Job Description
Dalriada Trustees are a multi-award winning pension services firm and part of an integrated group of privately owned companies. Since our inception we have grown to be one of the largest provider of pensions trusteeship and governance services in the UK, with over 300 appointments.
Our pensions specialists are all employed and we are committed to providing professional careers, supporting the Pensions Management Institution (PMI) qualification for our pension managers. Our business is based on a client-centric culture which provides high-quality professional service through strong personal relationships. We have offices in Belfast, Glasgow, Manchester, London, Bristol, Leeds and Birmingham and operate in a hybrid model of working, whereby you will have the opportunity to work in the office and at home.
Our team of pensions professionals come from a wide range of professional backgrounds which we would like to further enrich. Therefore we are looking for candidates with a background in pensions management, scheme secretarial, pensions administration or pensions project management.
Responsibilities & Criteria
We are a multi-award winning pension services firm and part of an integrated group of privately owned companies. Since our inception we have grown to be one of the largest provider of pensions trusteeship and governance services in the UK, with over 300 appointments.
Our pensions specialists are all employed and we are committed to providing professional careers, supporting the Pensions Management Institution (PMI) qualification for our pension managers. Our business is based on a client-centric culture which provides high-quality professional service through strong personal relationships. We have offices in Belfast, Glasgow, Manchester, London, Bristol, Leeds and Birmingham and operate in a hybrid model of working, whereby you will have the opportunity to work in the office and at home.
Our team of pensions professionals come from a wide range of professional backgrounds which we would like to further enrich. Therefore we are looking for candidates with a background in pensions management, scheme secretarial, pensions consultancy, pensions administration or pensions project management.
Core responsibilities include:
* Act as a lead for outsourced support for in-house pensions teams
* Act as scheme secretary on a permanent or interim basis
* Act as day to day contact for clients and scheme advisors
* Overall project management of a portfolio of pension schemes and specific projects being undertaken
* Oversee and maintain services in line with the client contract and internal quality standards
* Lead on issue resolution
* Oversee delivery of all aspects of pension scheme governance to ensure full compliance/no breaches
* Own the scheme business plan and lead on addressing any diversion from the plan
* Monitor budget and ensure recovery and profitability with minimal write-off, identifying out of scope activities
* Lead on client pensions management projects – for example, management of adviser review projects.
* Assist with refinement of pensions management processes
* Check/review supplier bills and oversee payments
Business growth responsibilities include:
* Build a growing network of professional contacts at a regional level
* Identify business development opportunities and broker an introduction to the business
* Lead new business pitches
* Participate in weekly business development calls as appropriate
* Regularly write blogs and articles as marketing collateral
* Deliver on client seminars
* Identify and share opportunities for product and service enhancements through client proposition and revenue generating opportunities
* Support the growth of new business
People leadership & management responsibilities
* Act as a line manager - setting objectives, giving feedback, appraising performance and addressing performance issues
* Act as a mentor and support to team members
* Manage resource requirement across clients
Personal growth responsibilities
* Actively build skills and experience
* Keep abreast of all regulatory and governance changes
* Attend training, both technical and other business skills
Essential Criteria
* Team player
* Solid pensions industry background, with scheme secretarial and governance experience
* Recent experience in a role which specifically included occupational pension scheme responsibilities
* Full understanding of pension management and the work carried out by Dalriada
* Able to demonstrate technical understanding of pension legislation, regulations and other relevant legislation, codes of practice, including scheme management and compliance, best practice guides and a good knowledge of defined benefit and defined contribution schemes
* Excellent budget management skills
* Proven track record of project management exposure
* Evidence of client management responsibility and ability to manage and progress multiple strands of activity
* Excellent communication skills, both written and oral, with the ability to articulate technical points into lay terms
* Excellent organisation skills and ability to prioritise and work to client deadlines
* Experience of new business activity including new business pitches, networking and attending industry events.
* Use of computerised systems e.g. Microsoft Office products; in particular Excel, Word and PowerPoint; and the ability to learn and utilise bespoke systems and procedures.
* Mentoring/line management experience
* Excellent understanding of profitability
Desirable Criteria
* Attainment of the Pensions Regulator’s Trustee toolkit
* Working towards or successfully completed a relevant Professional Qualification (such as APMI or FPMI)
Circumstances
Location: UK Wide
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 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.
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 P&C team.