We're growing and want you to be a part of our journey. Client Services Support Administrator We are looking for an experienced and self-motivated team member to support our establishment of a Belfast hub. As Client Services Support, you will provide an exceptional client experience, working closely with clients, consultants & paraplanners from onboarding and throughout the client journey ensuring processes are correctly followed, all data is correct, and client records are compliant. This role is based in our Belfast City Centre office with hybrid workstyle. Role and Responsibilities Manage individual workflow tasks, meeting client and team expectations and internal deadlines (SLAs) Onboarding new clients Administration and new business processing for Wrap platform and non-platform clients, submitting a variety of financial products: ISAs, GIAs, pensions, bonds, structured notes, EIS and VCTs Process client trades on platforms Prepare annual review packs for client meetings and monitor and take action to ensure all annual reviews are completed and recorded in line with SLAs Cash Balance Monitoring Deal with client correspondence / post, portal and general queries Accurately record client plans and fees on Intelliflo and platforms Build and maintain strong working relationships with clients, teams members and line manager Provide additional support to team as required Check all compliance documentation is present Monitor consultant remuneration. Support project work as required Demonstrate a sound understanding of Isio policy and procedures Undertake appropriate professional development and training Comply with FCA regulations Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm Keep up to date with all relevant product, legislative or technical changes. Key Skills & Experience Essential Previous experience in an IFA / wealth environment Interpersonal - team working and communicating with clients Previous experience processing new business and client trades on platforms, ideally using Intelliflo Able to liaise with clients confidently by telephone and email Proactive, willing to continue to develop, enthusiastic Highly organised, methodical, disciplined and meticulous Ability to prioritise workload and work to deadlines Computer literate (Word, Excel, PowerPoint, Outlook) Desirable Knowledge of platform providers e.g. Aberdeen Wrap, Aviva, Knowledge of Intelliflo portal - PFP Knowledge of DFMs: Brewin Dolphin, Investec, Charles Stanley Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, GIAs, EISs and VCTs Knowledge of personal and group pensions, SIPPs and SSAS 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 on our careers website. 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 ask us.
Mar 20, 2026
Full time
We're growing and want you to be a part of our journey. Client Services Support Administrator We are looking for an experienced and self-motivated team member to support our establishment of a Belfast hub. As Client Services Support, you will provide an exceptional client experience, working closely with clients, consultants & paraplanners from onboarding and throughout the client journey ensuring processes are correctly followed, all data is correct, and client records are compliant. This role is based in our Belfast City Centre office with hybrid workstyle. Role and Responsibilities Manage individual workflow tasks, meeting client and team expectations and internal deadlines (SLAs) Onboarding new clients Administration and new business processing for Wrap platform and non-platform clients, submitting a variety of financial products: ISAs, GIAs, pensions, bonds, structured notes, EIS and VCTs Process client trades on platforms Prepare annual review packs for client meetings and monitor and take action to ensure all annual reviews are completed and recorded in line with SLAs Cash Balance Monitoring Deal with client correspondence / post, portal and general queries Accurately record client plans and fees on Intelliflo and platforms Build and maintain strong working relationships with clients, teams members and line manager Provide additional support to team as required Check all compliance documentation is present Monitor consultant remuneration. Support project work as required Demonstrate a sound understanding of Isio policy and procedures Undertake appropriate professional development and training Comply with FCA regulations Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm Keep up to date with all relevant product, legislative or technical changes. Key Skills & Experience Essential Previous experience in an IFA / wealth environment Interpersonal - team working and communicating with clients Previous experience processing new business and client trades on platforms, ideally using Intelliflo Able to liaise with clients confidently by telephone and email Proactive, willing to continue to develop, enthusiastic Highly organised, methodical, disciplined and meticulous Ability to prioritise workload and work to deadlines Computer literate (Word, Excel, PowerPoint, Outlook) Desirable Knowledge of platform providers e.g. Aberdeen Wrap, Aviva, Knowledge of Intelliflo portal - PFP Knowledge of DFMs: Brewin Dolphin, Investec, Charles Stanley Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, GIAs, EISs and VCTs Knowledge of personal and group pensions, SIPPs and SSAS 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 on our careers website. 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 ask us.
