Senior Associate Trustee

Join to apply for the Senior Associate Trustee role at Dalriada Trustees Limited .

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, which reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.

Dalriada Together is part of Dalriada Trustees Limited (Dalriada) a leading independent trustee. Within the Together model we work closely with our colleagues within the Together team. The Team consists of Trustees, administrators, client managers and actuaries.

About the Role

We are looking for an experienced pensions professional with a strong actuarial background to support the actuarial aspects of our Dalriada.Together service. This is a key role within the team, assisting in the delivering of high-quality actuarial services, maintaining technical standards, maintaining Mantle and Mantle queries, and supporting the integration of actuarial and investment processes across our client base.

You will work closely with the actuarial lead and wider team to ensure accurate actuarial delivery for all Dalriada.Together schemes, contribute to compliance with contractual obligations, and provide strategic input on actuarial matters. The role also involves supporting the investment team, actuarial involvement in Mantle installations, and providing technical guidance for both internal colleagues and external stakeholders.

About You

• Highly motivated and detail-oriented, with solid technical expertise in actuarial work.
• Strong communication and collaboration skills.
• Comfortable working with a team and supporting projects in complex scenarios.
• Keen to develop technical and leadership skills and contribute to the growth of Dalriada.Together.

Responsibilities & Criteria

• Assist in delivering all actuarial work for Dalriada.Together clients, ensuring accuracy and compliance with contracts.
• Support the maintenance of actuarial services and processes in line with Dalriada standards and regulatory requirements.
• Contribute to house views on actuarial matters and help ensure consistency across the team.
• Support the Dalriada investment team on actuarial aspects of strategy and decision-making.
• Assist in actuarially signing off Mantle installations and ensure actuarial integrity in system setup.
• Liaise with external actuaries, investment consultants, and fiduciary managers as required.
• Help maintain Mantle for actuarial matters, including asset feeds and configuration.
• Handle and resolve Mantle superuser actuarial queries.
• Support training and guidance to external Mantle users on actuarial functionality.
• Attend client meetings and new business pitches when required to provide actuarial input.
• Support ad hoc technical projects and contribute to process improvements.
• Keep up to date on technical developments and regulatory changes.

Business Growth Responsibilities

• Participate in tender activity and pitches for new business as required.
• Contribute to marketing collateral and thought leadership on actuarial topics.
• Help build and maintain a network of professional contacts to support business development.

Personal Development

• Actively pursue professional development goals.
• Stay abreast of regulatory and governance changes.
• Attend technical and business skills training as required.

Preferred Criteria

• Minimum of 2 years’ experience in an actuarial role within pensions.
• Strong technical understanding of DB pension schemes, legislation, and compliance.
• Familiarity with working on Mantle for actuarial matters.
• Ability to manage multiple tasks and delivering results under pressure.
• Excellent organisational and communication skills.

Additional Attributes

• Strong problem-solving skills and willingness to learn.
• Collaborative approach and ability to work effectively within a team.
• Adaptability to changing priorities and client needs.

Circumstances

• Location: Belfast, London, Manchester or Glasgow.
• Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required.
• Our Company is committed to work life balance and our flexi-working policy and opportunity for remote working enables individuals to maintain that balance.
• All roles are subject to a six-month probationary period and all prospective employees are required to complete an Access NI check.
• As part of the pre-hire process the successful candidate will be subject to reference checking security vetting.
• 3173 is an Equal Opportunity 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. 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 and ask to speak to a member of the People team.

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