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  • Senior Manager, Investment - Transitions  

    Isio
    - London
    Apply Now
    Responsibilities As part of the leadership group within the Transitio... Read More
    Responsibilities
    As part of the leadership group within the Transition Team, help to develop transition procedures and ensure all colleagues follow correct processes. Managing more junior members of the team. Developing colleagues' transition expertise, including taking a lead on training and knowledge sharing. Taking ownership of buy-in and buy-out projects to deliver them within strict time constraints. Taking a leading role in research related to transitions (specialising in an area such as custody, FX or Transition Managers). Maintain contacts at investment managers and utilising these to deliver optimal oues for clients. Responsible for oversight/checking of largeplex transition exercises: checking project plans and the associated timelines, checking any documentation required for the projects, and stepping in to progress difficult issues Act as mentor/coach/performance manager to more junior members of the team. Produce/check final draft instructions for execution and finalising client. correspondence required for clients to execute transition projects. Ensure reliable audit trails and backing should issues arise. Improve transition processes to help implement more efficient solutions for clients. Produce/approve scopes and fee quotes for a range of possible activities. Manage project budgets and tracking financials to meet firm efficiency target. Perform the role of a transition expert whom colleagues in the wider firm cane to for questions. Maintain external contacts and looking for business development opportunities. Attend client meetings and pitches where opportunities arise.
    Key Skills & Experience
    Extensive experience within asset transitions is required. Ability to demonstrate a high level of technical expertise within asset transitions. Strong analytical and numerical skills. Extensive project management experience. Excellent attention to detail and ability to look at input from third parties objectively. Strong appreciation of risk management procedures. Ability to draft clear and precise instructions. Able to take on a high level of responsibility from the outset. Excellentmunication skills. The ability to listen to the requirements of a project and then lead on it topletion. The ability to work effectively in a team including delegation. Willingness to manage internal and external clients and build strong relationships. Highly organised and a methodical thinker to ensure projects are prioritised appropriately. Willingness to manage multiple tasks to demanding timeframes when required. Be responsible for delivering projects to several colleagues at varying levels across different locations within the UK. Willingness to take ownership for the successfulpletion of projects. Strong leadership skills. Demonstrate integrity and professionalism.
    Demonstratedmitment to our Core Purpose
    Power in Partnership: We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice.
    What we offer you

    Isio is a people business, and we'remitted to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business . The variety of work that'll be available to you will enable you to do this.

    You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits .

    About Isio

    Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

    Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

    At Isio, we aremitted to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

    We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we wee applications from all suitably qualified candidates.

    If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email

    Department Investment Advisory Role Transitions Investment Locations Any Regional Office Remote status Hybrid Employment type Full-time Job ID XEwQc4AINqZt Read Less
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  • Senior Pensions Project Analyst  

    Isio
    - Belfast
    Apply Now
    Senior Pensions Project AnalystSenior Pensions Project Analyst We ar... Read More
    Senior Pensions Project AnalystSenior Pensions Project Analyst

    We are seeking a pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team.

    You will be responsible for the delivery of technical administration projects

    The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases;; data work; .CETV Top Up Exercises and No Further Liability exercises.

    This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle.

    What does the role entail?
    Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they arepleted on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports, highlighting key milestones, risks, and issues. Provide rmendations for improvement where necessary. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effectivemunication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintainprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes.
    What we're looking for
    Demonstrable experience of delivering administration services to Defined Benefit pension schemes. Experience of working on bulk projects including GMP, Data Rectification of De-risking. Strong analytical and problem-solving skills, with a keen eye for detail. Excellentmunication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous.
    What you can expect in return
    Apetitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work
    You can find out more about us and the benefits we offer here Isio - Careers & Benefits

    What's next?

    Click on the 'apply' and follow the simple application process on-line.

    At Isio, we aremitted to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

    We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we wee applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@isio

    Department Pensions Administration Role All Locations Multiple locations Remote status Hybrid Employment type Full-time Job ID 13c1GWvqlKad Read Less
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  • Investment Advisory & Private Capital - Senior...  

