Dalriada Trustees Limited
Senior Associate Trustee
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Senior Associate Trustee
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-compliance
- Own 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)
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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 escalate.
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?
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
About Dalriada Trustees
We’re a leading firm of independent, professional trustees
We bring our knowledge and skills to helping trustees and companies run their pension schemes to the highest standards.
We can act as an independent trustee to any size of pension scheme from those operated by small private companies to large schemes associated with major listed public companies.
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