Senior Pension Manager & Client Engagement Lead

Dalriada Trustees Limited; Greater London; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

Dalriada Trustees Limited seeks a skilled pensions professional to lead outsourced support for in-house pensions teams. You will act as scheme secretary on a permanent or interim basis and be the primary contact for clients and scheme advisors, delivering governance across a portfolio of pension schemes.

You will manage projects, oversee budgets, and ensure contract compliance while developing client relationships and supporting business growth across UK schemes.

Qualifications

• Deep knowledge of pension management and governance.
• Experience in scheme secretarial work for defined benefit and defined contribution schemes.
• Strong project management and client management skills.

Responsibilities

• 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.
• 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.

Skills

Pensions management

Scheme secretarial

Project management

Client relationship management

Education

Pensions qualification

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Dalriada Trustees Limited seeks a skilled pensions professional to lead outsourced support for in-house pensions teams. You will act as scheme secretary on a permanent or interim basis and be the primary contact for clients and scheme advisors, delivering governance across a portfolio of pension schemes.

You will manage projects, oversee budgets, and ensure contract compliance while developing client relationships and supporting business growth across UK schemes.