    Isio
    - London
    Apply Now
    Role Requirements Generate new investment ideas and produce mate... Read More
    Role Requirements Generate new investment ideas and produce materials to take to our clients and prospects Conduct due diligence meetings with managers to set fund ratings and assume responsibility for ongoing monitoring Participate in investment committee meetings and debates, and provide regular updates on investment views Attend client meetings as a research specialist Oversee junior members of the team to help them deliver research projects Deliver training to colleagues on related topics Potential for this role to expand into portfolio analyst role covering fund of fund products Experience and Competencies Required Working towards the CFA or similar exams, or qualified 4-7 years of experience in financial services with experience in manager research and understanding of the asset management industry and markets Experiences in one or more of the following asset classes would be ideal:Equity (Long-only)Multi AssetHedge Funds / Global MacroAlternative Risk Premia Excellent analytical and communication skills including strong presentation skills Preferred experience in day-to-day portfolio management (including portfolio construction and implementation) of a Fund of Funds portfolio. Experience in contributing to the investment strategy decisions of the fund - regarding asset allocation, portfolio construction and manager selection. Preferred experience in daily portfolio management/implementation duties - risk monitoring, exposure analysis, performance attribution, reporting etc. Preferred experience in collaborating with teams both internally and externally and across functions - Risk Management, Legal, Compliance, Data providers, Distribution partners, Fund Managers, and Technology, etc. Read Less
    Apply Now

  • Technical and Quality Assurance Analyst  

    Isio
    - Manchester
    Apply Now
    About Us Isio was ‘born’ in , and we’ve been challenging existing... Read More
    About Us Isio was ‘born’ in , and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning. Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society. Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out. And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE , with over boards of trustees, and across all sectors. Isio are committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK. We are a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days. We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones. We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. Isio Group are an equal opportunities employer and we welcome applications from all suitably qualified candidates. Senior Technical & Quality Assurance Analyst The Technical & Quality Assurance team is responsible for handling and analysing complaints and errors identified within the Operational teams. They provide expert advice and lead on improvement activities by identifying technical issues and learning from areas of good practice. The team reports to the Head of Technical & Quality Assurance and supports the Operational teams and senior managers.
    Role and Responsibilities The main duties of the role will include: Complaint and error handling. Assisting and completing audits covering the ISO , AAF and PASA accreditations. Completion of internal quality assurance audits, reviewing representative samples against internal and external standards. Identifying measures and performance indicators and implementing process improvements. Keeping up to date with technical standards and ensuring these are communicated and implemented across the Operational teams in a timely manner. Complaints and Errors Responsible for complaint and error handling and analysis, writing responses to complaints and errors, highlighting trends and risks and making recommendations for continuous improvement. Monitoring the Complaint and Error log and working with teams to manage and resolve complaints satisfactorily to completion. Liaising with the Risk and Operational teams to agree actions for cases that have potential liability, IDRP involvement and/or risk to reputational damage. Audit Supporting audits covering the AAF, ISO and PASA accreditations. Implementing improvements identified in audits. Performing the Quality Manager role within the ISO Quality Management System. Quality Assurance Identifying measures and performance indicators to ensure standards and statutory and legislative requirements are attained. Completing regular internal quality assurance audits, providing constructive feedback and ensuring continuous improvement programmes are implemented across the Operational teams. Reporting on results and outcomes of quality assurance audits to senior management. Process / Best Practice Identifying, developing and implementing processes and procedures in line with best practice. Training individuals and teams to ensure adherence to internal quality standards and statutory and legislative requirements. Creating and maintaining a suite of standard letters, communications and member web to ensure compliance with internal standards and statutory and legislative requirements. Technical Communicate and embed technical and regulatory changes across the Operational teams. Attending internal and external meetings to provide technical support and guidance on related client administration issues. Provide concise technical and regulatory updates as well as nationwide projects (e.g. Pension Dashboard) for both internal and external parties including senior colleagues and clients. Answering technical queries from the Operational teams in conjunction with the Isio Research and Development team to deliver the right outcomes and outstanding customer service. Managing the technical enquiry mailbox. Maintain the content of Isio’s Technical information hub. Recording and publishing technical queries and updating and improving standard procedures as necessary. Experience and Competencies Required The ideal candidate will already be working within the Third-Party Administration sector and should possess strong communication and advanced numerical skills. They should be team orientated but also have the ability to work alone with minimal supervision. They will have excellent interpersonal skills and a logical approach to problem solving, as well as being curious on how things could be improved. They will have the ability to work under pressure and to deadlines. The experience and competencies that are required by an individual to successfully undertake this role are outlined below. Essential : Several years experience of delivering administration services to Defined Benefit pension schemes. Desire to improve standards, identify gaps/risks and develop new procedures to address these. Excellent complaint handling and communication skills. Experience of audit management and implementing continuous improvement programmes. Exceptional technical and legislative knowledge and understanding how these impact the Operational teams and systems. Significant experience of training and developing others. Experience of preparing reports and communicating both internally and externally in writing and in person. Desirable : A-Level or equivalent. APMI, DPA or equivalent professional qualification. Experience of Profund, oPen 2 and Intellipen. Experience of Bizflow. Experience of supporting AAF, ISO and PASA accreditations. Read Less
    Apply Now

