ISIO

Overview 2026 Defined Contribution Pensions Investment Advisory Graduate Analyst Programme - Edinburgh Length of programme: Around 3 years to achieve your relevant professional qualification, however you are employed on a permanent basis from the start of your graduate role. Qualifications you'll work for: you'll work for: Charter holder of the Chartered Financial Analyst (CFA) qualification or equivalent Location: Edinburgh Entry requirements: To apply for this role you need to have completed an undergraduate degree or higher level qualification by 1 September 2026 and have achieved a 2.1 or higher. If you are in your final year of university study, we are looking for those on track to achieve this. We are open to applications from those studying any subject. Studying towards the CFA or equivalent exams will require strong mathematical skills and a keen interest in financial concepts. We are not able to provide visa sponsorship for this position and therefore you will need to be able to work in the UK without the need for visa sponsorship now or in the future. Working as a Defined Contribution (DC) Pensions Investment Advisory Graduate Analyst at Isio Our Defined Contribution (DC) team is an area of rapid growth within our Pensions Practice, particularly so on the DC Investment Advisory side. We have a large and established range of existing clients but are winning new work on a regular basis - it really is a fast-moving market. Our DC Investment team provides investment consulting services to both trustees and sponsors of Defined Contribution pension schemes, working alongside our wider non-investment DC specialists to provide joined-up advice and effective scheme governance. Our DC team sits within our wider Employee Benefits business. Here, we provide a range of services to our clients which are all about supporting them with providing the best possible offering to their employees around Employee Benefits. This includes supporting with benefit design, benefits technology, risk and healthcare broking, pensions, workplace savings advice and governance, and employee support. Isio's aim is to help our clients bring those offerings to their employees into an integrated proposition. For graduates, it's the chance to take the first step towards becoming an expert in your field. Challenging and rewarding, working in DC Investment Advisory requires strong communication skills and financial acumen, paired with the ability to take responsibility right from the beginning. Graduates here have the ambition and confidence to take the initiative and develop their own investment ideas. Our environment is one that graduates can thrive in and where getting our best investment ideas into client portfolios, and ultimately delivering better outcomes for members is our priority. Pension schemes often pose significant financial risks for organisations and trustees, whilst remaining an important part of any reward strategy. Balancing the costs and risks of a pension scheme as well as meeting best practice governance requirements is becoming increasingly complex - yet essential for a business to succeed. The needs of the industry and our clients are ever evolving and at Isio, we constantly look at ways to innovate and develop new solutions to overcome these challenges. You will build your experience and knowledge in: Financial Modelling - enabling our clients to better understand the risks and expected returns arising from different investment strategies. Investment Performance Analysis - monitoring and reporting on how our clients' and their members' DC investment strategies have performed compared to their objectives and the wider market. Capital Markets Views - assessing investment opportunities for our clients' portfolios. Fund Manager Selection - helping clients to pick high quality fund managers. Implementation and Transition Management - helping clients to implement our advice in the most efficient way. DC Provider Selection - advising clients on selecting, implementing and monitoring a DC pensions provider from an investment perspective. As a Graduate Analyst working in DC Pensions Investment Advisory at Isio you will get involved in: Preparing and presenting DC pensions investment performance reports to our clients. Drafting DC pension investment reports on fund selection, default strategy reviews and other DC pension investment client reports. Researching DC pension providers, investment managers and products. Supporting DC pension provider reviews, analysing tender responses and drafting high quality summaries and reports. Dealing with queries from DC pension providers and clients over the telephone and email in a timely manner applying judgement as to when issues need to be escalated. Sharing knowledge with colleagues throughout the department. You'll study for a professional qualification whilst being trained on the job. Your role will see you build up a wide range of knowledge on DC markets and DC investments, through delivering both client work and researching DC pension products and providers. Training and Development As an DC Pensions Investment Advisory graduate analyst at Isio, you'll study for the Chartered Financial Analyst (CFA) exams or equivalent. We recognise the challenges and time constraints involved in balancing work and study commitments, so we'll support you with a study day allowance and tutorials. Additional support will come from: Meeting your peers and senior leaders at a Graduate induction event. Support with developing key personal and professional behaviour. Regular technical training and opportunities to develop wider market knowledge throughout your career within Isio. A buddy from your first day to help you settle in. A Study Mentor who helps advise and guide students through the study and exam process. A Performance Manager to support you with your individual progress and performance. What we are looking for in Graduates in DC Pensions Investment Advisory Our success stems from the quality of our team. That's why you'll find we've an entrepreneurial atmosphere that offers the opportunity for every member to influence the shape and future development of the team. So, as well as financial and commercial acumen, we look for graduates who are articulate with strong communication skills. It is important to be able to maintain a good level of self-discipline and time management to balance your work while studying for professional exams. We are looking for individuals who are excited about developing strong client facing and consulting skills and are motivated about achieving commercial targets. We will also be looking to see how applicants align to our core beliefs: 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. On top, we also offer: A competitive salary A defined contribution pension scheme Life insurance Healthcare benefits Income protection 25 days annual leave, plus bank holidays and two 'Company' days - a celebration day for you and an extra day over Christmas, and the option to purchase additional holidays Corporate Social Responsibility (CSR) allowance Flexible working A flexible benefits package Comprehensive study support package You can find out more about Isio and the benefits we offer here. The Isio - Careers & Benefits page is available for reference. 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 . click apply for full job details

