Client Manager

Dalriada Trustees Ltd; Manchester; Hybrid; GBP 35,000 - 65,000; Full time

Job description

About Us

3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds.

The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada) one of the UK’s largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members and Mantle: reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.

The 3173 Culture

Our primary aim is to provide interesting, worthwhile and healthy careers for all our people; we believe that this emphasis sets us apart from our competitors.

We are defined by our ethos and by our goal:

Our ethos is an individual and collective commitment achieved through carefully balancing responsibility with freedom and flexibility, all of which is underpinned by a willingness to work interdependently. When we get this balance right, it is how we do our best work.

We look after our staff first and foremost, but for a commercial purpose, which is to deliver great service profitably. By focusing on our goal, we provide the best outcomes for pension scheme members, trustees, and employers.

About You

This role will appeal to a pensions professional who brings the ability to enhance and support the ongoing development of our success, with a strong focus on client management and a commitment to maintaining high standards of service at all times.

We are looking for a self-motivated person who is eager to work hard and make a meaningful impact. With strong industry and technical knowledge, the ideal candidate will understand the importance of building and maintaining relationships with clients, while collaborating with colleagues to grow a network of industry contacts.

The successful candidate should be capable of working both independently and collaboratively across a multi-site business to ensure timely, high-quality service delivery. They will bring the drive and ambition to meet targets for chargeable hours, exceed expectations of colleagues and clients, and contribute to the continuous improvement and expansion of our services.

We expect this individual to grow into an experienced professional trustee, and we will provide the necessary training and support to help them succeed in this path. Over time, they will also be encouraged to develop their own network of industry connections.

Responsibilities & Criteria

• Extensive experience as a pension professional in defined benefit pension schemes, capable of managing a portfolio of schemes through business-as-usual activity while ensuring service delivery is consistently maintained to a high standard.
• A deep understanding of pension scheme governance and regulatory requirements, including TPR’s role and powers.
• Demonstrated ability to build strong relationships within internal teams and with external stakeholders.
• Highly organised, with the capability to manage multiple priorities and deliver projects within deadlines.
• Proactive in identifying and mitigating scheme risks.
• Excellent communication skills, both written and verbal, with the ability to explain technical concepts in simplified terms.
• Experience in business development and market engagement, skilled at confidently representing organisations at networking events.
• Adept at leading and mentoring junior colleagues to excel in their roles and perform at their best.

Desirable Criteria

• Degree-qualified, ideally with a relevant professional certification.
• Completion of the Trustee Toolkit.
• Strong understanding of risk settlement transactions and the oversight of pension scheme winding-up processes.

Behavioural Competencies for Role

All individuals are expected to meet the following competencies and be able to provide evidence of how they fulfill each within their role:

• Self-motivated and proactive, with the ability to work independently while maintaining alignment with broader business processes and procedures.
• Demonstrates integrity in all decision-making.
• Collaborative, approachable, and a strong team contributor.
• Resilient, adaptable, and confident in navigating a fast-paced environment.
• Understands when to consult with colleagues and the lead trustee in the decision-making process.

Circumstances

Working hours: Monday to Friday, 37.5 hours per week. Location: London or Manchester (Hybrid 2 Days in office).

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. During this time, you will be expected to regularly attend the office so that we can provide focused training. Once probation has been completed you will be expected to attend the office at least two days a week.

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

As part of our commitment to keeping colleagues safe during the Covid-19 pandemic if you are successful in securing a role with us you will be required to confirm that you have taken up all Covid-19 vaccinations available to you, or that you will do as soon as you possibly can.

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.