About You
You will be working as part of our outsourced pensions management and scheme secretarial team. You will act as the lead and day to day contact for our clients and will manage the delivery of services to the client through our client teams. To make an impact in this role you will be self‑motivated and eager to improve member outcomes. Your technical pensions knowledge will be balanced with an ability to effectively communicate to a wide range of stakeholders. Your verbal and written communications will be tailored to suit the needs of the audience, and you will be an active promoter of our pensions management services, including helping respond to business opportunities. You should understand the importance of building and maintaining relationships with clients, networking contacts and your fellow colleagues.
You will be expected to work with your team on a range of pension management and scheme secretarial appointments. Your appointments will be varied and could include agenda setting and minute writing to project and advisor management. You will have proven project management and organisation skills as well as evidence of building and managing relationship skills. You will be able to provide leadership and support to other members of your team. You will have the capability to work independently and collaboratively with colleagues across our multi‑site business, to ensure timely and high quality delivery to our clients. You will be committed and driven to deliver service excellence.
We are looking for candidates with a background in pensions management, scheme secretarial, pensions administration or pensions project management.
Core Responsibilities
* Assist in delivering outsourced support for in‑house pensions teams.
* Support the lead scheme secretary on a permanent or interim basis in providing scheme secretarial and governance services, including:
o Drafting agendas and papers.
o Collating and issuing meeting papers.
o Drafting minutes where required.
o Following up on completion of meeting actions.
* Assist with the project management of a portfolio of pension schemes and specific projects being undertaken.
* Assist in maintaining services in line with the client contract and internal quality standards.
* Assist on issue resolution.
* Assist with the billing process and raise invoices for clients.
* Assist with the delivery of all aspects of pension scheme governance to ensure full compliance and no breaches.
* Monitor compliance with the scheme business plan and assist with addressing any diversion from the plan.
* Assist with client pension management projects – e.g., management of adviser review projects.
* Assist with monitoring budget and ensure recovery and profitability with minimal write‑off.
* Assist with refinement of pensions management processes.
* Check supplier bills and assist with payments.
Personal Growth Responsibilities
* Actively build skills and experience.
* Keep abreast of all regulatory and governance changes.
* Attend training, both technical and other business skills.
* Be a team player.
* Willingness to absorb information and learn.
* Basic understanding of pension management and the work carried out by Dalriada.
* Willingness to develop technical understanding of pension legislation, regulations and other relevant legislation, codes of practice, including scheme management and compliance, best practice guides and a good knowledge of defined benefit and defined contribution schemes.
* Good communication skills, both written and oral.
* Proactive and able to prioritise, progress multiple tasks and work to client deadlines.
* Use of computerised systems e.g., Microsoft Office products; in particular Excel, Word and PowerPoint; and the ability to learn and utilise bespoke systems.
* Be willing to complete The Pensions Regulator Trustee Toolkit and attain the Association of Professional Pension Trustees (APPT) accreditation.
Circumstances
Location: Flexible within commutable distance of one of our established offices and able to travel to our other offices across the UK when required.
Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required. The role is based on a hybrid working model, with an expectation to attend the office two days per week. 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.
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 & Culture team.
Due to the changing nature of our business, the role profile will inevitably change. We therefore recognise that from time to time, you will be required to undertake other activities of a similar nature that fall within your capabilities, as directed by the board.
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