Dalriada Trustees Ltd
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 You will be working as part of our outsourced pensions management and scheme secretarial team. You will act as the lead and day to day contact for our clients and will manage the delivery of services to the client through our client teams. To make an impact in this role you will be self-motivated and eager to improve member outcomes. Your technical pensions knowledge will be balanced with an ability to effectively communicate to a wide range of stakeholders. Your verbal and written communications will be tailored to suit the needs of the audience, and you will be an active promoter of our pensions management services, including helping respond to business opportunities. You should understand the importance of building and maintaining relationships with clients, networking contacts and your fellow colleagues. You will be expected to work with your team on a range of pension management and scheme secretarial appointments. Your appointments will be varied and could include managing scheme secretarial support to to project and advisor management. You will have proven project management and organisation skills as well as evidence of building and managing relationship skills. You will be able to provide leadership and support to other members of your team. You will have the capability to work independently and collaboratively with colleagues across our multi-site business, to ensure timely and high quality delivery to our clients. You will be committed and driven to deliver service excellence. Responsibilities & Criteria We are a multi-award winning pension services firm and part of an integrated group of privately owned companies. Since our inception we have grown to be one of the largest provider of pensions trusteeship and governance services in the UK, with over 300 appointments. Our pensions specialists are all employed and we are committed to providing professional careers, supporting the Pensions Management Institution (PMI) qualification for our pension managers. Our business is based on a client-centric culture which provides high-quality professional service through strong personal relationships. We have offices in Belfast, Glasgow, Manchester, London, Bristol, Leeds and Birmingham and operate in a hybrid model of working, whereby you will have the opportunity to work in the office and at home. Our team of pensions professionals come from a wide range of professional backgrounds which we would like to further enrich. Therefore we are looking for candidates with a background in pensions management, scheme secretarial, pensions consultancy, pensions administration or pensions project management. Key Responsibilities Core responsibilities include: Act as a lead for outsourced support for in-house pensions teams Act as scheme secretary on a permanent or interim basis Act as day to day contact for clients and scheme advisors Overall project management of a portfolio of pension schemes and specific projects being undertaken Oversee and maintain services in line with the client contract and internal quality standards Lead on issue resolution Oversee delivery of all aspects of pension scheme governance to ensure full compliance/no breaches Own the scheme business plan and lead on addressing any diversion from the plan Monitor budget and ensure recovery and profitability with minimal write-off, identifying out of scope activities Lead on client pensions management projects - for example, management of adviser review projects. Assist with refinement of pensions management processes Check/review supplier bills and oversee payments Business growth responsibilities include: Build a growing network of professional contacts at a regional level Identify business development opportunities and broker an introduction to the business Lead new business pitches Participate in weekly business development calls as appropriate Regularly write blogs and articles as marketing collateral Deliver on client seminars Identify and share opportunities for product and service enhancements through client proposition and revenue generating opportunities Support the growth of new business People leadership & management responsibilities Act as a line manager - setting objectives, giving feedback, appraising performance and addressing performance issues Act as a mentor and support to team members Manage resource requirement across clients Personal growth responsibilities Actively build skills and experience Keep abreast of all regulatory and governance changes Attend training, both technical and other business skills Essential Criteria Team player Solid pensions industry background, with scheme secretarial and governance experiance Recent experience in a role which specifically included occupational pension scheme responsibilities 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 manage and progress multiple strands of activity Excellent communication skills, both written and oral, with the ability to articulate technical points into lay terms Excellent organisation skills and ability to prioritise and work to client deadlines Experience of new business activity including new business pitches, networking and attending industry events. Use of computerised systems e.g. Microsoft Office products; in particular Excel, Word and PowerPoint; and the ability to learn and utilise bespoke systems and procedures. Mentoring/line management experience Excellent understanding of profitability Desirable Criteria Attainment of the Pensions Regulator's Trustee toolkit Working towards or successfully completed a relevant Professional Qualification (such as APMI or FPMI) Circumstances Location : UK Wide Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required. 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. 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 P&C team.
