ISIO

Senior Client Relationship Manager - Fixed Term Contract In this role you will be responsible for a portfolio of admin-only clients, acting as the primary point of contact, accountable to the success of our business delivery model and build and maintain strong relationships with stakeholders to ensure satisfaction, retention, and loyalty. You will provide support, and address concerns, and identify opportunities, creating and maintaining sales strategies to generate revenue and collaborate with internal teams and stakeholders to ensure client satisfaction. This is a 12 month fixed term contract and can be based in any of our city centre offices with a hybrid workstyle. What does the role entail? Lead a portfolio of pensions admin-only clients. Line management responsibility of client relationship management support team members. Effectively partnership with clients and senior stakeholders. Communicate and collaborate effectively with colleagues and stakeholders at varying levels. Use a range of communication mediums to meet internal and external needs. Lead new client propositions and existing client improvement opportunities. Oversee and support transformation, installation and solutions implementation. Produce and present to varying stakeholders on a range of pensions administration and technology services and outcomes. Enable and adopt effective risk management and governance frameworks. Foster rapport and strategic partnerships with stakeholders. Offer technical advice and support to colleagues and external stakeholders. Use data and MI to strengthen decision making outcomes. Provide project and operational management support to colleagues to enable client outcomes and meet expectations. Oversee and ensure governance frameworks (e.g. operational, financial, and legislative) are adhered to. Develop knowledge of Isio services, brand and opportunities to present and advocate to new and existing clients. Ensure portfolio management information, commercial reporting and accounts are effective and maintained. What we're looking for Track record of risk management and business acumen. Evidence of strong client leadership/partnership experience. Identify opportunities for commercial growth and support commercial planning activities. Examples and knowledge of non-BAU opportunities within the pensions industry. Financial acumen and experience of negotiation and P&L management. Presentation skills across various communication mediums and audiences of senior stakeholder level. Project management leadership and track record of solutions implementation and transformation. Pragmatic, with a keen eye for detail. Collaborative, transparent and inclusive values. Dynamic and organised, to enable effective decision making and prioritisation. Positive role model to colleagues and stakeholders. Personal development and ambition. 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. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. 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. 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,

Business Development - Regional Head We're growing and want you to be a part of our journey. Reporting into the Head of Distribution, the Business Development Regional Head will be responsible for driving the growth of Isio's investment management (DFM) solutions within their region by building and maintaining strong relationships with UK financial advisers, identifying new business opportunities, and delivering tailored investment solutions to meet the adviser's needs. This role will focus on achieving business growth targets while ensuring exceptional client service and compliance with regulatory standards. Role and Responsibilities Business Development Identify and develop new opportunities to distribute investment management services, primarily to UK financial advisers. Build and maintain a robust pipeline of prospective client firms through networking and strategic outreach. Client Relationship Management Build and nurture long term relationships with intermediary firms, supporting them in the delivery of their investment proposition for clients. Sales & Marketing Strategy Execution Develop and implement sales strategies to meet revenue targets and business objectives. Use data driven insights to tailor sales approaches and solutions. To contribute to and help implement the marketing strategy plan To raise the profile of the firm and be an ambassador in all channels including networking events, investment seminars, CPD training events, sponsorships, conferences, LinkedIn etc. Work with internal teams (e.g. Private Wealth, pensions consulting etc.) to cross sell services where possible. Market Expertise Stay up to date with market trends, macro events, regulatory changes, and competitor activity. Provide insights into client needs and market demands to inform proposition development and service offerings. Compliance and Risk Management Ensure all activities comply with relevant regulations, including FCA standards. Maintain accurate records of adviser relationships including adviser due diligence Key Performance Indicators (KPI's) Achievement of individual and team sales targets. Growth in client base and assets under management (AUM). Compliance with regulatory requirements. Contribution to wider firm initiatives Key Skills & Experience Sales and Negotiation Skills: Proven ability to close deals and meet or exceed sales targets. Client-Centric Approach: Strong interpersonal skills with the ability to build trust and long term relationships. The candidate will need to be proactive, a self starter, highly motivated, articulate and confident in presenting Market Knowledge: Deep understanding of wealth management products, investment options, and financial planning. Commercial Acumen: Ability to identify and capitalise on profitable opportunities. Regulatory Awareness: Familiarity with UK financial regulations, including FCA requirements. Team Collaboration: Ability to work effectively with cross functional teams to deliver client solutions. Professional qualifications (e.g., CISI Wealth Management, CII Diploma in Financial Planning, or equivalent) preferred. Proven track record in DFM, fund management or platform sales, or in a relevant wealth management role Strong IT skills, including CRM systems and financial planning tools. 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

