Operational Excellence in Pensions - Assistant Consultant
About Us
Isio launched in March 2020, previously KPMG’s UK pensions practice, and is now one of the UK’s largest independent pensions advice and wealth management specialists. Isio combines actuarial expertise, third-party administration, investment consulting and DC specialism. Giving clear counsel and delivering better outcomes for pension scheme sponsors, trustees and members.
At Isio our primary purpose is to create better outcomes for clients, their members and society by empowering and developing our people. We strive to attract, retain and develop our people to create a culture which embraces difference, and provides creative solutions which drive value for us, our clients and our communities.
Isio is committed to equality, diversity and inclusion – what you are, and what you can be. We offer a competitive package and intelligent working solutions to promote this.
Operational Excellence in Pensions - Assistant Consultant
The Operational Excellence in Pensions (OeP) team has a vacancy for an Assistant Consultant who will be part of a national team. The role is to work with the team on projects to help clients assess and improve all aspects of Operational Delivery within Pensions with focus on administration, governance and data.
Role and Responsibilities:
- You will assist with the delivery of wide and varied projects to a number of our pension clients who include some of the largest and most complex DB and DC pensions schemes in the UK. We also work directly with pension providers and insurers and with public services schemes.
The OeP team works with our clients to deliver a broad range of services, including:
- Design and delivering reviews of administration operations, administration strategy, service improvement plans and administration provider tenders and selections.
- Data strategy projects, includingGMP-related exercises and benefit audits.
- Trustee Board Effectiveness assessments, governance structure reviews and risk management assessments
You will have the opportunity to get involved in the preparatory analysis required in the project delivery, prepare reports and participate in client meetings. You will be supported by more senior members of the team who will be keen to hear your ideas and help develop your potential.
Experience and Competencies Required
The ideal candidate is expected to have a some experience at a consultancy carrying out work similar to the role requirements. You will have some market knowledge and a passion for excellence in administration and governance of pensions.
- Good communication skills, problem-solving and a curious nature are essential.
- Ability to demonstrate strong team working skills is important as well as being able to demonstrate proactivity and initiative.
- An understanding of general pensions legislation as well as some experience in performing pension benefit calculations would be advantageous.
- Knowledge of a variety of administration packages, the TPA market (a background in administration may be helpful but not essential)
- Word, Powerpoint and Excel packages would also be advantageous.
You will have the opportunity to develop and build on your communication skills, team-leading skills, consulting skills and technical skills.
Demonstrated Commitment 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.
- Department
- Actuarial & Consulting
- Role
- OeP Consultant
- Locations
- Any Regional Office
- Employment type
- Full-time

Operational Excellence in Pensions - Assistant Consultant
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