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 You will be working as part of our outsourced pensions management and scheme secretarial team. You will act as the lead and day to day contact for our clients and will manage the delivery of services to the client through our client teams. To make an impact in this role you will be self-motivated and eager to improve member outcomes. Your technical pensions knowledge will be balanced with an ability to effectively communicate to a wide range of stakeholders. Your verbal and written communications will be tailored to suit the needs of the audience, and you will be an active promoter of our pensions management services, including helping respond to business opportunities. You should understand the importance of building and maintaining relationships with clients, networking contacts and your fellow colleagues. You will be expected to work with your team on a range of pension management and scheme secretarial appointments. Your appointments will be varied and could include managing scheme secretarial support to to project and advisor management. You will have proven project management and organisation skills as well as evidence of building and managing relationship skills. You will be able to provide leadership and support to other members of your team. You will have the capability to work independently and collaboratively with colleagues across our multi-site business, to ensure timely and high quality delivery to our clients. You will be committed and driven to deliver service excellence. Responsibilities & Criteria We are a multi-award winning pension services firm and part of an integrated group of privately owned companies. Since our inception we have grown to be one of the largest provider of pensions trusteeship and governance services in the UK, with over 300 appointments. Our pensions specialists are all employed and we are committed to providing professional careers, supporting the Pensions Management Institution (PMI) qualification for our pension managers. Our business is based on a client-centric culture which provides high-quality professional service through strong personal relationships. We have offices in Belfast, Glasgow, Manchester, London, Bristol, Leeds and Birmingham and operate in a hybrid model of working, whereby you will have the opportunity to work in the office and at home. Our team of pensions professionals come from a wide range of professional backgrounds which we would like to further enrich. Therefore we are looking for candidates with a background in pensions management, scheme secretarial, pensions consultancy, pensions administration or pensions project management. Key Responsibilities Core responsibilities include: Act as a lead for outsourced support for in-house pensions teams Act as scheme secretary on a permanent or interim basis Act as day to day contact for clients and scheme advisors Overall project management of a portfolio of pension schemes and specific projects being undertaken Oversee and maintain services in line with the client contract and internal quality standards Lead on issue resolution Oversee delivery of all aspects of pension scheme governance to ensure full compliance/no breaches Own the scheme business plan and lead on addressing any diversion from the plan Monitor budget and ensure recovery and profitability with minimal write-off, identifying out of scope activities Lead on client pensions management projects - for example, management of adviser review projects. Assist with refinement of pensions management processes Check/review supplier bills and oversee payments Business growth responsibilities include: Build a growing network of professional contacts at a regional level Identify business development opportunities and broker an introduction to the business Lead new business pitches Participate in weekly business development calls as appropriate Regularly write blogs and articles as marketing collateral Deliver on client seminars Identify and share opportunities for product and service enhancements through client proposition and revenue generating opportunities Support the growth of new business People leadership & management responsibilities Act as a line manager - setting objectives, giving feedback, appraising performance and addressing performance issues Act as a mentor and support to team members Manage resource requirement across clients Personal growth responsibilities Actively build skills and experience Keep abreast of all regulatory and governance changes Attend training, both technical and other business skills Essential Criteria Team player Solid pensions industry background, with scheme secretarial and governance experiance Recent experience in a role which specifically included occupational pension scheme responsibilities 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 manage and progress multiple strands of activity Excellent communication skills, both written and oral, with the ability to articulate technical points into lay terms Excellent organisation skills and ability to prioritise and work to client deadlines Experience of new business activity including new business pitches, networking and attending industry events. Use of computerised systems e.g. Microsoft Office products; in particular Excel, Word and PowerPoint; and the ability to learn and utilise bespoke systems and procedures. Mentoring/line management experience Excellent understanding of profitability Desirable Criteria Attainment of the Pensions Regulator's Trustee toolkit Working towards or successfully completed a relevant Professional Qualification (such as APMI or FPMI) Circumstances Location : UK Wide Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required. 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. 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 P&C team.
Henry
