2027 Pensions Consulting Graduate Analyst - Birmingham

Isio; Birmingham; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Bonus scheme

Study support

Training & development

Friendly team

Job summary

Isio in Birmingham is recruiting a graduate into our Pensions Consulting team. You will support governance, meetings, budgets and client communications while building consulting, organisational and numerical skills.

This permanent graduate role includes induction, structured training and PMI qualification support, plus a buddy and growth opportunities. Office-based with a phased attendance plan and a collaborative team.

Qualifications

• Undergraduate degree or higher-level qualification with 2:1 classification.
• Any subject welcome; visa sponsorship not provided.
• Strong communication and numerical skills required.

Responsibilities

• Prepare trustee meeting agendas and papers.
• Draft governance materials and scheme returns.
• Attend client meetings and draft minutes.
• Track actions and deadlines to completion.
• Support employee communications and newsletters.
• Help clients understand governance changes affecting pension schemes.
• Review processes and contribute ideas for improving delivery.
• Assist with annual budget planning and adviser cost tracking.
• Contribute to proposals for new business opportunities.
• Coordinate with colleagues and advisers to deliver client outcomes.

Skills

Clear communication

Organisational skills

Numerical literacy

Teamwork

Willingness to learn

Education

Undergraduate degree (any subject)

2:1 or higher

Job description

Why Isio?

Starting your career is about more than finding a job. It's about finding a place where you can learn, grow and make an impact.

At Isio, you'll work on meaningful projects, gain professional qualifications, receive structured development support and learn from experienced colleagues who are invested in your success. We're proud to have been recognised as one of the UK's leading employers for graduates and apprentices, reflecting our commitment to providing an outstanding Early Careers experience.

Find out more about our Early Careers programmes, awards and colleague experiences on our Early Careers website.

Pensions Consulting

Join our Pensions Consulting team in Birmingham and help pension scheme trustees and employers run their schemes effectively. You will support clients with governance, meetings, communications, budgets and changes that affect their schemes and members.

You will work with colleagues and clients from the start, building your knowledge of pension schemes while developing strong consulting, organisation and communication skills. You will be employed on a permanent basis, and your responsibilities will grow as your skills and confidence develop.

What does the role entail?

• Help prepare trustee meeting agendas and coordinate meeting papers
• Prepare governance materials, including risk logs, training logs and scheme returns
• Attend client meetings and draft clear meeting minutes
• Track actions and help ensure they are completed by agreed deadlines
• Support employee communications, including newsletters
• Help clients understand and respond to governance changes affecting their pension schemes
• Review processes and contribute ideas for improving client delivery
• Support annual budget planning and monitor adviser costs
• Contribute to proposals for new business opportunities
• Coordinate with colleagues and other advisers to deliver agreed client outcomes

We will assess these behaviours in a structured and consistent way during the recruitment process.

What We’re Looking For

• Clear and consistent written and spoken communication skills
• The ability to organise information, priorities and deadlines
• The ability to work with numerical and financial information
• An interest in pensions, business and solving problems
• The ability to build effective working relationships
• A willingness to learn, ask questions and use feedback
• The ability to work collaboratively with colleagues and clients, valuing different perspectives
• Communicate clearly and listen to other people’s views
• Consistent care taken over quality, accuracy and follow-through
• Those that can respond constructively when priorities change
• Those that stay curious and look for better ways to solve problems
• Consistently show respect, fairness and integrity

Previous Pensions Or Consulting Experience Is Not Required.

Training and development

• A induction programme
• Technical and professional skills training
• Ongoing opportunities to build your pensions and wider market knowledge
• A buddy to help you settle in
• Support from a Performance Manager with your development and progress
• Support will be provided to work towards and achieve qualifications with the Pensions Management Institute (PMI)

Length of programme

You will be employed on a permanent basis from the start of your graduate role.

Location and working pattern

This role is based in our Birmingham office.

Expected office attendance, including the first few months is four days per week minimum in office and then two/three days a week in the office moving forwards.

The working pattern will reflect client, team and learning needs. Reasonable adjustments will be considered where appropriate.

Entry Requirements

• You must have completed an undergraduate degree or higher-level qualification by 20 September 2027 and achieved a 2.1 or higher. If you are in your final year, you should be on track to achieve this
• We welcome applications from people studying any subject

We are not able to provide visa sponsorship for this position and therefore you will need to be able to work in the UK without the need for visa sponsorship now or in the future.

Start date: 22 September 2027

Recruitment process

• completing an online application form where we will establish your eligibility for this role
• an invitation to complete a ‘Skills that Build’ assessment and numerical reasoning online assessment - more information on this is available here
• online motivation and competency questions requiring video and/or written responses
• a further review of your application assessing your potential to be successful in this role
• an interview, in-person, with Managers in this role in the office you have applied to be based in

We will explain what to expect before each stage. The process will assess your motivation, numerical and problem-solving skills, communication, teamwork and approach to learning. It will not assume previous pensions knowledge.

What You Can Expect In Return

• A competitive salary and a market-leading bonus scheme, with stretch targets to reward high performance
• Study support to help you achieve professional qualifications, with salary increases for exam passes
• Development and training opportunities to support your career ambitions throughout your time with us
• A friendly and supportive team who will help you deliver your best work

You can find out more about us and the benefits we offer here: Isio – Careers & Benefits

Disability Confident Committed

Isio is proud to be a Disability Confident Committed employer. We are committed to attracting, recruiting and retaining talented disabled people and creating an inclusive workplace where everyone can thrive.

If you require any reasonable adjustments or support at any stage of the recruitment process, please contact [e-mail] and we will be happy to discuss your requirements.