Support Professional Trustee

Salary Description:
Salary range based on experience
Location Description:
Flexible across any of our UK offices.
Job Role:
Pensions Consultant
Employment Type:
Full-time
Contract Type:
Permanent
Application Deadline:
Unspecified
Posted:
30th January 2024
Recruiter:
Dalriada Trustees Limited
Job Ref:

About You

As a leading firm of professional trustees, we have an excellent opportunity for a Support Professional Trustee.  This individual will perform a consulting role, supporting our experienced Professional Trusteeship team in delivering effective trusteeship and consulting services.

 

This role will be attractive to a pensions professional who has the ability to enhance and support the continued development of our successful trusteeship business and wants to embark on, or further develop, a career as a professional pension trustee.  You will be supporting experienced Trustees to deliver the excellent trusteeship services for which Dalriada is known, and to support the further development of our portfolio of appointments. Initially, the role will focus on supporting our team in the provision of our services in relation to the effective governance of the pension schemes for which we are trustee, including scheme secretariat services.

 

We are looking for a self-motivated individual who is eager to work hard and make an impact. With key industry and technical knowledge, this individual should understand and be able to demonstrate the importance of building and maintaining relationships with our clients, whilst working with colleagues to build a network of industry contacts. The successful candidate should have the capability to work independently and work collaboratively with colleagues across a multi-site business, to ensure the timely and high quality delivery to our clients.  You will have the drive and ambition to meet targets for chargeable hours, the expectations of colleagues and clients and to seek to continually improve and expand our offering.

 

We would expect the individual to develop into an experienced professional trustee and we will provide training and support to help with this. 

 

We would also expect the individual to develop their own network of industry contacts over time.

Responsibilities & Criteria

Key Responsibilities:

  • Scheme Business Plan tasks and actions are progressed and statutory timeframes are met
  • Scheme/Trustee Meetings are planned in advance and agenda’s and meeting packs are produced and distributed to all attendees
  • Draft minutes and agreed actions of a Scheme/Trustee Meeting are distributed for review within 5 working days of the meeting.
  • Regular monitoring of meeting actions to ensure completion.
  • Regular review of Scheme Budgets and ensuring invoices are reviewed to ensure within budgets agreed and settlement of them within agreed terms
  • Arranging regular internal team meetings to discuss and agree ongoing actions.
  • Dealing with individual member queries sent through by administrator and ensuring prompt responses.

Essential Criteria

  • 3-5 years' experience as a pension professional, with a solid industry background gained in either pension administration/ Scheme Secretariat / Pensions Manager and/or pension consultancy practices.
  • A good understanding of the requirements to co-ordinate Trustee meetings, produce draft minutes and Matters Arising.
  • Able to liaise with and manage the Trustee's advisers to ensure key deliverables.
  • Able to oversee and update key scheme compliance and governance documentation, ensuring that all deadlines are met.
  • An understanding of pension trusteeship, with significant knowledge of developing / current pension industry issues.
  • Able to demonstrate good technical understanding of pension legislation, regulations and other aspects of pensions law and practice, including scheme governance, management and compliance. A thorough knowledge of both defined benefit and defined contribution schemes is required.
  • Excellent communication skills, both written and oral, with the ability to articulate technical points into layman’s’ terms.
  • Excellent project and budget management skills.
  • Evidence/portfolio of client management responsibilities and strong relationship/client management skills.
  • An individual who can demonstrate the broad spectrum of our competencies.

Desirable Criteria

  • Working towards or successfully completed a relevant Professional Qualification (such as APMI or FPMI)
  • Knowledge and experience of the Pension Protection Fund (PPF) and PPF guidance, processes and procedures, along with knowledge and understanding of The Pensions Regulator (TPR) and TPR’s role and powers.
  • Good understanding of the process of winding up a pension scheme. 

Behavioural Competencies for the Role 

Strategic Thinking, Impacting & Influencing, Client Engagement, Collaborative Working, Problem Solving, Planned Approach, Professional Approach. 

Circumstances 

Working hours: Monday to Friday, 37.5 hours per week.

Location: Flexible within commutable distance of one of our established offices and able to travel to our other offices across the UK when required.

A competitive remuneration package is on offer.

Our Company is committed to work life balance and our flexi working policy and opportunity for remote working enables individuals to maintain that balance.

The role holder may be required to work across the United Kingdom and may be expected at times to travel.

There is a six month probationary period from commencement of employment.  

As part of the pre-hire process the successful candidate will be subject to reference checking. 

We are an equal opportunities 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.

 

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 HR team.

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