Pensions Manager
Dalriada Trustees Limited, part of the 3173 Group, is one of the UK’s largest professional pension scheme trustee companies. Work as part of our outsourced pensions management and scheme secretarial team, acting as the lead and day‑to‑day contact for our clients and managing the delivery of services through our client teams.
About Us
3173 is a privately owned UK firm of pensions experts serving clients across the UK from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds. The 3173 Group includes Dalriada Trustees Limited, Spence & Partners (actuarial, consulting and investment services) and Mantle (software for defined‑benefit pension administration).
About You
You will be self‑motivated, eager to improve member outcomes, and possess strong technical pensions knowledge. You should effectively communicate to a wide range of stakeholders, promote our pensions management services, and build and maintain relationships with clients and colleagues.
Core 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.
* Ensure full compliance of pension scheme governance.
* Own the scheme business plan and address any diversion from the plan.
* Monitor budget and ensure recovery and profitability with minimal write‑off.
* Lead on client pensions management projects (e.g., management of adviser review projects).
* Assist with refinement of pensions management processes.
* Check/review supplier bills and oversee payments.
Business Growth Responsibilities
* Build a growing network of professional contacts at a regional level.
* Identify business development opportunities and broker introductions to the business.
* Participate in weekly business development calls as appropriate.
* Write blogs and articles as marketing collateral.
* Deliver client seminars.
* Identify and share opportunities for product and service enhancements through client propositions and revenue‑generating opportunities.
People Leadership & Management Responsibilities
* May act as a line manager – setting objectives, giving feedback, appraising performance and addressing performance issues.
* Act as a mentor and support to team members.
Personal Growth Responsibilities
* Actively build skills and experience.
* Keep abreast of all regulatory and governance changes.
* Attend training, both technical and other business skills.
* Work well as a team player.
* Maintain a solid pensions industry background.
* Have recent experience in a role that included occupational pension schemes.
* Fully understand pension management and the work carried out by Dalriada.
* Demonstrate technical understanding of pension legislation, regulations and other relevant legislation, codes of practice, best‑practice guides and a good knowledge of defined benefit and defined contribution schemes.
* Show proven track record of project management exposure.
* Evidence of client management responsibility and ability to progress multiple strands of activity.
* Excellent written and oral communication skills, with the ability to translate technical points into lay terms.
* Prioritise and meet client deadlines.
* Use computerised systems (Microsoft Office: Excel, Word, PowerPoint) and learn bespoke systems as required.
Qualifications & Experience
* Background in pensions management, scheme secretarial, pensions administration or pensions project management.
* Strong technical pensions knowledge and ability to communicate with stakeholders.
* Project management and organisational skills.
* Leadership and mentoring experience.
* Experience with occupational pension schemes and pension legislation.
* Proven client‑management and communication skills.
Location and Working Hours
Flexible within commutable distance of one of our established offices; able to travel to other offices across the UK when required.
Monday to Friday, 37.5 hours per week with additional hours as and when required.
Equal Opportunity Employer
3173 is an Equal Opportunity Employer and a registered Equal Opportunity Employer. All employees, applicants and trainees are treated fairly and equitably. A person with a disability may be automatically invited to interview if they meet the minimum criteria. If you require a reasonable adjustment throughout the recruitment and selection process, please let us know in advance. Any information provided will be treated confidentially.
Additional Information
All roles are subject to a six‑month probationary period, an Access NI check, and reference‑checking security vetting.
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