Overseeing all BAU activities and scheme advisors and maintaining strong relationships with the client and scheme advisors
Overall project management of a portfolio of pension schemes and specific projects being undertaken.
Oversee and manage services in line with the client contract and internal quality standards.
Lead on client issues, being solution focused and working closely with Lead Professional Trustee as required.
Lead on issue resolution.
Responsible for all aspects of pension scheme governance to ensure compliance with internal processes and external regulatory requirements
Oversee reporting of any areas of non-compliance
Own the scheme business plan and lead on addressing any diversion from the plan.
Responsible for client profitability
Contribute to the continuous improvement of Dalriada services. Identify where services could be enhanced or efficiencies made. Develop own network of professional contacts.

A deep understanding of pension scheme governance and regulatory requirements.
Highly organised, will manage multiple priorities and deliver projects within deadlines.
Proactive in identifying scheme risks and escalating to senior trustee
Excellent communication skills, both written and verbal, with the ability to explain technical concepts in simplified terms.
Skilled at confidently representing Dalriada at networking events.
Supports the development of a high-performing, client-focused team, sharing experiences and knowledge.
Will be an accredited trustee

Trustee Manager

Key skills