We’re growing and we want you to be part of our journey.

Senior Pensions Project Analyst

We are seeking a Senior Pensions Project Analyst to support our pension scheme administration service.

This role is specifically intended to support the operational teams in delivering scheme projects alongside business-as-usual operations. You will be supporting the operational teams in the delivery of technical administration projects but will not have any direct client operational/portfolio responsibilities. This role is designed to help us quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations.

With the support of administrators and team leaders you will be required to simultaneously deliver a number of different technical projects for clients. Organisational skills and the ability to prioritise competing demands are therefore essential. Whilst some knowledge of project management tools is advantageous it is not essential for this role. Previous experience of working on and delivering technical administration projects is our primary requirement.

The types of projects you will be asked to work on will include: GMP reconciliation projects; GMP equalisation projects; benefit analysis and rectification work; new scheme implementations; individual technical or high priority cases; scheme events; support and cover for the operational teams when necessary.

The work is extremely varied, and you will be supported by an experienced and knowledgeable team. You will be expected to adapt quickly and to spend your time working on a mix of projects prioritised by their commercial and operational importance.

Reporting to the project team leader you will be expected to work independently. Whilst the role does not have any direct management responsibilities you will be expected to work alongside the operational teams and manage any resources allocated to you for the delivery of your projects. This could include systems analysts, administrators or third-party suppliers.

We are firstly looking for a technical administration specialist rather than someone from a project or client management background. You will be working on a range of projects that will require strong technical skills and a good understanding of pension legislation. You will be expected to deliver projects rather than manage resources and we are therefore looking for someone with experience of delivering administration projects rather than managing projects. Ideally you will have experience in working in a similar role or will have a strong technical background in pensions administration and are looking for a pensions project based role and a new challenge.

This role can be based in our city centre offices in Birmingham, Manchester, Reading, Croydon, Edinburgh Leeds or Bristol.

Role and Responsibilities

• Prioritising project and scheme work to ensure delivery in accordance with client Service Level Agreements.
• Processing scheme events and projects within targets ensuring it complies with internal standards and scheme and legislative rules.
• Peer reviewing and checking member and scheme events processed by less experienced Administrators to ensure they comply with the scheme rules and legislation.
• Producing letters, emails and reports based on set templates as well as producing bespoke letters, emails and reports where required.
• Maintain a culture which reflects Isio’s values and puts the member at the heart of all activities.
• Attendance of Trustee or client meetings.
• Attending internal and external meetings to provide support and guidance on scheme event and project related administration issues.
• Keeping up to date with technical and scheme changes.
• Supporting and covering the operational teams where necessary.
• Identifying and recording non-core fee events.
• Liaising with contacts to maintain and build strong client relationships.

Key Skills & Experience

Essential

• Demonstrable experience of delivering administration services to Defined Benefit pension schemes.
• Strong technical pensions and legislative knowledge and understanding.
• Where pension experience is limited a high level of mathematical competency and experience in data collation and manipulation using complex excel functions is required.
• Experience of working in a third-party administration environment.
• Strong MS office skills.

Desirable

• DPA or equivalent professional qualification.
• Experience of Profund oPen 2.
• Experience of Bizflow.
• HMRCs Shared Workspace
• Experience of interacting with clients/trustees.

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.

What we offer you

Isio is a people business, and we’re committed 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.

On top, we also offer:

• A competitive remuneration package, including a discretionary bonus scheme
• A defined contribution pension scheme
• Life insurance
• Healthcare benefits
• Income protection
• 25 days annual leave, plus bank holidays and two ‘Company’ days – a celebration day for you and an extra day over Christmas, and the option to purchase additional holidays
• Corporate Social Responsibility (CSR) allowance
• Flexible working
• A flexible benefits package
• Development programmes including technical and non-technical training support and mentor programmes
• We offer market leading study support to pursue professional qualifications via the Pensions Management Institute with salary increases awarded for exam passes.

What’s next?

Click on ‘apply’ below and follow the simple application process online.

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.com

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.

Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.

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 is an equal opportunities employer and we welcome applications from all suitably qualified candidates.