We're growing and want you to be a part of our journey. Senior Wealth Consultant - HNW and Professional Partnerships Our legacy gives us a deep understanding and unique insight in Professional Partnerships and the needs and requirements of their Partners. We are building a proposition that is unique and compelling to disrupt the incumbent advisers in this space, through quality of Wealth Advisers, service and proposition. This builds on our heritage in complex planning including pensions, and has provided us with a strong foundation to excel in delivering clear, comprehensive and holistic advice to our clients. We are a national firm of Wealth Advisers, andbelieve that individuals deserve a better alternative to the current status quo. In doing so we will allow clients to make better informed decisions around their finances delivering financial confidence in meeting their future goals and aspirations. As a challenger in the industry, we are looking for individuals with excellent financial planning, wealth consulting and technical skills, a commercial outlook and an entrepreneurial mindset, with a network to match. We are recruiting for Wealth Advisers primarily in London, Birmingham, Manchester, Glasgow, Edinburgh, Leeds and Bristol. Role and Responsibilities As a Wealth Adviser with Isio Wealth Planning, you will support and drive our engagement and success through: Engaging your extensive network of contacts including Accountancy and Legal firms. Collaborate with the colleagues across the business to further relationships. Providing exceptional advice and service to clients through both initial and ongoing engagements. Supporting our continued growth as a business by advising and servicing both new and existing clients. Building our profile, reputation and engagement internally and externally. Ensure Isio Wealth Planning is a credible and integrated part of our wider Isio proposition, adding value to both internal and external introducers and their clients. Contribute materially to the growth aspirations of the business. Maintain compliance and uphold the high standards we are reputed for. Act as a financial coach and offer mentorship to sophisticated high net worth clients. Key Skills & Experience Chartered status, with extensive experience as a Wealth Adviser. Proven ability to build and maintain a HNW client base through engagement with the Accountancy and Law Practices and wider networks. Provided a wide range of holistic advice to clients. Prepared to work both independently and collaboratively with the team and wider business. Have an established network of external firms who have introduced individuals to you and ideally be a recognised individual in the Professionals community. Have a strong reputation of excellence in client advice and service. Possesses the ability and presence to establish credibility, confidence, gravitas, and trust in both one one situations and group environments. 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 financial services firm is seeking a Senior Wealth Consultant to provide comprehensive financial advice. The ideal candidate will have exceptional financial planning skills and a proven ability to maintain a high net worth client base. Responsibilities include engaging with legal and accountancy firms, providing excellent client service, and maintaining high compliance standards. This role offers a unique opportunity to work in a flexible, hybrid environment while contributing to the firm's growth.

Isio is seeking a qualified Scheme Actuary to join its Enplan team in London. You will provide high-quality actuarial advice, lead client engagements, and manage a portfolio of schemes within a dynamic environment. This role combines technical expertise with leadership and client-facing responsibilities. You'll work closely with diverse stakeholders, ensuring compliance and risk management, while developing your team and expanding the Enplan proposition. Join Isio to enhance your career and be part of a fast-growing professional services business.