  • Senior Technical and Quality Assurance Analyst  

    Isio
    - Birmingham
    Apply Now
    About Us Isio was ‘born’ in , and we’ve been challenging existing... Read More
    About Us Isio was ‘born’ in , and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning. Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society. Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out. And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE , with over boards of trustees, and across all sectors. Isio are committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK. We are a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days. We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones. We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. Isio Group are an equal opportunities employer and we welcome applications from all suitably qualified candidates. Senior Technical & Quality Assurance Analyst The Technical & Quality Assurance team is responsible for handling and analysing complaints and errors identified within the Operational teams. They provide expert advice and lead on improvement activities by identifying technical issues and learning from areas of good practice. The team reports to the Head of Technical & Quality Assurance and supports the Operational teams and senior managers.
    Role and Responsibilities The main duties of the role will include: Complaint and error handling. Assisting and completing audits covering the ISO , AAF and PASA accreditations. Completion of internal quality assurance audits, reviewing representative samples against internal and external standards. Identifying measures and performance indicators and implementing process improvements. Keeping up to date with technical standards and ensuring these are communicated and implemented across the Operational teams in a timely manner. Complaints and Errors Responsible for complaint and error handling and analysis, writing responses to complaints and errors, highlighting trends and risks and making recommendations for continuous improvement. Monitoring the Complaint and Error log and working with teams to manage and resolve complaints satisfactorily to completion. Liaising with the Risk and Operational teams to agree actions for cases that have potential liability, IDRP involvement and/or risk to reputational damage. Audit Supporting audits covering the AAF, ISO and PASA accreditations. Implementing improvements identified in audits. Performing the Quality Manager role within the ISO Quality Management System. Quality Assurance Identifying measures and performance indicators to ensure standards and statutory and legislative requirements are attained. Completing regular internal quality assurance audits, providing constructive feedback and ensuring continuous improvement programmes are implemented across the Operational teams. Reporting on results and outcomes of quality assurance audits to senior management. Process / Best Practice Identifying, developing and implementing processes and procedures in line with best practice. Training individuals and teams to ensure adherence to internal quality standards and statutory and legislative requirements. Creating and maintaining a suite of standard letters, communications and member web to ensure compliance with internal standards and statutory and legislative requirements. Technical Communicate and embed technical and regulatory changes across the Operational teams. Attending internal and external meetings to provide technical support and guidance on related client administration issues. Provide concise technical and regulatory updates as well as nationwide projects (e.g. Pension Dashboard) for both internal and external parties including senior colleagues and clients. Answering technical queries from the Operational teams in conjunction with the Isio Research and Development team to deliver the right outcomes and outstanding customer service. Managing the technical enquiry mailbox. Maintain the content of Isio’s Technical information hub. Recording and publishing technical queries and updating and improving standard procedures as necessary. Experience and Competencies Required The ideal candidate will already be working within the Third-Party Administration sector and should possess strong communication and advanced numerical skills. They should be team orientated but also have the ability to work alone with minimal supervision. They will have excellent interpersonal skills and a logical approach to problem solving, as well as being curious on how things could be improved. They will have the ability to work under pressure and to deadlines. The experience and competencies that are required by an individual to successfully undertake this role are outlined below. Essential : Several years experience of delivering administration services to Defined Benefit pension schemes. Desire to improve standards, identify gaps/risks and develop new procedures to address these. Excellent complaint handling and communication skills. Experience of audit management and implementing continuous improvement programmes. Exceptional technical and legislative knowledge and understanding how these impact the Operational teams and systems. Significant experience of training and developing others. Experience of preparing reports and communicating both internally and externally in writing and in person. Desirable : A-Level or equivalent. APMI, DPA or equivalent professional qualification. Experience of Profund, oPen 2 and Intellipen. Experience of Bizflow. Experience of supporting AAF, ISO and PASA accreditations. Read Less
    Apply Now

  • Industrial Placement- Pensions Administration -...  

