Senior Manager – Post transaction specialist

Senior Manager – Post transaction specialist

Our Actuarial & Consulting Team

As part of this role you’ll be working in Isio’s Actuarial & Consulting team – over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors.

We advise on everything from helping trustees and sponsors to manage their defined benefit plans, running large scale communications projects and implementing 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.

This particular role will be as a post transaction specialist, part of our Risk Settlement team. This team of over 35 colleagues offers full insurance de-risking services for Trustees and Sponsors of Defined Benefit pension schemes and also provides services directly to insurers. Isio are a market leader in this area, having completed around 1 in 6 bulk annuity transactions in the market in 2024.

This is a key strategic area for Isio. Building on our current successes and enhancing our propositions to meet evolving market needs, we anticipate significant growth in this sector over the coming years. This role therefore provides an opportunity for an individual to work in an exciting area that is a key strategic focus.

What does the role entail?

We‘re looking for experienced senior consultants with relevant post transaction risk settlement experience to help continue to grow this specialist team.

As a challenger in the industry, we are looking for individuals with excellent pensions consulting and technical skills, a commercial outlook and an entrepreneurial mindset.

Day to day, you will be:

· Leading and managing delivery on a variety of pension schemes from buy-in through to buyout and wind-up.

· Using project management skills to support clients with efficiently navigating the journey to wind-up, collaborating with multiple stakeholders.

· Building relationships with clients and prospective clients, their advisors and the wider risk-settlement team to ensure smooth progress of these projects.

· As well as being involved in the technical aspects of projects, this will also involve working with and building relationships with clients directly, working as part of a team and developing those around you.

· Assisting in the development of new business, both with existing and new clients (including proposal and pitch support).

· Supporting development of best practice in post transaction delivery, documentation and training.

Technical aspects of this role would include:

· Understanding the pensions insurance industry and building relationships with insurers.

· Understanding the processes that need to be completed for a scheme to be able to buyout and wind-up.

· Supporting clients in post-transaction processes through to wind-up.

· Effective communication skills to be able to produce clear and concise documents, emails and presentations.

What we're looking for:

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 – relevant post transaction risk settlement industry experience.

· Technical knowledge – excellent UK pensions knowledge and experience of legislative requirements for pension scheme wind-ups.

· A great communicator – someone who can explain complex problems in a simple way to help everyone around the table understand and lead meetings with stakeholders.

· Enthusiasm and motivation - a great deal of desire for solving problems and delivering excellent outcomes.

· Excellent project management and client delivery skills – especially when balancing multiple demands on complex projects.

· Commercial skills – to help us develop our business and look for new opportunities.

· Qualifications - An actuarial qualification or Pension Management Institute qualification may be beneficial but is not essential for this role.

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 hrrecruitment@ISIO.com