A leading employee benefits firm is seeking a Senior Account Executive to drive growth and build strategic partnerships. The ideal candidate will be responsible for developing sales strategies, managing the sales process, and collaborating with internal teams. Experience in originating and converting sales opportunities is essential, as well as strong relationship-building skills. This role provides significant development opportunities and a chance to work in a dynamic environment with a focus on delivering tailored solutions.
Feb 28, 2026
Full time
A leading employee benefits firm is seeking a Senior Account Executive to drive growth and build strategic partnerships. The ideal candidate will be responsible for developing sales strategies, managing the sales process, and collaborating with internal teams. Experience in originating and converting sales opportunities is essential, as well as strong relationship-building skills. This role provides significant development opportunities and a chance to work in a dynamic environment with a focus on delivering tailored solutions.
We're growing and want you to be a part of our journey. Senior Account Executive - Employee Benefits This rolewill be responsible for driving growth within our Employee Benefits business. Identifying andconverting new business opportunities, developing strategic partnerships and working with internal teams to deliver tailored solutions to prospective clients. Role & Responsibilities Develop and execute a business development strategy to meet new business revenue targets. Identify, approach, and build relationships with key decision-makers (HR, Finance, Procurement, C-suite) in target organisations. Understand prospective clients' needs and feed into sub-proposition teams to help design and build compelling propositions. Lead the end to end sales process - prospecting, pitching, proposal writing, pricing discussions, contracting and closing deals. Maintain up-to-date knowledge of market trends, competitor activity, and regulatory changes affecting the employee benefits landscape. Work closely with marketing to shape campaigns and events that generate qualified leads. Collaborate closely with other internal teams to maximise opportunity creation and win rates. Key Skills & Experience Experience in successfully originating a pipeline of sales opportunities in the mid-corporate and large corporate space. Experience in successfully converting sales opportunities. Experience in relationship building and networking with prospective clients. Knowledge and technical awareness of a range of employee benefits-related products and services would be advantageous, but not a pre-requisite. Knowledge of employee benefits market trends within the UK would be advantageous, but not a pre-requisite. Ability to be consultative and pragmatic in assessing client needs and developing a proposal to address those needs. Excellent communication and interpersonal skills, alongside excellent verbal and written English communication skills. Excellent presentation skills, both verbal and written, including the ability to distil technical language (industry jargon) for non-experts (clients and colleagues). 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
Feb 28, 2026
Full time
We're growing and want you to be a part of our journey. Senior Account Executive - Employee Benefits This rolewill be responsible for driving growth within our Employee Benefits business. Identifying andconverting new business opportunities, developing strategic partnerships and working with internal teams to deliver tailored solutions to prospective clients. Role & Responsibilities Develop and execute a business development strategy to meet new business revenue targets. Identify, approach, and build relationships with key decision-makers (HR, Finance, Procurement, C-suite) in target organisations. Understand prospective clients' needs and feed into sub-proposition teams to help design and build compelling propositions. Lead the end to end sales process - prospecting, pitching, proposal writing, pricing discussions, contracting and closing deals. Maintain up-to-date knowledge of market trends, competitor activity, and regulatory changes affecting the employee benefits landscape. Work closely with marketing to shape campaigns and events that generate qualified leads. Collaborate closely with other internal teams to maximise opportunity creation and win rates. Key Skills & Experience Experience in successfully originating a pipeline of sales opportunities in the mid-corporate and large corporate space. Experience in successfully converting sales opportunities. Experience in relationship building and networking with prospective clients. Knowledge and technical awareness of a range of employee benefits-related products and services would be advantageous, but not a pre-requisite. Knowledge of employee benefits market trends within the UK would be advantageous, but not a pre-requisite. Ability to be consultative and pragmatic in assessing client needs and developing a proposal to address those needs. Excellent communication and interpersonal skills, alongside excellent verbal and written English communication skills. Excellent presentation skills, both verbal and written, including the ability to distil technical language (industry jargon) for non-experts (clients and colleagues). 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
A leading pensions consultancy in Belfast is looking for a Pensions Consultant Manager to provide strategic advice on pension schemes and develop new business. The ideal candidate should have excellent pensions consulting experience, project management skills, and a collaborative approach to client relations. Develop and utilize your network while expanding the consultancy's presence in the local market. The role includes managing client projects and ensuring smooth delivery of services. There are significant development opportunities available.