    Isio
    - Manchester
    Apply Now
    About Us Without careful consideration today, tomorrow’s pensions... Read More
    About Us Without careful consideration today, tomorrow’s pensions don’t exist. That’s where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come. Isio provides full-service pensions consultancy to over clients, from third-party administration through to actuarial expertise, investment advice and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March out of KPMG UK’s pensions practice and has grown to over people working across 10 offices throughout the UK. Careers at Isio We’re a people first business, so we want to make sure that you are supported to reach your career goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days. We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones. We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. We are keen to support those starting their career at Isio with building a strong foundation for success - Isio will provide a great experience working alongside experienced professionals. You will have the opportunity to help fulfil our purpose of creating better outcomes for our clients, their members and society by empowering and developing our people. Isio is growing at a fast and exciting pace. Starting your career at Isio will be a great balance of working with experts in their field within an innovative organisation that is looking to drive positive and innovative change in its sector. Graduates at Isio have acknowledged their positive experience, as shown by our ranking as the Top Employer for Graduates to work for in Consulting according to the Job Crowd rankings. Programme: Pensions Administration, Belfast – Industrial Placement – /25 Length of programme: 12 months: 3 July – 20 June Locations:  Manchester, 3 Hardman Street, Manchester, M3 3HF  Entry Requirements: To apply for this role, you need to be: attending university for your final year of study in September ; available for full time work from 3 July to 20 June ; and on track to achieve a 2.1 in your university degree (we are open to applications from those studying any subject). Working as a Pensions Administrator at Isio Pension schemes are part of the backbone of the UK savings industry – relied on by millions of people to provide a reliable and secure income in retirement. Isio’s third-party pensions administration team is founded on excellence. We support our clients in providing the best possible experience for their employees and pension scheme members. We use powerful proprietary technology and our experienced teams to manage the operation of pension schemes effectively. Pensions Administration is a key growth area for Isio and this industrial placement programme offers the opportunity to get more insight and build valuable experience of both technical pensions knowledge and effective workplace skills. From day one you will be part of our support team that provides a first-class customer service to pension scheme members. You will be involved in providing the administration services to a portfolio of pension scheme clients that range in size. You will be trained how to manage all day-to-day activities across your allocated client portfolio as well as helping to deliver reports and ad-hoc projects. Success in the placement may well lead to an offer to start a career in Pensions Administration after you complete university without needing to apply. What you will be doing During your placement you will get the opportunity to develop analytical and problem-solving skills whilst working as part of a team. You will get to be involved with the work that we do for our clients including: Calculating individual member benefits. Drafting communications. Prioritising work to ensure delivery in accordance with client Service Level Agreements. Processing member and scheme events within targets ensuring compliance with internal standards and scheme and legislative rules. Sensitively and accurately assisting members with their queries to ensure we deliver a first-class service. Preparing cashflows and disinvestment requests to meet upcoming payments due from the scheme bank accounts. Participating in administration specific reports and projects. What we are looking for in Industrial Placement students in our Pensions Administration team As a people first business personal attributes are just as important as academic qualifications. So, there’s a few things we’re looking for from our placement students including: Enthusiastic team players who are willing to learn and grow. Strong interpersonal and customer service skills including empathetic listening. The ability to maintain a good level of self-discipline and time management. Effective numerical ability. Excellent organisational skills. A passion and energy to help us exceed our clients’ expectations and deliver against tight deadlines. We will also be looking to see how applicants align to our core beliefs: Power in Partnership : We work in partnership with our clients and each other – building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients and society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First : We recognise that pensions is a people business. People are the source of Isio’s expertise, and it is people’s lives that we affect through our advice. Read Less
    Apply Now

