About the role

  • Overseeing pension schemes and ensuring compliance with governance requirements. Managing relationships and project deliveries while contributing to service improvements.

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
  • Contribute to the continuous improvement of Dalriada services. Identify where services could be enhanced or efficiencies made. Develop own network of professional contacts.

Requirements

  • 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.
  • Supports the development of a high-performing, client-focused team, sharing experiences and knowledge.
  • Will be an accredited trustee

Benefits

  • Work life balance
  • Flexi-working policy
  • Remote working opportunities

Job title

Trustee Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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