We are looking for a Senior People Officer to join our National Support Team. You ll play a key role in shaping a positive, inclusive, values-driven culture and deliver excellent HR support across the charity. This is an exciting opportunity for an experienced professional to join an innovative, supportive and purpose-driven team with opportunity for personal development and growth. Are you passionate about babies and young children having the best start in life? HENRY is a national charity that is making a real difference to the lives of young children and their families. We believe every child deserves a healthy, happy start and we work with communities across the UK to make that happen. Please go to the career page on our website for more information about the role. To apply please click on the 'apply now' button. Closing date for completed applications: 9 am Monday 15th December Task and interviews: At our office in Eynsham - date TBC Overview of role: The team: You will join our National Support Office team based in Eynsham, supporting our charitable work with families and professionals across the UK. The Senior People Officer is line managed by the Head of People who, together with outsourced support and advice, form the People function within HENRY. You will also work closely with our Finance team, IT Manager, CEO and people managers within the organisation. Work base and travel: This role works 3 days per week from our office in Eynsham (Tuesday Thursday) and two days per week remotely from home (Monday and Friday). Hours: This is a full-time role of 37.5hours per week. Employees can take advantage of our flexitime hours, choosing when to work their hours between 8am 6pm each day. Benefits package: Full time salary of £30,995.27, with opportunity for annual performance related pay increments 30 days annual leave per year plus bank holidays Flexitime hours and a flexible supportive approach to balancing work and life Enhanced Charity Sick Pay and family friendly leave (including 3 paid emergency dependants' leave days per year, enhanced maternity, paternity and adoption leave) Access to a pension scheme with a matched employer contribution of up to 6% Employee Assistance Programme, giving free and confidential access to a variety of wellbeing support services. Job Purpose To manage and enhance HR processes, support governance and the Board of Trustees, and create a positive experience for our workforce aligned with our charities values, culture and aims. Key responsibilities Core HR processes Work alongside the Head of People to develop and implement our approach to HR Provide administrative support to the Board of Trustees Core office management processes Core People processes Maintain confidential personnel files for employees, casual workers, freelancers and volunteers. Oversee a quality recruitment process that aligns to organisational need, in line with the HENRY values. Onboard new employees, casual workers, freelancers and volunteers and support a quality induction. Oversee all processes linked to the employee lifecycle, including types of leave and processing leavers. Manage HR retention periods for records and maintain accurate records Be the first port of call for queries and support the Head of People in the breadth of issues and challenges that arise. Provide accurate and detailed information to our Finance team to support monthly payroll. Provide timely and accurate reports and insights Work alongside the Head of People to develop and implement our approach to HR Maintain up to date information on current employment legislation, communicating changes through policy and internal communications. Work alongside the Head of People to continually evolve our People practices to provide the best experience for all and help achieve our charitable mission and strategy Optimising the use and impact of our digital HR system Provide support to the Board of Trustees Arrange and coordinate Board meetings and Annual General Meetings. Work with the Chief Executive to prepare and circulate papers for Board meetings. Coordinate the recruitment, onboarding and ongoing development and training of Trustees. Liaise with Trustees, responding to requests for information. Support the implementation of Charitable Governance processes and legal compliance Core office management processes Act as the primary contact for office visitors and mail Organize and maintain office filing systems, both electronic and paper-based Manage office, kitchen, and bathroom supply inventories, placing orders as needed to ensure stock availability Undertake routine health and safety responsibilities, including: Weekly, monthly, and quarterly internal fire and legionella checks Conducting H&S inductions with new staff Supporting external contractors during visits Maintain a tidy, welcoming, and safe office environment. Attitudes, behaviour and values Build respectful relationships, understanding the impact of your behaviour on others and being willing to adapt it when necessary Work effectively as a member of the team by consulting and sharing information with colleagues, managing your time to meet deadlines and preparing for meetings Maintain clear and accurate records Communicate effectively with partners Comply with all organisational policies and procedures Model HENRY values Support own development through on-going reading, research and supervision This role requires a basic DBS check Person specification Qualifications Desirable: Relevant qualification (e.g. CIPD level 3 or 5) or higher education in a relevant subject Experience Essential: Proven experience working in a People/HR role Experience of conducting DBS/PVG checks and safer recruitment practices Experience with digital HR systems Desirable: Designing and implementing HR systems and processes Previous involvement in health and safety checks and procedures Working with a charitable organisation supporting governance and the board of trustees Experience as a Company Secretary Knowledge Essential Knowledge of core HR processes including recruitment Working knowledge of UK employment law Knowledge and proficiency in Microsoft 365 (Word, Excel, Outlook, PowerPoint,Teams, Sharepoint) and confidence in learning new systems Desirable Knowledge of employee, casual worker, freelancer, volunteer and trustee relationships and legal differences Knowledge of UK GDPR and how to protect and manage data Skills and attitudes Essential Strong motivation to contribute to HENRY s work and commitment to organisational values Organisational and time-management skills, with the ability to prioritise competing tasks Strong written and verbal communication skills, with attention to detail Ability to handle confidential information with discretion Professional and approachable manner, with strong interpersonal skills Ability to work independently and collaboratively as part of a team Strong organisational skills, able to work on own initiative and meet deadlines Ability to take the initiative, not only in identifying problems and opportunities, but also in suggesting and implementing solutions An eye for detail and a concern for accuracy, together with the ability to keep sight of the broad picture Willingness to undertake training
