Assistant Pensions Manager

Dalriada Trustees Limited; London; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A leading company in the pensions sector is seeking an Assistant Pensions Manager. This role involves assisting with the management of pensions services and building client relationships. Ideal candidates will have a background in pensions management and communication skills, with the opportunity for personal and professional growth.

Qualifications

• Willingness to develop technical understanding of pension legislation.
• Experience of participation in new business pitches.
• Ability to articulate technical points into lay terms.

Responsibilities

• Support in-house pensions teams and act as scheme secretary.
• Manage a portfolio of pension schemes and assist project management.
• Monitor compliance with the scheme business plan.

Skills

Project Management

Client Relationship Management

Communication Skills

Organisational Skills

Education

Relevant Professional Qualification (APMI or FPMI)

Tools

Microsoft Office Suite (Excel, Word, PowerPoint)

Job description

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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 administration or pensions project management.

About You

You will be working as part of our outsourced pensions management and scheme secretarial team. You will act as the support to the client lead and will assist with the management and delivery of services to the client through our client teams.

To make an impact in this role, you will be self-motivated and eager to improve member outcomes. You will have an ability to absorb information and learn. This will be balanced with the ability to effectively communicate to a wide range of stakeholders. Your verbal and written communications will be tailored to suit the needs of the audience, and you will be an active promoter of our pensions management services. You should understand the importance of building and maintaining relationships with clients, networking contacts and your fellow colleagues.

You will be expected to work with your team on a range of pension management and scheme secretarial appointments. Your appointments will be varied and could include agenda setting and minute writing to project and advisor management. You will have project management and organisation skills as well the ability to and manage relationships. You will have the capability to work independently and collaboratively with colleagues across our multi-site business, to ensure timely and high quality delivery to our clients. You will be committed and driven to deliver service excellence.

Responsibilities

Core responsibilities include:

• Act as a support for in-house pensions teams
• Act as scheme secretary on a permanent or interim basis
• Assistance with the project management of a portfolio of pension schemes and specific projects being undertaken.
• Maintain services in line with the client contract and internal quality standards
• Assist on issue resolution.
• Assist with the delivery of all aspects of pension scheme governance to ensure full compliance/no breaches
• Monitor compliance with the scheme business plan and assist with addressing any diversion from the plan
• Assist with client pensions management projects – for example, management of adviser review projects.
• Assist with refinement of pensions management processes
• Check supplier bills and assist with payments

Business growth responsibilities include:

• Begin to write blogs and articles as marketing collateral
• Assist with the delivery of client seminars
• Identify and share opportunities for product and service enhancements through client proposition and revenue generating opportunities

Personal growth responsibilities

• Actively build skills and experience
• Keep abreast of all regulatory and governance changes
• Attend training, both technical and other business skills
• Team player
• Willingness to absorb information and learn
• Basic understanding of pension management and the work carried out by Dalriada
• Willingness to develop 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
• Ability to progress with multiple strands of activity
• Excellent communication skills, both written and oral, with the ability to articulate technical points into lay terms
• Ability to prioritise and work to client deadlines
• 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
• Attainment of the Pensions Regulators Trustee toolkit
• Working towards or successfully completed a relevant Professional Qualification (such as APMI or FPMI)
• Experience of new business activity including new business pitches, networking and attending industry events.

Circumstances

Location: Flexible within commutable distance of one of our established offices and able to travel to our other offices across the UK when required.

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. To discuss this further please call 028 9041 2000 and ask to speak to a member of the People & Culture team.

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Administrative, and Consulting

• Industries

  Financial Services, Pension Funds, and Professional Services

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