Pension Expert Professional

2 days ago


Bristol, Bristol, United Kingdom Isio Full time
About Us

Isio is a pioneering company that has been revolutionizing the pensions industry since its inception. With decades of experience and a strong heritage, we have established ourselves as a leading provider of expert advice on pensions, benefits, and investment.

We pride ourselves on our independence, agility, and innovative approach to problem-solving. Our team of experienced professionals works closely with clients to deliver tailored solutions that meet their unique needs and goals.

Our relentless focus on innovation and excellence drives us to challenge traditional thinking and bring about positive change in the industry. We achieve this through close collaboration with our clients, who benefit from our expertise and unwavering commitment to delivering better outcomes.

With a strong presence in the UK market, we serve a diverse range of clients, including companies, trustees, and individuals. Our services span across actuarial and consulting, pensions administration, investment advisory, reward and benefits, and wealth planning.

Job Description

The Specialist Pensions Consultant will play a critical role in supporting our Pension Wealth Planning (PWP) business. This role will involve providing technical expertise on safeguarded pension transfers, at-retirement advice, high earner pension tax planning, and other complex areas of pension planning.

You will work closely with our experienced consultants to provide pro-active input and sign-off on complex pensions projects. Your expertise will be essential in maintaining high standards of compliance and risk management within our business.

This is an exciting opportunity for a seasoned professional to join our team and contribute to the growth and success of Isio. If you are passionate about pensions and committed to delivering exceptional results, we encourage you to apply.

Key Responsibilities:
  • Assist in growing PWP by acting as a Pension Transfer Specialist (PTS) for safeguarded pension transfers
  • Work alongside part-time resources to fulfill PTS roles
  • Provide proactive input and sign-off on complex pensions projects
  • Maintain high standards of compliance and risk management
Required Skills and Qualifications:
  • 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, or Smart Office
Benefits:

As a valued member of our team, you can expect a competitive salary, ranging between £80,000 - £110,000 per annum, depending on your experience and qualifications. You will also enjoy a range of benefits, including flexible working arrangements, paid volunteering days, and opportunities for professional development and growth.



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