GMP Reconciliation & Rectification - Assistant ... Actuarial & Consulting · Belfast ·

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

As part of this role you’ll be working in Isio’s Actuarial & Consulting team – over 400 pensions experts – actuaries and consultants advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors. We advise on everything from helping trustees and sponsors to manage their defined benefit plans, running large scale communications projects and implementing alternative reward and pension provision. The range of work we get involved with is vast and there’ll be opportunities for you to gain lots of great, new experiences, focus on working towards specialising in particular roles and put your skills to the test.

The GMP Reconciliation & Rectification - Assistant Manager leads GMP reconciliation and rectification projects for DB pension schemes, overseeing the review of historical GMP data, identifying discrepancies, and developing plans to correct member records. It acts as the main point of contact for clients, provides guidance to analysts, delivers insights to Trustees, and supports the growth of GMP advisory services.

Responsibilities

• Lead end-to-end GMP reconciliation projects for DB pension schemes, including data validation, reconciliation of scheme records with HMRC data and discrepancy rectification.
• Review gaps in historical GMP data, identified by analysts using tools like HMRC’s GMP Checker and proprietary reconciliation models.
• Review GMP entitlements for members and develop rectification plans for schemes with incomplete or inconsistent GMP records.
• Review GMP reconciliation reports for Trustees, including actionable insights on data gaps, financial impacts, and risk mitigation strategies.
• Act as the point of contact for Trustees, employers, and third-party administrators, presenting GMP reconciliation findings and GMP rectification plans in client meetings.
• Train analysts on GMP reconciliation methodologies and best practices.
• Identify opportunities to expand GMP advisory services, contributing to proposals and pitches for new clients.

Key Skills & Experience

• Qualifications - While not essential, you may be currently pursuing FIA/FFA or PMI or equivalent qualifications and Isio is happy to provide the relevant study support for your chosen path.
• Relevant Industry experience - You will likely have either a pensions administration or pensions actuarial background with a solid technical understanding of GMP reconciliation and rectification gained by working previously in a DB pensions consultancy environment or similar.
• Technical experience – Advanced proficiency in Excel for data manipulation and reconciliation.
• A great team worker – this will be as part of project teams, in-office teams and by supporting the development of others.

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships.
• 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.
• People First: We recognise that pensions is a people business.

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.

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.

At Isio, we are committed 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 welcome 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 at ISIO dot com.