversity and inclusion.
- Why this job: Join a dynamic team and make a real impact in the pensions industry.
- Qualifications: Deep understanding of pension governance and excellent communication skills.
The predicted salary is between 50000 - 60000 £ 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
- 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.
- 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 escalate.
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 London employer: Spence & Partners
At 3173, we pride ourselves on being a leading employer in the pensions sector, offering a supportive work culture that prioritises work-life balance and professional development. With flexible working arrangements and a commitment to diversity and inclusion, our employees thrive in an environment that encourages collaboration and innovation. Join us in Manchester, London, or Glasgow, where you will have the opportunity to grow your career while making a meaningful impact in the lives of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Trustee Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the pensions industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. The more people you know, the better your chances of landing that Trustee Manager role.
✨Tip Number 2
Show off your expertise! When you’re chatting with industry professionals, share your insights on pension scheme governance and regulatory requirements. This not only demonstrates your knowledge but also positions you as a go-to person in the field, making you more attractive to employers.
✨Tip Number 3
Be proactive! If you hear about a job opening or a company that’s hiring, don’t wait for them to post it online. Reach out directly through our website or via your network. A personal touch can make all the difference in getting noticed.
✨Tip Number 4
Prepare for interviews by practising common questions related to client management and project oversight. Think about examples from your past experiences that showcase your skills in these areas. Confidence is key, so the more prepared you are, the better you’ll perform!
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 application to highlight how your skills and experiences align with the role of Trustee Manager. We want to see how you can enhance our client management and service standards!
Showcase Your Communication Skills:Since excellent communication is key for this role, use your written application to demonstrate your ability to explain complex concepts simply. We love clear and concise language that gets straight to the point!
Highlight Your Organisational Skills:As a Trustee Manager, you'll be juggling multiple priorities. Use your application to showcase examples of how you've successfully managed projects or tasks in the past. We want to know how you keep everything on track!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Spence & Partners
✨Know Your Pensions Inside Out
Make sure you have a solid understanding of pension scheme governance and regulatory requirements. Brush up on the latest trends and challenges in the industry, as this will help you demonstrate your expertise and confidence during the interview.
✨Showcase Your Project Management Skills
Be prepared to discuss your experience managing multiple priorities and delivering projects on time. Use specific examples from your past roles to illustrate how you've successfully overseen projects and maintained high standards of service.
✨Communicate Clearly and Confidently
Practice explaining complex technical concepts in simple terms. This is crucial for a role that involves client management. During the interview, focus on clear communication to show that you can effectively represent the company at networking events.
✨Demonstrate Your Relationship-Building Abilities
Think of examples where you've built strong relationships with internal teams and external stakeholders. Highlight your proactive approach to identifying risks and escalating issues, as well as your ability to contribute to business growth through networking and new business pitches.