  • Technical and Quality Assurance Analyst  

    Isio
    - Croydon
    Apply Now
    About Us Isio was ‘born’ in , and we’ve been challenging existing... Read More
    About Us Isio was ‘born’ in , and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning. Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society. Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out. And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE , with over boards of trustees, and across all sectors. Isio are committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK. We are a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days. We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones. We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. Isio Group are an equal opportunities employer and we welcome applications from all suitably qualified candidates. Senior Technical & Quality Assurance Analyst The Technical & Quality Assurance team is responsible for handling and analysing complaints and errors identified within the Operational teams. They provide expert advice and lead on improvement activities by identifying technical issues and learning from areas of good practice. The team reports to the Head of Technical & Quality Assurance and supports the Operational teams and senior managers.
    Role and Responsibilities The main duties of the role will include: Complaint and error handling. Assisting and completing audits covering the ISO , AAF and PASA accreditations. Completion of internal quality assurance audits, reviewing representative samples against internal and external standards. Identifying measures and performance indicators and implementing process improvements. Keeping up to date with technical standards and ensuring these are communicated and implemented across the Operational teams in a timely manner. Complaints and Errors Responsible for complaint and error handling and analysis, writing responses to complaints and errors, highlighting trends and risks and making recommendations for continuous improvement. Monitoring the Complaint and Error log and working with teams to manage and resolve complaints satisfactorily to completion. Liaising with the Risk and Operational teams to agree actions for cases that have potential liability, IDRP involvement and/or risk to reputational damage. Audit Supporting audits covering the AAF, ISO and PASA accreditations. Implementing improvements identified in audits. Performing the Quality Manager role within the ISO Quality Management System. Quality Assurance Identifying measures and performance indicators to ensure standards and statutory and legislative requirements are attained. Completing regular internal quality assurance audits, providing constructive feedback and ensuring continuous improvement programmes are implemented across the Operational teams. Reporting on results and outcomes of quality assurance audits to senior management. Process / Best Practice Identifying, developing and implementing processes and procedures in line with best practice. Training individuals and teams to ensure adherence to internal quality standards and statutory and legislative requirements. Creating and maintaining a suite of standard letters, communications and member web to ensure compliance with internal standards and statutory and legislative requirements. Technical Communicate and embed technical and regulatory changes across the Operational teams. Attending internal and external meetings to provide technical support and guidance on related client administration issues. Provide concise technical and regulatory updates as well as nationwide projects (e.g. Pension Dashboard) for both internal and external parties including senior colleagues and clients. Answering technical queries from the Operational teams in conjunction with the Isio Research and Development team to deliver the right outcomes and outstanding customer service. Managing the technical enquiry mailbox. Maintain the content of Isio’s Technical information hub. Recording and publishing technical queries and updating and improving standard procedures as necessary. Experience and Competencies Required The ideal candidate will already be working within the Third-Party Administration sector and should possess strong communication and advanced numerical skills. They should be team orientated but also have the ability to work alone with minimal supervision. They will have excellent interpersonal skills and a logical approach to problem solving, as well as being curious on how things could be improved. They will have the ability to work under pressure and to deadlines. The experience and competencies that are required by an individual to successfully undertake this role are outlined below. Essential : Several years experience of delivering administration services to Defined Benefit pension schemes. Desire to improve standards, identify gaps/risks and develop new procedures to address these. Excellent complaint handling and communication skills. Experience of audit management and implementing continuous improvement programmes. Exceptional technical and legislative knowledge and understanding how these impact the Operational teams and systems. Significant experience of training and developing others. Experience of preparing reports and communicating both internally and externally in writing and in person. Desirable : A-Level or equivalent. APMI, DPA or equivalent professional qualification. Experience of Profund, oPen 2 and Intellipen. Experience of Bizflow. Experience of supporting AAF, ISO and PASA accreditations. Read Less
    Apply Now

  • Apprentice- Actuarial & Consulting- Birmingham ...  

