Senior Pension Scheme Events Analyst

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

Role and Responsibilities:

We are seeking a Senior Pension Scheme Events Analyst to support our pension scheme administration service.

This role is specifically intended to support the operational teams in delivering scheme events alongside business-as-usual operations. You will be part of the scheme events team and will be responsible for managing, processing and checking key annual and periodic pension scheme events across our portfolio of clients.

You will be required to simultaneously deliver a number of different technical scheme-level events 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 processing and checking technical scheme-level events is our primary requirement.

The types of scheme events you will be asked to work on will include: pension increase exercises; annual Defined Benefit and Defined Contribution renewals and benefit statements; Pension Savings Statements, Scheme-specific data reports; valuation data provision; contribution and lifestyling cycles.

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 processing and checking a mix of scheme events prioritised by their delivery dates and operational importance.

Reporting to the Scheme Events 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 scheme events. 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 scheme events that will require strong technical skills and a good understanding of pension legislation. You will be expected to deliver scheme events rather than manage resources and we are therefore looking for someone with experience of delivering scheme events 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 scheme level role and a new challenge.

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

Role and Responsibilities

• Prioritising and managing competing scheme events to ensure delivery in accordance with client Service Level Agreements.
• Processing scheme events within targets ensuring they comply with internal standards and scheme and legislative rules.
• Peer reviewing and checking scheme events processed by other team members to ensure they comply with the scheme rules and legislation.
• Producing bulk statements and mailings, preparing and analysing data and producing reports.
• 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 events.
• Keeping up to date with technical and scheme changes.
• 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.
• Excellent organisational skills and the ability to manage multiple events and meet tight deadlines.
• Strong technical pensions and legislative knowledge and understanding.
• A high level of mathematical competency and experience in data collation and manipulation using complex excel functions.
• Experience of working in a third-party administration environment.
• Strong MS office skills.

Desirable

• PMI DPA, CPC or equivalent professional qualification.
• Experience of Profund oPen 2.
• 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 bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• Where required study support including study days, materials and exam entry support.

What’s next?

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

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.