Senior Associate Trustee: Governance & Client Growth Lead

Dalriada Trustees Limited; Belfast City District; On-site; GBP 60,000 - 90,000; Full time

Job summary

Dalriada Trustees Limited is seeking an experienced professional to oversee BAU activities and manage a portfolio of pension schemes, ensuring strong client relationships and adherence to governance standards. The role demands project leadership, regulatory awareness, and active participation in business development across UK locations.

Travel within the UK may be required. The position includes a six-month probation and background checks as part of pre-employment screening.

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
• 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)
• 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
• 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.

Job description

Dalriada Trustees Limited is seeking an experienced professional to oversee BAU activities and manage a portfolio of pension schemes, ensuring strong client relationships and adherence to governance standards. The role demands project leadership, regulatory awareness, and active participation in business development across UK locations.

Travel within the UK may be required. The position includes a six-month probation and background checks as part of pre-employment screening.