    Isio
    - Manchester
    Apply Now
    About Us: Without careful consideration today, tomorrow’s pensions... Read More
    About Us: Without careful consideration today, tomorrow’s pensions don’t exist. That’s where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come. Isio provides full-service pensions consultancy to our + corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March out of KPMG UK’s pensions practice and has grown to over people working across 10 offices across the UK. Starting your Career at Isio We’re a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days. We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones. We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. We are keen to support those starting their career at Isio with building a strong foundation for success. Whether as a Graduate, Industrial Placement student, summer intern or as an Apprentice, Isio will provide a great experience working alongside experienced professionals. You will have the opportunity to help fulfil our purpose of creating better outcomes for our clients, their members and society by empowering and developing our people. Isio is growing at a fast and exciting pace. Starting your career at Isio will be a great balance of working with experts in their field within an innovative organisation that is looking to drive positive and innovative change in its sector. Apprentices at Isio have acknowledged their positive experience, as shown by our ranking as the Top Employer for Apprentices to work for in Consulting according to the Job Crowd rankings. Programme: Actuarial (Pensions) Apprenticeship - Length of programme: The offer of employment will be on a permanent basis . We anticipate our Apprentices will complete a Level 4 Actuarial Technician Apprenticeship within 2 years. This will be followed with progression to a Level 7 Actuary Apprenticeship which will take approximately 3 years. Locations: Birmingham: 1 Colmore Square, Birmingham, B4 6aj  Entry Requirements: To apply for this Apprenticeship you need to be available for full-time employment from 1 September . You will need to have achieved the academic qualifications. GCSE in English and Maths at Grade 4 or C or an equivalent, or higher Qualifications equivalent to 64 UCAS points (since ), or UCAS points (before ) across 3 A Levels or equivalent qualifications. Working as an Actuarial Apprentice at Isio will require a good level of numerical ability which will be assessed during our recruitment process. Actuarial Apprenticeships– the opportunity Pension schemes are part of the backbone of the UK savings industry – relied on by millions to provide a reliable and secure income in retirement. However, whilst remaining an important part of how organisations pay and reward their employees, they also often pose significant financial risks. Balancing the costs and risks of a pension scheme as well as meeting best practice governance requirements is becoming increasingly complex – yet essential for a pension scheme to succeed. The needs of the industry, individuals and our clients are ever changing. At Isio, we constantly look at ways to innovate and develop new solutions to overcome these challenges through our Actuarial & Consulting services. An actuarial career in pensions requires a high level of both numeracy and communication skills – as well as the enthusiasm and drive needed to gain professional qualifications and succeed in a fast-moving market. Our clients value strong technical knowledge in understanding the required capacity of pension funds. Isio’s Actuarial Apprenticeship programme offers the opportunity to get more insight and build valuable experience of both technical actuarial knowledge and skills and effective workplace skills. What you will be doing As an industry leader, we offer a wide range of opportunities for graduates to train and build their core consulting and analytical skills. But we also want to hear your views and help you introduce fresh ways of thinking. Some of the things you’ll be involved in as an actuarial Apprentice are below but remember, our work stretches beyond pensions and that’s where we set ourselves apart. Applying actuarial skills and concepts to calculate the value of pension and other benefits for employers and trustees. Financial modelling and risk analysis to help clients understand their future pension obligations and principal risks. Advising clients on their pensions strategy and how to manage these risks, both on a day-to-day basis and when considering a long-term objective. Designing and implementing employee communication programmes. Helping clients understand and manage accounting, tax and legislative changes that affect their pension schemes. Contributing to proposals for new business opportunities. Attending client meetings and explaining the team’s work During your Apprenticeship you will get the opportunity to develop analytical skills while observing how we effectively consult for our clients. You will get to be involved in work we do to for our clients including: Calculation work either on an individual member or company basis. Building financial models involving statistical methods. Drafting communication materials. Helping with identifying and researching business opportunities. Sharing knowledge with colleagues throughout the Isio supporting our goal to continuously improve the service we offer our clients. Training and Development We will support you in working with our training partner to complete a Level 4 Actuarial Technician Apprenticeship. Alongside this you will also benefit from in-house training technical actuarial skills, knowledge, and key workplace skills. After successful completion of your Level 4 Apprenticeship the aim will be to support you in achieving qualification as an Actuary as a Fellow of the Institute of Actuaries through a Level 7 Apprenticeship. Isio’s Graduate Programme is just the start. It will give you a strong foundation, great client experience, professional training, and core consulting skills. Given our exciting growth plans, there are opportunities to progress a really varied career as an Actuary in Pensions as you build specialist skills and knowledge in your field of interest (obviously this is subject to what our clients’ needs are too). Throughout your career you’ll be offered ongoing support and opportunities to develop your expertise, both on challenging client projects and through training. As we extend beyond pensions, and you move through your career you’ll also be given the opportunity to branch out and broaden your horizons. Some of the extra experiences you could get involved with include broader employee benefit design and advice, financial coaching, and wealth management. We also have a growing Digital Solutions team, helping us innovate and using technology to drive change in our industry through the development of digital risk management tools, member engagement applications and other web-based software applications. We’re also considering the use of AI and how big and complex data solutions can be applied across the whole industry to help change it for the better. What we are looking for in Actuarial Apprentices We are keen to recruit Apprentices who have a strong interest in this work, have good numerical skills, and can communicate with a wide range of people. We are looking for Apprentices who are enthusiastic and self-motivated to be part of a team and show good levels of self-discipline and time management. We will also be looking to see how applicants align to our core beliefs: Power in Partnership : We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First : We recognise that pensions is a people business. People are the source of Isio’s expertise, and it is people’s lives that we affect through our advice. Read Less
    Apply Now

  • Industrial Placement- Actuarial & Consulting- B...  