Feb 28, 2026
Full time
A leading pensions consultancy in Belfast is looking for a Pensions Consultant Manager to provide strategic advice on pension schemes and develop new business. The ideal candidate should have excellent pensions consulting experience, project management skills, and a collaborative approach to client relations. Develop and utilize your network while expanding the consultancy's presence in the local market. The role includes managing client projects and ensuring smooth delivery of services. There are significant development opportunities available.
We're growing and wantyouto be a part of our journey. Pensions Consultant Manager - Consulting Team Isio'sConsulting Team, part of our widerActuarial & Consulting teamof over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors, is a group of dedicated professionals working collaboratively to deliver innovative, best practice solutions for each client's pension needs. Our consultants take a lead role in providing strategic advice and best practice governance to clients regarding their pension schemes, helping them navigate the complex world of pension regulations and operations. We work with Trustee boards and companies so that they do not have to worry about the day to day running of the scheme and use our project management skills to ensure projects run smoothly and on time, co ordinating different advisors and parties so that everyone is part of one team. Communication is key to establishing trusted relationships with our clients and the members that they represent. What's the role? As a challenger in the industry, we are looking for individuals withexcellent pensions consulting, governance experienceandtechnical skills, acommercial outlookand anentrepreneurial mindsetto join our team. Day to day you will be: Supporting in thedelivery of advice to clients- this may include managing key client projects directly, and/or supporting our wider teams to deliver to our clients. As well as being involved in the technical aspects of projects, this will also involve working with andbuilding relationships with clientsdirectly,working as part of a teamanddeveloping those around you. Assisting in thedevelopment of new business, both with existing and new clients. As part of your role, there will be a wide range of opportunities to get involved in a lot of different areas of pensions consulting and have access to a wide range of clients within the Consulting Team. Whatever you're looking for, we can build a role to suit you and help you develop. Where will you be based: With 10 nationwide offices, we are flexible on which office you will be based to suit you. Although our preference is for colleagues to join us in Bristol, Scotland and Belfast. We work on a hybrid basis, offering the opportunity for colleagues to split their working time between working in the office, with clients and at home. 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. Key skills and experience: We're looking for new colleagues with the following skills and expertise - but, please do apply if you don't hit every requirement and still think you would be great for the role. Our business is better with a diverse range of experience, so we'll consider each application on its own merits. Experience- a pensions consultant, secretary or in house pensions manager with past relevant industry experience - actuarial / PMI qualifications useful but not necessary. A great communicator- someone who can explain complex problems in a simple way to help everyone around the table understand. Enthusiasm and motivation- a great deal of desire to solving problems and delivering excellent advice. Excellent project management and client delivery skills- especially when balancing multiple demands. A great team worker- this will either be as part of a team, or managing a team, depending on your experience. Commercial skills- to help us develop our business and look for new opportunities. 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 awide 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 outmore about Isioand thebenefits we offerhere 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
Feb 28, 2026
Full time