Scheme Actuary This role sits within Isio's Enplan team, part of the wider Actuarial & Consulting business. Enplan is one of the fastest-growing defined benefit pension consolidators in the market, currently managing over 65 pension schemes with many different sponsoring employers and a variety of sizes. The team continue to regularly attract and win new schemes into Enplan with further information on our Platform page here: Enplan - Isio. We advise on everything from helping trustees and sponsors to manage their defined benefit plans from routine actuarial valuations, to complex technical projects regarding benefit rectification work, GMP equalisation, insurance and end-game planning, in addition to supporting our clients with 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 and put your skills to the test. Isio's Actuarial & Consulting business consists of over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors and remains one of Isio's primary service lines. What does the role entail? This is an excellent opportunity for an experienced Scheme Actuary to take on a senior, visible role within a fast growing consolidation proposition, combining high quality technical delivery, trustee facing advice, leadership of client teams and the opportunity to help shape and expand Enplan's offering. Day to day, you will: Act as Scheme Actuary to a portfolio of Enplan schemes, providing clear, credible and confident actuarial advice to the Trustee and other stakeholders. Be responsible for the delivery of high quality, complex actuarial calculations and written advice, often across multiple concurrent projects, ensuring appropriate standards of risk management, governance and compliance. Lead and manage key client engagements, including responsibility for project planning, timescales, budgets and stakeholder management, working closely with the Trustee contacts at Entrust, the junior team and scheme sponsors. Manage and develop teams on each project, providing regular on the job coaching and feedback to Analysts, Assistant Managers and Managers to support their technical and professional development. Build and maintain strong, trusted relationships with Entrust, sponsors and internal Isio teams, acting as a senior point of contact. Proactively look for opportunities to expand the scope of work on schemes and support the continued growth of the Enplan proposition, bringing a commercial and entrepreneurial mindset. Share your specialist technical knowledge across the wider actuarial pensions team, contributing to thought leadership, internal training and development of best practice. Play an active role in shaping and improving how the Enplan team and proposition continue to develop as the market evolves. What we're looking for? We're looking for the following skills and expertise - but, please do apply if you don't hit every requirement and still think you would be a great fit 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 qualified actuary FIA/FFA with Scheme Actuary certification (or ability to obtain a Scheme Actuary certificate immediately). You will have a strong track record of advising Trustee Boards, managing a portfolio of Scheme Actuary appointments and trustee relationships, and a strong understanding of the UK DB pensions landscape and the challenges facing schemes and consolidators. A great communicator - Strong technical pensions and actuarial capability, with the ability to explain complex issues clearly and pragmatically to a broad range of stakeholders. Enthusiasm and motivation - Highly motivated and able to work at pace across multiple projects, taking ownership of outcomes while consistently delivering high quality, professional advice. Excellent project management and client delivery skills - with experience balancing competing demands, stakeholders and deadlines across multiple engagements. A great team worker - a collaborator who works effectively across teams and disciplines demonstrating strong people skills, with a genuine interest in coaching and developing others. Commercially minded - with an appetite to help grow and shape a fast evolving proposition and identify new opportunities. Where is the role: Enplan schemes are supported by a dedicated team of over 40 people across our primary hubs in Manchester and Scotland. The Manchester hub is the larger of the two, with approximately 30 team members, including six Scheme Actuaries and ten Actuarial Analysts who support our Managers and Assistant Managers. The Scotland hub comprises almost 15 team members, including two Scheme Actuaries. The two hubs work closely together to deliver the proposition. We work on a hybrid basis, offering the opportunity for colleagues to split their time between office and home working. 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. 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. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. 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. 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 .

Isio is seeking a Pensions Growth Leader in London to drive business growth within its pensions actuarial and consulting offering. This high-impact role requires a strong track record in winning new business and building lasting relationships within the pensions industry. You will have the autonomy to shape your own approach and contribute to strategic direction, while supported by a collaborative culture. Ideal candidates are passionate about leadership and developing a high-performing, inclusive team environment.

We're looking for a commercially driven Pensions Growth Leader, to help accelerate growth across our pensions actuarial & consulting offering. This is a high-impact, market-facing role for someone who thrives on winning new business, shaping strategy, and building lasting client relationships. Whether you come from a Scheme Actuary, Corporate Pensions or Pensions Consulting background, this role offers the opportunity to take real ownership, bring clarity to complex challenges, and make a visible mark in the market. At Isio, we combine clarity, confidence and better outcomes for our clients with a culture that supports innovation, flexibility and personal development. You'll have the freedom to create and lead with autonomy, supported by a collaborative and inclusive culture where your contribution is recognised and valued. We prioritise flexibility and wellbeing, ensuring sustainable performance, while offering meaningful opportunities to shape the business and influence our growth. Predominantly based in our London team, this role provides strong market presence and real opportunity for expansion-giving you the scope to build your profile, develop relationships and drive impact. In return, we are looking for individuals who bring energy, accountability and purpose to their work-people who are curious, take pride in what they do, and are committed to continuous improvement. The role can be shaped to reflect the experience and influence of the individual, with scope for significant leadership and market impact aligned to your specific stage in your career. If you're a well-networked pensions professional who enjoys building relationships, winning work and shaping strategy-and you're looking for a role where you can truly make your mark-this could be the ideal next step. What does the role entail? Win new business and grow market share: Take a leading role in originating and converting opportunities across the pensions landscape. Build and leverage a strong professional network to identify, develop and secure new clients. Build and lead client relationships: Act as a trusted adviser to clients (trustee or corporate), managing strategic relationships and delivering high-quality advice across a range of schemes and complexities. Shape propositions and go-to-market strategy: Contribute to - and lead where appropriate - the development of new ideas, propositions and market messaging. Bring fresh thinking and help position us competitively in the market. Drive cross-functional collaboration: Work closely with colleagues across service lines to deliver cohesive, high-impact client solutions and maximise opportunities within existing relationships. Play a key role in business growth: Support ambitious growth plans by feeding into strategic direction and helping articulate a compelling, consistent story to the market and future talent. Lead with influence: Provide coaching, mentoring and leadership to colleagues, contributing to a supportive, high-performing and inclusive culture where people can thrive. Operate with autonomy: This is a role with real freedom and limited red tape - you'll have the scope to shape your own approach, build your client base and influence how we grow. What we're looking for A proven track record of winning new business within the pensions industry A strong DB Pensions market profile and network across trustees, corporates and/or key intermediaries Experience as a Scheme Actuary, Corporate Pensions Actuary, or Pensions Consultant (practising certificate welcome but not essential) Demonstrated success in client relationship management, including leading or developing key accounts Experience contributing to propositions, pitches and strategic growth initiatives A commercial mindset with the drive to grow revenue and expand market presence Curiosity, sound judgement and the ability to identify and shape opportunities Strong communication skills and the ability to influence at senior levels Leadership capability, with a passion for developing others and building an inclusive team environment Equal Opportunities 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 .

