Pension Specialist

2 months ago

Bristol, Bristol, United Kingdom Isio Full time

About Us

Isio is a leading provider of pensions, benefits, and investment advice. We have a unique heritage and a relentless focus on innovation, enabling us to bring our industry into the modern world.

We are a People First business, committed to delivering better opportunities for our people and clients. We have a strong track record of commercial advantage for clients across pensions, and we are proud to work with a third of the FTSE 350, with over 200 boards of trustees, and across all sectors.

We are committed to equality, diversity, and inclusion, and we welcome applications from all suitably qualified candidates.

Job Summary

We are seeking a highly experienced Pension Specialist to join our team. The successful candidate will have a strong background in pensions, with a focus on safeguarded pension transfers, at-retirement advice, and high earner pension tax planning.

Key Responsibilities

  • Assist in growing our business by acting as a Pension Transfer Specialist for safeguarded pension transfers.
  • Work alongside our part-time resource to provide proactive input and sign-off for complex pensions relating to at-retirement services and high earner pension tax planning.
  • Provide technical expertise to support our clients and maintain high standards of compliance and risk control.
  • Support our business on projects that require expertise in pensions and risk management.
  • Interrogate scheme specifications to ensure we have all the necessary information to set up scheme templates within our FinCalc TVAS system.
  • Set up scheme templates and run test calculations to ensure our projections are accurate.

Requirements

  • CII G60 or AF3 examinations essential, plus a commitment to study for the new CII pension transfer exam AF7.
  • Good IT skills, including MS Word, Excel, and PowerPoint.
  • Project management experience, including use of MS Project, Excel, and Smart Office.
  • Strong analytical and problem-solving skills, with the ability to think objectively and make important decisions that positively impact client financial decisions.
  • Excellent communication and stakeholder management skills.
  • Commercial awareness and sound judgment.
  • At least 10 years of experience in pensions, with a focus on safeguarded pension transfers, at-retirement advice, and high earner pension tax planning.

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