Pension Expert

4 weeks ago


Bristol, Bristol, United Kingdom Isio Full time

About Us

Isio is a leading pensions advisory business that provides expert advice to companies, trustees, and individuals. Our team of specialists has decades of experience in challenging existing thinking on pensions, benefits, and investment advice.

We offer a range of services, including Actuarial & Consulting, Pensions Administration, Investment Advisory, Reward & Benefits, and Wealth Planning. Our unique edge comes from our heritage and independence, which enables us to be agile and invest quickly in innovative new solutions for our clients and society.

Our Mission

We are committed to delivering better opportunities for our people and our clients. We aim to create an environment where you can succeed in a role that makes the most of your existing skills and develops new ones.

Role and Responsibilities

  • To assist in growing our business by acting as a Pension Transfer Specialist for Safeguarded Pension Transfers.
  • To work alongside our part-time resource to provide pro-active input and sign-off for complex pensions relating to at-retirement services and high earner pension tax planning.
  • To work with our management team to maintain high standards of compliance and controlling of risk.
  • To support our business on projects that are considered a need to protect clients and the reputation position of Premier.
  • To interrogate Scheme Specifications for schemes where we are appointed by the sponsor to provide retirement advice, to ensure that we have all the information that we need to set up scheme templates within the FinCalc TVAS system.
  • To set up scheme templates within the FinCalc TVAS system, and to run test calculations to ensure that our projections are in line with those provided by the scheme.

Experience and Competencies Required

  • 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, including use of either MS Project, Excel, and Smart Office.
  • The ability to think objectively and without external influence, make important decisions that positively impact on client financial decisions.
  • The ability to manage stakeholders at all levels internally and externally with outstanding communication skills.
  • Excellent organisational and management skills.
  • Organised and thorough, with great attention to detail.
  • Strong influencing skills.
  • Excellent 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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