We're growing and want you to be a part of our journey. Are you a seasoned Wealth Adviser with a passion for working with high-net-worth(HNW) individuals? We are expanding and want you to be a part of our journey as an industry-recognized leader in Wealth Advisory services. About Us Born from KPMG, Deloitte and Premier Benefit Solutions, we are building a proposition that is unique and compelling to disrupt the incumbent advisers in this space, through quality of Wealth Advisers, service and proposition. This builds on our heritage in complex planning including pensions, and has provided us with a strong foundation to excel in delivering clear, comprehensive and holistic advice to our clients. As a national firm of Wealth Advisers, we believe that individuals deserve a better alternative to the current status quo. In doing so we will allow clients to make better informed decisions around their finances delivering financial confidence in meeting their future goals and aspirations. What's the role? We're looking for an experienced Chartered Financial Planner with a strong track record of having worked with high-net-worth (HNW) individuals. As a challenger in the industry, we are looking for individuals with excellent financial planning, wealth consulting and technical skills, a commercial outlook and an entrepreneurial mindset, with a network to match. You will have established relationships with introducers and be able to demonstrate a track record of growing a book of high-net-worth (HNW) clients. Role and Responsibilities As a Senior Wealth Adviser with Isio Wealth Planning, you will support and drive our engagement and success through: Engaging your extensive external network to grow a book of clients. Collaborating with the colleagues across the business to further relationships and be introduced to their clients. Providing exceptional advice and service to clients through both initial and ongoing engagements. Supporting our continued growth by advising and servicing both new and existing clients. Building our profile, reputation and engagement both internally and externally. Ensure Isio Wealth Planning is a credible and integrated part of our wider Isio proposition, adding value to both internal and external introducers and their clients. Contribute materially to the growth aspirations of the business. Ensuring all advice is complaint and meets the high standards that we are reputed for. Key Skills & Experience Chartered status, with at least 5 years' experience as a Wealth Adviser. Proven ability to build and maintain a high-net-worth (HNW) client base through engagement with internal and external networks. Evidence of providing a wide range of holistic advice to clients. Willingness to work both independently and collaboratively with the team and wider business. You will have a well established network of external firms who have introduced individuals to you. Have a strong reputation of excellence in client advice and service. Possess the ability and presence to establish credibility, confidence, gravitas, and trust in both one-on-one situations and group environment. Where is the role? You can be based in any of our nationwide offices. We have a hybrid workstyle with an expectation of working a couple of days from home per week. As a business we believe in building strong communities amongst our employees - both across locations and teams, hosting regular team building, charity, and social events. 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 financial advisory firm is looking for an experienced Wealth Adviser to join their expanding team. The ideal candidate will have a Chartered status and a strong track record of working with high-net-worth individuals. The role involves managing client relationships, providing holistic advice, and growing a client base through established networks. This position offers a hybrid work model, allowing for flexibility between home and office locations.

