Employee Benefits DC consultant in Birmingham

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

Within our Employee Benefits business, our dedicated Defined Contribution specialism offers full DC consulting services to corporate clients, trusts and Master Trusts. Our DC team has grown significantly over the last few years and is a key growth area for Isio due to the increasing demand for DC and wider Employee Benefits support market. We are looking for individuals with excellent consulting skills, strong DC pensions technical skills and market knowledge, a commercial outlook and an entrepreneurial mindset.

Whilst the role is primarily to deliver quality advice and support to our DC clients, there is also an opportunity to be involved in business development, modelling and research and internal functions to suit candidates strengths and previous experience.

This role requires consultants to produce high quality deliverables addressing key client issues including:

• Pension provider reviews, analysis of tender responses and drafting of high quality summaries and reports.
• Cost benefit analysis for companies and/or trustees when they are considering changing pension vehicle/structure.
• Support with client benefit strategy, including technology, benefit reviews and benchmarking.
• Member communication materials working in conjunction with senior colleagues, clients, providers and other third parties.
• Provider proposition research and future developments across the market.
• Regular trustee reporting and Governance committee materials.

We will entrust you to:

• Effectively delegate and review work produced by junior colleagues, ensuring it is technically excellent.
• Prepare for and attend client meetings including presenting advice.
• Take responsibility for and manage small projects, including scoping and invoicing.
• Manage your own time effectively to consistently meet all deadlines.
• Regularly monitor all aspects of risk compliance.
• Help with identifying and researching business opportunities.
• Share knowledge with colleagues throughout the department.
• Support with wider reward and benefits consulting projects.

Good understanding of the UK DC pensions and/or Reward landscape and the issues facing our clients, this will likely come from a number of years of relevant work experience in this market in a similar role. Organised and able to prioritise your own tasks and manage small projects. Excellent written and verbal communication skills. The ability to work effectively in a team. Consistently able to work at a high level of intensity whilst maintaining a professional and positive approach. Proactive and commercial mindset. Willingness to contribute to the development of others. Whilst a specific qualification is not an essential requirement for this role, Isio will provide ongoing study support for those pursuing the CFA, PMI or CII exams.

Our ideal applicant would work alongside our existing DC team in either Manchester, London or Birmingham. However, we can offer suitable applicants the opportunity to work from our other Isio offices. We work on a hybrid basis with an expectation of working between home, office and client site. As a business we are great at building strong communities amongst our employees – both across locations and teams, hosting regular team building, charity, and social events.

• 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.

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. 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. 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.