We are looking for a Senior People Officer to join our National Support Team. You ll play a key role in shaping a positive, inclusive, values-driven culture and deliver excellent HR support across the charity. This is an exciting opportunity for an experienced professional to join an innovative, supportive and purpose-driven team with opportunity for personal development and growth. Are you passionate about babies and young children having the best start in life? HENRY is a national charity that is making a real difference to the lives of young children and their families. We believe every child deserves a healthy, happy start and we work with communities across the UK to make that happen. Please go to the career page on our website for more information about the role. To apply please click on the 'apply now' button. Closing date for completed applications: 9 am Monday 15th December Task and interviews: At our office in Eynsham - date TBC Overview of role: The team: You will join our National Support Office team based in Eynsham, supporting our charitable work with families and professionals across the UK. The Senior People Officer is line managed by the Head of People who, together with outsourced support and advice, form the People function within HENRY. You will also work closely with our Finance team, IT Manager, CEO and people managers within the organisation. Work base and travel: This role works 3 days per week from our office in Eynsham (Tuesday Thursday) and two days per week remotely from home (Monday and Friday). Hours: This is a full-time role of 37.5hours per week. Employees can take advantage of our flexitime hours, choosing when to work their hours between 8am 6pm each day. Benefits package: Full time salary of £30,995.27, with opportunity for annual performance related pay increments 30 days annual leave per year plus bank holidays Flexitime hours and a flexible supportive approach to balancing work and life Enhanced Charity Sick Pay and family friendly leave (including 3 paid emergency dependants' leave days per year, enhanced maternity, paternity and adoption leave) Access to a pension scheme with a matched employer contribution of up to 6% Employee Assistance Programme, giving free and confidential access to a variety of wellbeing support services. Job Purpose To manage and enhance HR processes, support governance and the Board of Trustees, and create a positive experience for our workforce aligned with our charities values, culture and aims. Key responsibilities Core HR processes Work alongside the Head of People to develop and implement our approach to HR Provide administrative support to the Board of Trustees Core office management processes Core People processes Maintain confidential personnel files for employees, casual workers, freelancers and volunteers. Oversee a quality recruitment process that aligns to organisational need, in line with the HENRY values. Onboard new employees, casual workers, freelancers and volunteers and support a quality induction. Oversee all processes linked to the employee lifecycle, including types of leave and processing leavers. Manage HR retention periods for records and maintain accurate records Be the first port of call for queries and support the Head of People in the breadth of issues and challenges that arise. Provide accurate and detailed information to our Finance team to support monthly payroll. Provide timely and accurate reports and insights Work alongside the Head of People to develop and implement our approach to HR Maintain up to date information on current employment legislation, communicating changes through policy and internal communications. Work alongside the Head of People to continually evolve our People practices to provide the best experience for all and help achieve our charitable mission and strategy Optimising the use and impact of our digital HR system Provide support to the Board of Trustees Arrange and coordinate Board meetings and Annual General Meetings. Work with the Chief Executive to prepare and circulate papers for Board meetings. Coordinate the recruitment, onboarding and ongoing development and training of Trustees. Liaise with Trustees, responding to requests for information. Support the implementation of Charitable Governance processes and legal compliance Core office management processes Act as the primary contact for office visitors and mail Organize and maintain office filing systems, both electronic and paper-based Manage office, kitchen, and bathroom supply inventories, placing orders as needed to ensure stock availability Undertake routine health and safety responsibilities, including: Weekly, monthly, and quarterly internal fire and legionella checks Conducting H&S inductions with new staff Supporting external contractors during visits Maintain a tidy, welcoming, and safe office environment. Attitudes, behaviour and values Build respectful relationships, understanding the impact of your behaviour on others and being willing to adapt it when necessary Work effectively as a member of the team by consulting and sharing information with colleagues, managing your time to meet deadlines and preparing for meetings Maintain clear and accurate records Communicate effectively with partners Comply with all organisational policies and procedures Model HENRY values Support own development through on-going reading, research and supervision This role requires a basic DBS check Person specification Qualifications Desirable: Relevant qualification (e.g. CIPD level 3 or 5) or higher education in a relevant subject Experience Essential: Proven experience working in a People/HR role Experience of conducting DBS/PVG checks and safer recruitment practices Experience with digital HR systems Desirable: Designing and implementing HR systems and processes Previous involvement in health and safety checks and procedures Working with a charitable organisation supporting governance and the board of trustees Experience as a Company Secretary Knowledge Essential Knowledge of core HR processes including recruitment Working knowledge of UK employment law Knowledge and proficiency in Microsoft 365 (Word, Excel, Outlook, PowerPoint,Teams, Sharepoint) and confidence in learning new systems Desirable Knowledge of employee, casual worker, freelancer, volunteer and trustee relationships and legal differences Knowledge of UK GDPR and how to protect and manage data Skills and attitudes Essential Strong motivation to contribute to HENRY s work and commitment to organisational values Organisational and time-management skills, with the ability to prioritise competing tasks Strong written and verbal communication skills, with attention to detail Ability to handle confidential information with discretion Professional and approachable manner, with strong interpersonal skills Ability to work independently and collaboratively as part of a team Strong organisational skills, able to work on own initiative and meet deadlines Ability to take the initiative, not only in identifying problems and opportunities, but also in suggesting and implementing solutions An eye for detail and a concern for accuracy, together with the ability to keep sight of the broad picture Willingness to undertake training
