Pension Specialist

1 month ago

Bristol, Bristol, United Kingdom Isio Full time
About Us

Isio is a pioneering company that has been challenging conventional thinking on pensions, benefits, and investment advice since its inception. We provide expert services to companies, trustees, and individuals, covering a range of core pensions business areas, including Actuarial & Consulting and Pensions Administration, as well as complementary services such as Investment Advisory, Reward & Benefits, and Wealth Planning.

Our Mission

We strive to bring our industry into the modern world by challenging tradition and embracing innovation. Our relentless focus on delivering better outcomes for our clients and society drives us to continuously improve and expand our services.

Our Values

We are committed to equality, diversity, and inclusion, and we welcome applications from all suitably qualified candidates. Our people are our greatest asset, and we provide a supportive environment that enables them to reach their full potential.

Job Description

Specialist Pension Consultant

This role is designed to support our Pension Wealth Planning (PWP) team in providing expert advice on complex pensions. The successful candidate will have primary focus on safeguarded pension transfers, with additional responsibilities in at-retirement advice, high earner pension tax planning, and other complex areas of pension planning.

The Specialist Pension Consultant will work closely with the PWP team to deliver high-quality services to our clients, including large-scale project work. They will be responsible for providing pro-active input and sign-off on complex pensions, as well as working with our management team to maintain high standards of compliance and risk management.

Key Responsibilities

  • Assist in growing PWP by acting as a Pension Transfer Specialist (PTS) for safeguarded pension transfers.
  • Work alongside the part-time resource already fulfilling the PTS role.
  • Provide pro-active input and sign-off on complex pensions relating to at-retirement services and high earner pension tax planning.
  • Work with the management team of PWP to maintain high standards of compliance and risk management.
  • Support the PWP business on projects that require expertise in safeguarded pension transfers.
  • Interrogate Scheme Specifications for schemes where we are appointed by the sponsor to provide retirement advice.
  • Set up scheme templates within the FinCalc TVAS system and run test calculations to ensure accuracy.

Requirements

  • CII G60 or AF3 examinations essential, plus a commitment to study for the new CII pension transfer exam AF7.
  • Good IT-based experience, including MS Word, Excel, and PowerPoint.
  • Project Management skills, including use of MS Project, Excel, and Smart Office.
  • Ability to think objectively and make important decisions that positively impact client financial decisions.
  • Excellent communication and stakeholder management skills.
  • Organised and thorough, with great attention to detail.
  • Strong influencing and negotiating skills.
  • Commercial awareness and sound judgement.
  • At least 10 years of experience in pensions.
  • Past experience in dealing with Defined Benefit transfers, high earner pension issues, and Pension Freedoms.

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