Trustee Manager

Dalriada Trustees Limited; Manchester; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexi-working policy

Remote working opportunities

Work-life balance commitment

Job summary

A leading pension management company is seeking an experienced professional to oversee operations and client management within their Manchester office. This role focuses on ensuring compliance with pension governance and developing client relationships while leading service enhancements. Ideal candidates will be accredited trustees with strong project management skills and exceptional communication abilities. The position offers a fixed-term contract of 12 months and promotes a work-life balance through flexi-working options.

Qualifications

• Deep understanding of pension scheme governance and regulatory requirements.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities efficiently.

Responsibilities

• Oversee all BAU activities and maintain client relationships.
• Manage a portfolio of pension schemes and specific projects.
• Ensure compliance with internal processes and regulatory requirements.
• Lead on client issues and resolution efforts.
• Contribute to improving Dalriada services.

Skills

Project Management

Client relationship management

Issue resolution

Pension scheme governance

Excellent communication

Organizational skills

Education

Accredited Trustee qualification

Job description

3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds.

The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada) one of the UK’s largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members and Mantle, which reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.

Dalriada Together is part of Dalriada Trustees Limited (Dalriada) a leading independent trustee. Within the Together model we work closely with our colleagues within the Together team. The Team consists of Trustees, administrators, client managers and actuaries.

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.

Responsibilities & Criteria

Core responsibilities

• Overseeing 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

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)
• 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

Circumstances

• Location: Manchester, London or Glasgow
• Working hours: 12 months Fixed Term contract. Monday to Friday, 37.5 hours per week with additional hours as and when required.
• Our Company is committed to work life balance and our flexi-working policy and opportunity for remote working enables individuals to maintain that balance.
• 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. 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 team.