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

Financial Wellbeing Senior Consultant - Reward & Benefits

Our Reward & Benefits team plays a central role in Isio’s ambition to broaden our offering beyond pensions. We expect to achieve further rapid growth as we take our expertise to market and we are looking for new talent to join the team.

Across our team we have experts in strategic benefit design, employee/member wellbeing and support, Defined Contribution pensions consulting, benefits technology and risk and healthcare. You can read more about these services here: Reward and Benefits (isio.com)

As a senior manager within our Employee and Member Support team, your primary role will be to help run our employee and member financial wellbeing and support proposition. This proposition covers all financial wellbeing support to individuals via employers and pension schemes, through a range of financial education, guidance and advice services.

This will include strategic and developmental input to the proposition, support with new business, consulting and day-to-day management of client accounts. The role could also involve some direct interaction with employees or scheme members via one-to-one financial coaching sessions, seminars or group workshops.

Whatever your background, we are looking for individuals with excellent consulting and organisational skills, financial awareness, empathy and the willingness to work across a range of evolving services to deliver the best possible outcomes for our clients and their employees/members.

You’ll work with people with differing areas of expertise and based in a variety of different offices.

Role and Responsibilities

• Involvement in designing, developing and implementing services for clients..
• Attending client meetings to understand client needs and to help their organisation provide support that meets the needs of their employees or members.
• Developing content relating to financial wellbeing for distribution to employees/members through seminars, workshops, videos or 1-1 discussions.
• Running projects to assist organisations in communicating with and supporting individuals to achieve better financial outcomes.
• Managing teams and resource who will deliver financial guidance and advice to individuals.
• Taking responsibility for drafting or reviewing content and managing the work undertaken by members of the team.
• Contributing to new business activities including involvement with tender submissions and pitches.

Key Skills & Experience

• Excellent listening skills, and ability to communicate complex topics in a simple way.
• Excellent organisational skills with dependability, and the ability to manage multiple projects at once.
• The ability to take on a high level of responsibility.
• Significant experience of working in a consulting or client management role.
• A passion for financial wellbeing and the desire to help people understand finances and money.
• Demonstrable technical knowledge of some financial, pensions and/or employee benefits areas, with a willingness to expand knowledge further.
• Good IT based experience, including MS Word, Excel, Outlook and PowerPoint.
• The ability to think objectively and without external influence.
• Commercial awareness and sound judgement.
• The ability to work effectively in a team including delegation.
• Willingness to manage clients and build strong relationships.

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.