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About the Role

You will be working as part of our outsourced pensions management and scheme secretarial team, acting as the lead and day-to-day contact for clients and managing service delivery through client teams. This role requires self-motivation, a desire to improve member outcomes, and strong technical pensions knowledge balanced with effective communication skills for diverse stakeholders.

Responsibilities

• Act as the primary lead for outsourced pensions services, including scheme secretary duties and day-to-day client and adviser relationships.
• Manage and oversee a portfolio of pension schemes and projects, providing end-to-end project management and issue resolution.
• Ensure delivery of high-quality pensions administration and governance services in line with client contracts, internal standards, and regulatory requirements.
• Maintain full scheme compliance, overseeing governance processes, identifying risks, and preventing breaches.
• Own and deliver scheme business plans, proactively managing deviations and leading corrective actions.
• Monitor scheme budgets, supplier costs, and financial performance, ensuring cost recovery, profitability, and minimal write-offs.
• Lead client pensions management projects, including adviser reviews and service improvement initiatives.
• Contribute to business growth by developing professional networks, identifying business development opportunities, and supporting marketing activity.
• Provide people leadership as required, including line management, mentoring, performance management, and team development.
• Commit to continuous professional development, staying up to date with regulatory and governance changes and participating in ongoing technical and skills training.

Requirements

• Solid pensions industry background.
• Recent experience in a role which specifically included occupational pension scheme.
• Full understanding of pension management and the work carried out by Dalriada.
• Able to demonstrate 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.
• Excellent budget management skills.
• Proven track record of project management exposure.
• Evidence of client management responsibility and ability to progress with multiple strands of activity.
• Excellent communication skills, both written and oral, with the ability to articulate technical points into lay terms.
• Ability to prioritise 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.

Skills

• Project management
• Organization skills
• Relationship building
• Leadership
• Collaboration
• Service excellence
• Communication (written and oral)
• Technical pensions knowledge
• Budget management
• Microsoft Office Suite (Excel, Word, PowerPoint)

Location

• London
• Manchester
• Glasgow

Work Type

• Full-time
• Hybrid

Experience Level

• Mid-level

About the Company

• 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, Spence & Partners, and Mantle.
• Our primary aim is to provide interesting, worthwhile and healthy careers for all our people.
• 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.
• 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.

Equal Opportunity

• 3173 is an Equal Opportunity Employer.
• 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.
• 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.
• Any information you give us will be treated completely confidentially.