We're growing and wantyouto be a part of our journey. Pensions Consultant Manager - Consulting Team Isio'sConsulting Team, part of our widerActuarial & Consulting teamof over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors, is a group of dedicated professionals working collaboratively to deliver innovative, best practice solutions for each client's pension needs. Our consultants take a lead role in providing strategic advice and best practice governance to clients regarding their pension schemes, helping them navigate the complex world of pension regulations and operations. We work with Trustee boards and companies so that they do not have to worry about the day to day running of the scheme and use our project management skills to ensure projects run smoothly and on time, co ordinating different advisors and parties so that everyone is part of one team. Communication is key to establishing trusted relationships with our clients and the members that they represent. What's the role? As a challenger in the industry, we are looking for individuals withexcellent pensions consulting, governance experienceandtechnical skills, acommercial outlookand anentrepreneurial mindsetto join our team. Day to day you will be: Supporting in thedelivery of advice to clients- this may include managing key client projects directly, and/or supporting our wider teams to deliver to our clients. As well as being involved in the technical aspects of projects, this will also involve working with andbuilding relationships with clientsdirectly,working as part of a teamanddeveloping those around you. Assisting in thedevelopment of new business, both with existing and new clients. As part of your role, there will be a wide range of opportunities to get involved in a lot of different areas of pensions consulting and have access to a wide range of clients within the Consulting Team. Whatever you're looking for, we can build a role to suit you and help you develop. Where will you be based: With 10 nationwide offices, we are flexible on which office you will be based to suit you. Although our preference is for colleagues to join us in Bristol, Scotland and Belfast. We work on a hybrid basis, offering the opportunity for colleagues to split their working time between working in the office, with clients and at home. 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. Key skills and experience: We're looking for new colleagues with the following skills and expertise - but, please do apply if you don't hit every requirement and still think you would be great for the role. Our business is better with a diverse range of experience, so we'll consider each application on its own merits. Experience- a pensions consultant, secretary or in house pensions manager with past relevant industry experience - actuarial / PMI qualifications useful but not necessary. A great communicator- someone who can explain complex problems in a simple way to help everyone around the table understand. Enthusiasm and motivation- a great deal of desire to solving problems and delivering excellent advice. Excellent project management and client delivery skills- especially when balancing multiple demands. A great team worker- this will either be as part of a team, or managing a team, depending on your experience. Commercial skills- to help us develop our business and look for new opportunities. 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 awide 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 outmore about Isioand thebenefits we offerhere 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
A leading actuarial and consulting firm is expanding and seeks a Director to support business growth. This role involves driving new business activities, leading client relationships, and guiding the development of team members through mentoring. Ideal candidates will have a strong business development background, excellent communication skills, and experience in managing complex client relationships. The firm offers a competitive remuneration package, including a bonus scheme and flexible working opportunities.
Feb 28, 2026
Full time
A leading actuarial and consulting firm is expanding and seeks a Director to support business growth. This role involves driving new business activities, leading client relationships, and guiding the development of team members through mentoring. Ideal candidates will have a strong business development background, excellent communication skills, and experience in managing complex client relationships. The firm offers a competitive remuneration package, including a bonus scheme and flexible working opportunities.
