Senior Associate Trustee

Hybrid in Belfast·Full-time·Added 1 month ago (last checked 6 Oct)

Dalriada Trustees

3 open roles

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Overview

Job details

Permanent contract
Full-time.
Hybrid
Office and home days — the ad has the split.

Requirements

Be near Belfast for hybrid days
No relocation package mentioned.

Skills

The role

About You
Supporting client delivery by proactively ensuring the provision of pension scheme services in relation to the effective governance of the pensions schemes for which we are trustee

Core responsibilities

Working closely with the Trustee Manager to coordinate all pension scheme governance activities and ensure all internal reporting requirements are adhered to.
Manage scheme business plan tasks and actions to ensure work is progressed in a timely manner and statutory timeframes are met
Responsibility for planning Trustee Meetings including production of agendas and meeting packs
Draft minutes and agreed actions of a Trustee Meeting and distribute for review on a timely basis
Regular monitoring of meeting actions to facilitate completion in a timely manner.
Regular review of scheme cashflows, ensuring sufficient monies are available to meet scheme outgoings.
Review and collation of information on member discretions to support a trustee decision together with provision of a recommendation.
Establish relationships with key stakeholders, including client contact and scheme advisors.
Preparation and review of scheme budgets.
Review supplier invoices and oversee payment.

Key Responsibilities

Business growth responsibilities

Is aware of client contracts and manages services accordingly.
Identifies work that is not included in any core services and raises with the Trustee Manager
Supports colleagues at networking events with a view to developing external relationships
Look for opportunities to provide value-added services to grow Dalriada revenue streams.

Essential Criteria

Able to demonstrate good technical understanding of pension legislation, regulations and other aspects of pensions law and practice
A deep understanding of pension scheme governance and internal compliance requirements
Highly organised, with the capability to manage multiple priorities
Excellent communication skills, both written and oral.
Excellent project and budget management skills.

Desirable Criteria

Accredited Trustee
Confident in representing Dalriada at networking events and has developing network of professional contacts
Proactive in identifying scheme risks.

Skills & Expertise

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?

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.