Senior Manager - Workplace Health & Wellbeing in Reading

We’re growing and want you to be a part of our journey. As a senior member of the Workplace Health & Wellbeing (WHW) team, you will lead advisory relationships and drive business development across a portfolio of Risk clients, including large and complex schemes. You will act as a subject matter expert for Risk within WHW, modelling technical excellence and providing strategic direction across your portfolio and the wider team.

Role and Responsibilities

• Lead consultancy advice for a portfolio of Risk clients, including large, complex, and strategically significant schemes.
• Conduct detailed client reviews in line with renewal schedules and deliver high‑quality written reports outlining market findings, recommendations, and coverage specifications.
• Oversee implementation of policies, ensuring all arrangements, documentation and regulatory requirements are correctly and efficiently delivered.
• Identify and drive changes or restructuring needs across clients’ Risk arrangements, providing clear strategic advice and actionable recommendations.
• Where permissible, proactively explore opportunities to transition previous clients to Isio where appropriate and value‑adding.

Business Development & Market Engagement

• Drive business development activity, independently growing the portfolio and increasing profitability.
• Represent WHW in new business pitches and presentations where appropriate, acting as a trusted contact for incoming market opportunities.
• Participate in tender responses, strategic projects, and wider practice initiatives to support growth ambitions.
• Liaise with insurers to gather market intelligence, understand product developments, and ensure competitive and informed advice.

Operational Oversight & Relationship Management

• Oversee the day‑to‑day management of the client portfolio, ensuring all queries and issues are resolved promptly and to a high standard.
• Liaise effectively with colleagues, clients, and providers to maintain seamless service delivery and excellent client satisfaction.
• Assist with monitoring, supporting, and managing claims where required.
• Maintain an up‑to‑date understanding of insurer terms, market practice, legislation, and regulatory developments.

Leadership & Team Contribution

• Act as a senior contributor within the WHW leadership team, inputting into team strategy, processes, and development activities.
• Support colleagues by providing guidance on complex queries and contributing to the development of technical capability across the team.
• Build and sustain strong relationships with clients, colleagues, and providers, championing collaborative working and high service standards.
• Attend client meetings independently and deliver presentations to client and employee groups as required.

Key Skills & Experience

• Progress towards or possession of the Dip CII (or Advanced Diploma), with strong Risk knowledge and significant relevant industry experience.
• Extensive experience providing complex Risk advice, including strategic reviews, design and implementation of solutions.
• Broad understanding of relevant current and emerging financial legislation and regulation, with the ability to identify and capitalise on commercial opportunities.

Skills & Capabilities

• Strong analytical, numerical, and problem‑solving skills.
• Excellent written and verbal communication, negotiation, and presentation skills.
• Strong planning, organisational, and time‑management capabilities, with the ability to manage multiple priorities across a complex portfolio.
• Effective stakeholder management skills, with the ability to influence at senior levels and build trusted long‑term relationships.
• High proficiency in Windows (Outlook, Word, PowerPoint, Excel).

Personal Attributes

• Proactive, commercially aware, and confident operating at senior client and internal leadership levels.
• Collaborative team player with a commitment to mentoring, supporting colleagues, and contributing to team development.
• Adaptable, dependable, and committed to delivering high‑quality client outcomes.

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.

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.