GMP Reconciliation & Rectification - Assistant Manager in Birmingham

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.

We work on a hybrid basis, offering the opportunity for colleagues to split their working time between working in the office, at client sites and at home. This role is likely to be based in either Belfast or Birmingham. 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.

Role And 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 - Whilst not essential, you may be currently pursuing FIA/FFA or PMI or equivalent qualifications and Isio are 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.

Why Join Isio

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact.

About Isio

A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

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 can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.