    Isio
    - Belfast
    Apply Now
    About Us Isio was ‘born’ in , and we’ve been challenging existing... Read More
    About Us Isio was ‘born’ in , and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. That’s because we know that only by improving on what’s been accepted in the past, can we provide the financial confidence our clients deserve. And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE , with over boards of trustees, and across all sectors. Creating greater levels of confidence in financial decision-making for companies, trustees and individuals. Starting your Career at Isio We’re a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days. We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. We are keen to support those starting their career at Isio with building a strong foundation for success. Whether as a Graduate, Industrial Placement student, Summer intern or as an Apprentice, Isio will provide a great experience working alongside experienced professionals. You will have the opportunity to help fulfil our purpose of creating better outcomes for our clients, their members and society by empowering and developing our people. Isio is growing at a fast and exciting pace. Starting your career at Isio will be a great balance of working with experts in their field within an innovative organisation that is looking to drive positive and innovative change in its sector. Graduates at Isio have acknowledged their positive experience, as shown by our ranking as the Top Employer for Graduates to work for in Consulting according to the Job Crowd rankings. Programme:  Actuarial & Consulting – Industrial Placement – - Length of programme: 12 months: 3 July – 20 June Locations:   Belfast: Donegall Square South, Belfast, BT1 5LR  Entry Requirements: To apply for this role, you need to be available for full time work from 3 July -20 June and be attending university for your final year of study in September . We are open to applications from those studying any subject. Studying towards the actuarial exams will require strong mathematical skills and a keen interest in financial concepts. More information about being a ‘student actuary’ can be found here. What we are looking for in Industrial placement students in our Actuarial teams As a people first business personal attributes are just as important as academic qualifications. So, there’s a few things we’re looking for from our graduates including: Enthusiastic team players who are willing to learn and grow. A passion and energy to help us exceed our clients’ expectations and deliver against tight deadlines. Strong analytical and problem-solving skills, a natural curiosity and interest in the business world, and a global, forward-thinking mindset are also key. The ability to maintain a good level of self-discipline and time management  We will also be looking to see how applicants align to our core beliefs: Power in Partnership : We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First : We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice   Working as an Actuary in Pensions at Isio Pension schemes are part of the backbone of the UK savings industry – relied on by millions to provide a reliable and secure income in retirement. However, whilst remaining an important part of how organisations pay and reward their employees, they also often pose significant financial risks. Balancing the costs and risks of a pension scheme as well as meeting best practice governance requirements is becoming increasingly complex – yet essential for a pension scheme to succeed. The needs of the industry, individuals and our clients are ever changing. At Isio, we constantly look at ways to innovate and develop new solutions to overcome these challenges through our Actuarial & Consulting services. An actuarial career in pensions requires a high level of both numeracy and communication skills – as well as the enthusiasm and drive needed to gain professional qualifications and succeed in a fast-moving market. Our clients value strong technical knowledge in understanding the required capacity of pension funds Isio’s Actuarial industrial placement programme offers the opportunity to get more insight and build valuable experience of both technical actuarial knowledge and skills and effective workplace skills What you will be doing During your placement you will get the opportunity to develop analytical skills while observing how we effectively consult for our clients. You will get to be involved in work we do to for our clients including: Calculation work either on an individual member or company basis. Building financial models involving statistical methods. Drafting communication materials. Helping with identifying and researching business opportunities. Sharing knowledge with colleagues throughout the Isio supporting our goal to continuously improve the service we offer our clients Isio’s aim is that we Isio’s aim is that we recognise those on an industrial placement who really apply themselves to the opportunity. Strong performance in your placement will lead to you being offered a Graduate role in Actuarial and Consulting at Isio for when you complete university without the need for an application. Read Less
    Apply Now

  • Apprentice- Actuarial & Consulting- Reading 202...  

