Support Professional Trustee

1 week ago


Glasgow, Glasgow City, United Kingdom Dalriada Trustees Full time

Dalriada Trustees Limited is a prominent professional pension scheme trustee company in the UK with a presence in several cities like London and Manchester. The company is now offering a fantastic opportunity for a Support Professional Trustee to join their experienced team of Professional Trusteeship. This role is perfect for a pensions professional looking to make a difference and grow in their career as a professional pension trustee.

The ideal candidate will work closely with experienced Trustees to deliver exceptional trusteeship services and contribute to the expansion of the company's portfolio. They will focus on governance activities related to the pension schemes under trusteeship, including scheme secretariat services.

We are searching for a self-driven individual with industry expertise who understands the significance of client relationships and teamwork. The successful candidate will be responsible for meeting targets, ensuring quality service delivery, and continuous improvement.

Key Responsibilities:

  • Progress Scheme Business Plan tasks and meet statutory deadlines
  • Plan and organize Scheme/Trustee Meetings, prepare agendas and distribute meeting packs
  • Distribute meeting minutes and agreed actions promptly
  • Monitor meeting actions and ensure completion
  • Review Scheme Budgets, supervise invoice payments, and manage internal team meetings
  • Handle member queries and provide timely responses

Essential Criteria:

  • 3-5 years of experience in pension administration or consultancy
  • Coordinate Trustee meetings and manage advisers effectively
  • Update scheme compliance documentation and adhere to deadlines
  • Strong knowledge of pension legislation and governance
  • Excellent communication and project management skills
  • Client management experience and relationship-building skills

Desirable Criteria:

  • Pursuing or holding a relevant Professional Qualification
  • Knowledge of Pension Protection Fund (PPF) and The Pensions Regulator (TPR)
  • Understanding of pension scheme wind-up process

Behavioral Competencies:

  • Strategic Thinking
  • Impacting & Influencing
  • Client Engagement
  • Problem Solving
  • Professional Approach

Circumstances:

Location: Flexible with travel across the UK

Working hours: Monday to Friday, additional hours may be required

3173 is an Equal Opportunity Employer.

If you have a disability, we encourage you to apply. We are dedicated to supporting candidates with disabilities throughout the recruitment process. Let us know how we can assist you for a smooth experience. Reach out to our People & Culture team for more information.

Seniority Level: Mid-Senior level

Industry: Financial Services, Professional Services

Employment Type: Full-time

Job Functions: Finance

Skills: Technical Understanding, Trustee, Trusteeship, Pension Administration, Multi-site, Defined Contribution, Defined Benefit



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