Senior Account Executive - Employee Benefits This role will be responsible for driving growth within our Employee Benefits business. Identifying and converting new business opportunities, developing strategic partnerships and working with internal teams to deliver tailored solutions to prospective clients. What does the role entail? 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. What we're looking for? 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). 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 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. You can find out more about Isio and the benefits we offer on our careers website. 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. 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

Senior Account Executive - Employee Benefits This role will be responsible for driving growth within our Employee Benefits business. Identifying and converting new business opportunities, developing strategic partnerships and working with internal teams to deliver tailored solutions to prospective clients. What does the role entail? 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. What we're looking for? 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). 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 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. You can find out more about Isio and the benefits we offer on our careers website. 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. 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

Treasury Cash Flow Administrator We are seeking a Cash Flow Administrator to support our Accounts, Treasury and Payroll functions. You will be required to support the Head of Department by preparing rolling six-monthly forecasts, ensuring sufficient cash is available, requesting investments/disinvestments, liaising with internal and external third parties. You will be responsible for following processes closely to deliver work to a high standard. This is a critical role, helping to set up a new, specialised team, ensuring there are sufficient funds held in scheme bank accounts to cover outgoings - initially for c75 schemes, and expanding over the next 12 months to cover c250 schemes. The role involves dealing with confidential information, therefore a high level of discretion and professionalism is essential. You must also be able to work under pressure when high processing volumes will be required. This role can be based in our Croydon, Manchester, Birmingham, Belfast or Reading City Centre office with a hybrid workstyle. What does the role entail? Main point of contact for cash forecasting related queries from internal and external parties Monitor daily cash balances, maintain records and monitor cash flow to ensure that there are enough funds to cover outflows including payroll, member settlements, scheme invoices etc. Assist with the development and implementation of a new cash flow forecasting national team Train new employees as the function expands Reviewing reports on cash inflows and outflows and making adjustments as required to ensure that there are enough funds to cover outflows Preparing cash forecasts to help determine how much cash will be needed to cover upcoming expenses Requesting investments/disinvestments Liaising with scheme contacts and other interested third parties Set up scheme cash flows on Pulse software Download reports from workflow to input outflow details Answering queries Supporting the Head of Department General related office duties What we're looking for Previous experience within a cash management, treasury or related role is preferred. Strong communication skills and attention to detail are essential, as you will be communicating financial information within and outside the business. We are looking for someone with a 'can-do' attitude, with good problem-solving skills. Organisation skills are essential, you will be managing available cash for multiple schemes - you need to be well-organised and able to prioritise tasks appropriately. The ideal candidate will already have gained experience of working in an office environment in a financial role, have excellent computer skills and be able to process work to a very high standard. 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. 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. You can find out more about Isio and the benefits we offer on our career's website - Isio - Careers & Benefits. 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. 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.

Accounts Assistant - 12 month fixed term contract We are looking for an Accounts Assistant to join our Finance team, supporting day-to-day transactional finance activities. This is a junior role suited to someone with some prior experience in a professional services environment, who is keen to develop a broad grounding across credit control, purchase ledger, and general accounting processes. The role will involve a high volume of routine processing alongside regular interaction with internal stakeholders and external suppliers and clients. This role offers the opportunity to gain exposure across multiple areas of finance within a professional services organisation, with scope to develop technical skills. The role is based in our Birmingham city centre office with a hybrid workstyle and is a fixed-term contract for a period of 12 months. The closing date for applications is Sunday 10th May. What does the role entail? Credit Control Assist with the credit control process, including: Chasing overdue debts via email and phone: Monitoring aged debt and escalating issues where appropriate; Maintaining accurate customer account records Supporting the team with cash allocation and customer query resolution Building effective working relationships with internal teams to resolve billing and payment issues Purchase Ledger Processing supplier invoices in a timely and accurate manner Resolving invoice and supplier queries Preparing supplier payment runs for review and approval Maintaining supplier account details and reconciliations General Accounting & Processing Posting journals and other routine accounting entries Assisting with bank reconciliations and cash postings Supporting month-end processes as required Maintaining strong data accuracy and audit trails across all activities Supporting ad hoc finance tasks and process improvements as the role develops What we're looking for? Previous experience in an accounts or finance role, ideally within a professional services or similar environment Exposure to credit control and/or purchase ledger activities Good attention to detail and a high level of accuracy Confident using Microsoft Excel and accounting systems Strong organisational skills and ability to manage routine tasks effectively Good communication skills, with a professional approach when dealing with stakeholders Proactive and willing to learn Reliable and able to work to deadlines Comfortable with repetitive processing tasks while maintaining accuracy Team-oriented with a positive, "can-do" attitude 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. You can find out more about Isio and the benefits we offer on our career's website 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. 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.