Overview Assistant Team Manager - Pensions Administration We're growing and we want you to be part of our journey. At Isio, our purpose is to create better outcomes for our people, our clients and society. We are a people-first business and we're committed to helping our colleagues gain a wide variety of experience, significant development opportunities and progression through the business. Our Pensions Administration Team We provide a friction-free pensions administration journey for our clients and their members. We have a simple philosophy that underpins our success. We believe that by creating the right blend of human touch and state-of-the-art technology, we'll delivery the best possible experience for every member on their road to retirement and beyond. What's the role? Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and technically competent Assistant Team Manager to join our team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, although we predominantly service Defined Benefit schemes. You will manage all day-to-day activities in relation to your portfolio, as well as supporting the team with their training and development needs. This role will ideally be based in our Croydon office with a hybrid workstyle, but other office locations can be considered for the right candidate. Responsibilities Oversee and prioritise the allocation of all incoming work. Take responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements. Process member events within deadlines ensuring compliance with Isio's standards as well as scheme rules and legislation. Peer review and check work to ensure it is of a high standard and compliant with scheme rules and legislation. Provide support and share knowledge across the team. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attend and present at both internal and external meetings (including Trustee and/or client meetings). Keeping up to date with technical and scheme changes, particularly those that impact your portfolio of schemes. Take responsibility for ad hoc projects ensuring all deadlines are met and quality is of a high standard. Identify non-core fee projects and ensure these are raised with the client in a timely manner. Be positive and professional at all times, displaying strong leadership skills to help build relationships with others. Key skills and experience Experience - an experienced deputy team leader / strong senior pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes. Excellent customer service focus with the ability to assess client needs, build relationships and manage expectations. A great communicator - the ability to communicate with clients, members and colleagues with impact and credibility. Enthusiasm and motivation - a unwavering desire to solve problems and deliver excellent customer service. Excellent time management - the ability to manage resources across multiple tasks with a proven track record of consistently delivering to deadlines. A great team worker - an emerging role model within Isio, with the ability to support and develop others. Experience of presenting administration reports and communicating with clients/trustees. Experience of managing, mentoring, supervising, and developing teams. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer here Isio - Careers & Benefits What's next? Click on the 'apply' and follow the simple application process on-line. 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

Role Overview Pensions Quality Assurance Manager - At Isio, we're passionate about helping organisations and individuals navigate the complexities of pensions, benefits, and investments. We combine innovative thinking with deep industry expertise to deliver exceptional client service. As part of our commitment to excellence, we're proud to support the Pensions Dashboard Programme - a transformative initiative that empowers individuals with better access to their pension information. To support this critical work, we're seeking a Quality Assurance Manager to lead and enhance our QA function within the Pensions Administration team. This role can be based in any of our city centre offices with a hybrid workstyle. Role Overview: As Quality Assurance Manager, you will play a pivotal role in ensuring the accuracy, compliance, and efficiency of our pensions administration processes. You'll lead the development and implementation of QA frameworks across key areas including GMP Equalisation (GMPe), Pensions Dashboards, and core administration activities. We're looking for someone with proven managerial experience in Quality Assurance, ideally within a Third Party Administrator (TPA) environment, and with a strong understanding of Defined Benefit (DB) and Defined Contribution (DC) pension schemes. Your team will focus on reviewing procedures, processes, and adherence to standards, as well as identifying and resolving data quality issues across member and scheme events. You'll work collaboratively with internal teams to uphold quality standards, pinpoint root causes of inefficiencies, and create recommendation reports that support ongoing improvement. Key Responsibilities Leadership & Team Development Coach and guide team members to achieve high performance. Foster a collaborative, inclusive, and innovative team culture. Align team goals with organisational strategy and change initiatives. Quality Assurance in Pensions Administration: Conduct quality checks to ensure compliance with regulations and internal policies. Identify and resolve data discrepancies and inefficiencies. Develop and maintain QA frameworks and tools. Collaborate with teams to ensure accurate member data and benefit processing. Stay ahead of legislative changes and update processes proactively. Benchmark QA practices to drive best-in-class operations Pensions Dashboard Programme Lead integration of the Dashboard into existing processes. Review data readiness and ensure compliance with regulatory standards. Test data feeds and systems linked to the Dashboard. Provide expert insights during internal and external audits. Audit & Certification Management Lead preparation and completion of external audits including: ISO9001 AAF 01/20 PASA Accreditation Institute of Customer Services Membership Act as primary contact for auditors and certification bodies. Continuous Improvement & Stakeholder Engagement Define and monitor QA KPIs, reporting trends to senior leadership. Recommend strategic improvements based on QA findings. Liaise with internal stakeholders to ensure governance alignment. Support client teams with QA reporting for trustee meetings. Stay informed on industry developments and emerging technologies. What We're Looking For Proven experience in pensions administration and quality assurance. Strong understanding of regulatory frameworks and industry standards. Excellent leadership, communication, and stakeholder management skills. Analytical mindset with a focus on continuous improvement. Experience with audit preparation and certification processes is a plus. Proficient in using pensions administration systems and quality assurance tools. What you can expect in return A competitive salary and market leading bonus scheme with stretch targets for high performance Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work You can find out more about us and the benefits we offer here Isio - Careers & Benefits What's next? Click on the 'apply' and follow the simple application process on-line. 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