    Isio
    - Manchester
    Apply Now
    About Us: Without careful consideration today, tomorrow’s pensions... Read More
    About Us: Without careful consideration today, tomorrow’s pensions don’t exist. That’s where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come. Isio provides full-service pensions consultancy to our + corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March out of KPMG UK’s pensions practice and has grown to over people working across 10 offices across the UK. Starting your Career at Isio We’re a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days. We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones. We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. We are keen to support those starting their career at Isio with building a strong foundation for success. Whether as a Graduate, Industrial Placement student, summer intern or as an Apprentice, Isio will provide a great experience working alongside experienced professionals. You will have the opportunity to help fulfil our purpose of creating better outcomes for our clients, their members and society by empowering and developing our people. Isio is growing at a fast and exciting pace. Starting your career at Isio will be a great balance of working with experts in their field within an innovative organisation that is looking to drive positive and innovative change in its sector. Apprentices at Isio have acknowledged their positive experience, as shown by our ranking as the Top Employer for Apprentices to work for in Consulting according to the Job Crowd rankings. Programme: Actuarial (Pensions) Apprenticeship - Length of programme: The offer of employment will be on a permanent basis . We anticipate our Apprentices will complete a Level 4 Actuarial Technician Apprenticeship within 2 years. This will be followed with progression to a Level 7 Actuary Apprenticeship which will take approximately 3 years. Locations:  Reading:  Thames Tower, Station Road, Reading RG1 1LX Entry Requirements: To apply for this Apprenticeship you need to be available for full-time employment from 1 September . You will need to have achieved the academic qualifications. GCSE in English and Maths at Grade 4 or C or an equivalent, or higher Qualifications equivalent to 64 UCAS points (since ), or UCAS points (before ) across 3 A Levels or equivalent qualifications. Working as an Actuarial Apprentice at Isio will require a good level of numerical ability which will be assessed during our recruitment process. Actuarial Apprenticeships– the opportunity Pension schemes are part of the backbone of the UK savings industry – relied on by millions to provide a reliable and secure income in retirement. However, whilst remaining an important part of how organisations pay and reward their employees, they also often pose significant financial risks. Balancing the costs and risks of a pension scheme as well as meeting best practice governance requirements is becoming increasingly complex – yet essential for a pension scheme to succeed. The needs of the industry, individuals and our clients are ever changing. At Isio, we constantly look at ways to innovate and develop new solutions to overcome these challenges through our Actuarial & Consulting services. An actuarial career in pensions requires a high level of both numeracy and communication skills – as well as the enthusiasm and drive needed to gain professional qualifications and succeed in a fast-moving market. Our clients value strong technical knowledge in understanding the required capacity of pension funds. Isio’s Actuarial Apprenticeship programme offers the opportunity to get more insight and build valuable experience of both technical actuarial knowledge and skills and effective workplace skills. What you will be doing As an industry leader, we offer a wide range of opportunities for graduates to train and build their core consulting and analytical skills. But we also want to hear your views and help you introduce fresh ways of thinking. Some of the things you’ll be involved in as an actuarial Apprentice are below but remember, our work stretches beyond pensions and that’s where we set ourselves apart. Applying actuarial skills and concepts to calculate the value of pension and other benefits for employers and trustees. Financial modelling and risk analysis to help clients understand their future pension obligations and principal risks. Advising clients on their pensions strategy and how to manage these risks, both on a day-to-day basis and when considering a long-term objective. Designing and implementing employee communication programmes. Helping clients understand and manage accounting, tax and legislative changes that affect their pension schemes. Contributing to proposals for new business opportunities. Attending client meetings and explaining the team’s work During your Apprenticeship you will get the opportunity to develop analytical skills while observing how we effectively consult for our clients. You will get to be involved in work we do to for our clients including: Calculation work either on an individual member or company basis. Building financial models involving statistical methods. Drafting communication materials. Helping with identifying and researching business opportunities. Sharing knowledge with colleagues throughout the Isio supporting our goal to continuously improve the service we offer our clients. Training and Development We will support you in working with our training partner to complete a Level 4 Actuarial Technician Apprenticeship. Alongside this you will also benefit from in-house training technical actuarial skills, knowledge, and key workplace skills. After successful completion of your Level 4 Apprenticeship the aim will be to support you in achieving qualification as an Actuary as a Fellow of the Institute of Actuaries through a Level 7 Apprenticeship. Isio’s Graduate Programme is just the start. It will give you a strong foundation, great client experience, professional training, and core consulting skills. Given our exciting growth plans, there are opportunities to progress a really varied career as an Actuary in Pensions as you build specialist skills and knowledge in your field of interest (obviously this is subject to what our clients’ needs are too). Throughout your career you’ll be offered ongoing support and opportunities to develop your expertise, both on challenging client projects and through training. As we extend beyond pensions, and you move through your career you’ll also be given the opportunity to branch out and broaden your horizons. Some of the extra experiences you could get involved with include broader employee benefit design and advice, financial coaching, and wealth management. We also have a growing Digital Solutions team, helping us innovate and using technology to drive change in our industry through the development of digital risk management tools, member engagement applications and other web-based software applications. We’re also considering the use of AI and how big and complex data solutions can be applied across the whole industry to help change it for the better. What we are looking for in Actuarial Apprentices We are keen to recruit Apprentices who have a strong interest in this work, have good numerical skills, and can communicate with a wide range of people. We are looking for Apprentices who are enthusiastic and self-motivated to be part of a team and show good levels of self-discipline and time management. We will also be looking to see how applicants align to our core beliefs: Power in Partnership : We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First : We recognise that pensions is a people business. People are the source of Isio’s expertise, and it is people’s lives that we affect through our advice. Read Less
    Apply Now
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