Senior Associate Trustee

Dalriada Trustees; City Of London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Dalriada Trustees in London seeks a Senior Associate Trustee to oversee BAU activities, manage a portfolio of pension schemes, and sustain strong client relationships. This permanent, full-time role demands a proactive, highly organised professional focused on governance and stakeholder communication.

You will lead on issues, ensure regulatory compliance, and contribute to the scheme business plan while driving client profitability.

Qualifications

• Deep understanding of pension scheme governance and regulatory requirements.
• Highly organised with ability to manage multiple priorities and deadlines.
• Proactive in identifying scheme risks and escalating as needed.
• Excellent written and verbal communication; explain technical concepts clearly.
• Confident representation of Dalriada at networking events.
• Support development of a high-performing client-focused team.
• Accredited trustee status is preferred.

Responsibilities

• Oversee all BAU activities and manage scheme advisors while maintaining strong client relationships.
• Manage a portfolio of pension schemes and specific projects.
• Ensure services align with client contract and internal quality standards.
• Lead on client issues and resolve them in collaboration with the Lead Professional Trustee.
• Oversee and report on compliance with internal processes and external regulations.
• Own the scheme business plan and address deviations from it.
• Ensure client profitability across the portfolio.

Skills

Pension governance knowledge

Regulatory compliance

Organisation

Communication skills

Networking

Team development

Accredited trustee

Job description

Senior Associate Trustee

Department: Dalriada - Dalriada Together

Employment Type: Permanent - Full Time

Location: London

Description

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.

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-complianceOwn the scheme business plan and lead on addressing any diversion from the plan.
• Responsible for client profitability

Responsibilities & Criteria

Business growth responsibilities

• Contribute to the continuous improvement of Dalriada 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

Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required.

The role holder may be at times required to travel to other UK locations.

All roles are subject to a six-month probationary period and all prospective employees are required to complete background screening to cover all locations.

As part of the pre-hire process the successful candidate will be subject to reference checking and background security vetting.

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.