We're growing and want you to be a part of our journey. Director -Actuarial & Consulting We are looking for an experienced professional to help grow our actuarial & consulting business and to support our wider national sales efforts. Role and Responsibilities Drive forward new business activities, build relationships with potential clients, produce tender submissions and lead pitches. Use an existing relationship network with independent trustees and other key stakeholders to develop new opportunities. Lead client relationships - co ordinating multiple Isio service lines, developing new opportunities with existing clients, managing commercial and personal relationships with clients. The ability and experience to play a lead consulting role on a wide range of clients in terms of size and complexity, drive forward strategic thinking and provide high quality client service. Support local Office Heads with regards to culture and cross service line sales activity Support Isio with the ambitious growth plans for the actuarial and consulting business - feed into the strategic plans for the growth of the business and support with how Isio articulates its growth message to the market, to attract clients and new talent Be willing to raise new ideas internally and challenge thinking to ensure our work is robust and joined up across multiple specialist teams. Support the development of our team members through coaching and mentoring, including performance management responsibilities. Key Skills & Experience A track record of leading a range of clients (Scheme Actuary with a current practising certificate welcomed but not essential) Experience of journey planning advice - setting long term targets, aligning funding and investment strategies, de risking activity, liability management exercises and settlement/insurance transactions. Ideally, but not essential, experience of working on larger schemes (>£1bn) perhaps as a number 2 or supporting consultant if not the lead. Extensive previous experience of relevant consulting and relationship management. Appetite to drive forward innovative thinking on strategy development. Proven network of relationships to develop business. Business development experience and a commercial mindset. Extensive leadership skills - leading or being part of a leadership team for a group of people covering their learning & development and building a supportive and inclusive culture. The ability and willingness to take on a high level of responsibility and work effectively in a team. Excellent communication skills. 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. On top, we also offer: A competitive remuneration package, including a bonus scheme. A defined contribution pension scheme. Life insurance. Healthcare benefits. Income protection benefits. 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company' days - a celebration day for your birthday and an extra day over Christmas. Corporate Social Responsibility allowance Flexible working opportunities. A flexible benefits package. Internal development programmes including (technical and non technical) training support and mentor programmes. Where required study support including study days, materials and exam entry support. What's next? Click on the 'apply' and follow the simple application process on line. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email 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. Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people. We are committed to equality, diversity and inclusion - bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location 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.
Feb 28, 2026
Full time
We're growing and want you to be a part of our journey. Director -Actuarial & Consulting We are looking for an experienced professional to help grow our actuarial & consulting business and to support our wider national sales efforts. Role and Responsibilities Drive forward new business activities, build relationships with potential clients, produce tender submissions and lead pitches. Use an existing relationship network with independent trustees and other key stakeholders to develop new opportunities. Lead client relationships - co ordinating multiple Isio service lines, developing new opportunities with existing clients, managing commercial and personal relationships with clients. The ability and experience to play a lead consulting role on a wide range of clients in terms of size and complexity, drive forward strategic thinking and provide high quality client service. Support local Office Heads with regards to culture and cross service line sales activity Support Isio with the ambitious growth plans for the actuarial and consulting business - feed into the strategic plans for the growth of the business and support with how Isio articulates its growth message to the market, to attract clients and new talent Be willing to raise new ideas internally and challenge thinking to ensure our work is robust and joined up across multiple specialist teams. Support the development of our team members through coaching and mentoring, including performance management responsibilities. Key Skills & Experience A track record of leading a range of clients (Scheme Actuary with a current practising certificate welcomed but not essential) Experience of journey planning advice - setting long term targets, aligning funding and investment strategies, de risking activity, liability management exercises and settlement/insurance transactions. Ideally, but not essential, experience of working on larger schemes (>£1bn) perhaps as a number 2 or supporting consultant if not the lead. Extensive previous experience of relevant consulting and relationship management. Appetite to drive forward innovative thinking on strategy development. Proven network of relationships to develop business. Business development experience and a commercial mindset. Extensive leadership skills - leading or being part of a leadership team for a group of people covering their learning & development and building a supportive and inclusive culture. The ability and willingness to take on a high level of responsibility and work effectively in a team. Excellent communication skills. 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. On top, we also offer: A competitive remuneration package, including a bonus scheme. A defined contribution pension scheme. Life insurance. Healthcare benefits. Income protection benefits. 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company' days - a celebration day for your birthday and an extra day over Christmas. Corporate Social Responsibility allowance Flexible working opportunities. A flexible benefits package. Internal development programmes including (technical and non technical) training support and mentor programmes. Where required study support including study days, materials and exam entry support. What's next? Click on the 'apply' and follow the simple application process on line. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email 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. Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people. We are committed to equality, diversity and inclusion - bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location 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.
