DC Investment 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 investment specialism offers full investment consulting services to trustees, sponsors and governance committees of DC pension schemes. Our DC Investment team has grown significantly over the last few years and is a key growth area for Isio over the next few years due to the increasing demand for quality investment advice in the DC market.

We are looking for individuals with excellent investment 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 investment advice to our DC clients, there is also an opportunity to be involved in business development, provider and fund manager research and internal functions to suit candidates strengths and previous experience.

Role and Responsibilities:

• Lead DC investment consulting role on a portfolio of DC clients as well as supporting Partner/Director advising large Own Trust and Master Trusts.
• Contribute to strategic thinking for large and complex DC clients so strategies continue to be fit for purpose.
• Involvement in designing and implementing innovative DC investment strategies for the modern world.
• Attending client meetings and delivering advice on a range of topics.
• Contributing to new business activities including creating opportunities and involvement with tender submissions and pitches.
• Contributing to thought leadership on new issues being considered for default strategy design and evolution.
• Involvement in researching DC provider default strategies as well as individual DC funds for bespoke solutions.
• Supporting wider DC team advising clients looking to change providers or DC vehicle.
• Taking responsibility for drafting or reviewing reports and managing the work undertaken by members of the team.
• Internal management functions including development of junior team members (including coaching and performance management).

Experience and Competencies Required:

• Applicants are expected to be FIA/FFA or CFA/CISI qualified (or equivalent).
• Growth mindset.
• Strong analytical skills.
• Extensive previous investment consulting experience (ideally DC related).
• The ability to take on a high level of responsibility.
• 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.

You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits.

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.

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@ISIO.com