Calculations & Benefits Senior Analyst

Isio Group; Birmingham; Híbrido; GBP 55 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Market leading bonus scheme

Resumo da oferta

Isio is seeking a Calculations & Benefits Senior Analyst to join the Client Onboarding & Change team within Pension Administration. The role focuses on delivering technical pensions workstreams, including the Pensions Dashboard, GMPe and client onboarding, with responsibilities spanning specifications, onboarding and bespoke calculation solutions.

You will collaborate with Admin Systems, Admin BAU and external stakeholders, with some team management responsibilities.

Qualificações

• Excellent knowledge of UK DB pension schemes and how benefits are calculated.
• Ability to interpret complex scheme rules and produce precise technical specifications.
• Strong analytical and problem-solving skills for data and calculation issues.
• Advanced Excel skills for bespoke calculation solutions.
• Experience implementing schemes onboarding and dashboard connections.
• Robust testing, QA, risk and controls practices.

Responsabilidades

• Lead and prioritise technical Pensions Dashboard activity across multiple schemes.
• Ensure scheme changes, data rectification and GMP equalisation updates are reflected in benefit specifications ahead of annual values refreshes.
• Develop and maintain bespoke technical calculations and controlled Excel solutions.
• Interpret scheme rules and translate complex benefits into accurate technical requirements.
• Oversee testing, quality assurance, risks, controls and technical documentation.
• Support the onboarding and connection of new administration clients to the Pensions Dashboard.
• Coordinate stakeholders, provide technical guidance and improve delivery processes.

Conhecimentos

UK DB pensions

Technical specifications

Excel advanced

Onboarding experience

Stakeholder management

Risk and controls

Ferramentas

Excel

Pensions Dashboard

Onboarding platforms

Descrição da oferta de emprego

Calculations & Benefits Senior Analyst

The Senior Analyst role sits within the Calculations & Benefits team, part of the Client Onboarding & Change division within the Pension Administration service line.

The Calculations & Benefits Senior Analyst plays a key role in the delivery and ongoing management of a range of technical pensions workstreams, including Isio’s Pensions Dashboard programme, GMPe and client onboarding. Responsibilities include maintaining up-to-date technical benefit specifications, supporting the technical onboarding of new schemes, and designing and maintaining bespoke calculation solutions. The role will initially focus on Pensions Dashboard, supporting delivery in line with regulatory dashboard refresh requirements.

The role will work closely with the Administration business, in particular the Admin Systems and Admin BAU teams, as well as stakeholders from across Isio and third parties. As part of the wider Client Onboarding and Change team there may be opportunities to work across workstreams and further expand your skills and knowledge.

The role will include some team management responsibilities.

This role can be based in our Reading, Birmingham, Manchester, Croydon or Bristol city centre office with a hybrid workstyle.

What does the role entail?

• Lead and prioritise technical Pensions Dashboard activity across multiple schemes.
• Ensure scheme changes, data rectification and GMP equalisation updates are reflected in benefit specifications ahead of annual values refreshes.
• Develop and maintain bespoke technical calculations and controlled Excel solutions.
• Interpret scheme rules and translate complex benefits into accurate technical requirements.
• Oversee testing, quality assurance, risks, controls and technical documentation.
• Support the onboarding and connection of new administration clients to the Pensions Dashboard.
• Coordinate stakeholders, provide technical guidance and improve delivery processes.

What we’re looking for

Essential

• Excellent knowledge of UK DB pension schemes, including benefit structures and calculation methodologies.
• Experience interpreting scheme rules and producing clear, accurate technical benefit specifications.
• Strong analytical and problem-solving skills, with the ability to investigate complex data and calculation issues.
• Advanced Excel skills.
• Developing complex excel calculation solutions.
• Experience of technical implementation and scheme onboarding.
• Strong testing and quality-assurance skills, including test planning, evidence review, regression testing and defect management.
• Excellent attention to detail, with a strong understanding of risk, controls, governance and audit requirements.
• Ability to manage competing priorities, dependencies and delivery deadlines across multiple schemes.
• Strong stakeholder-management and communication skills, including the ability to explain technical matters clearly.
• Experience working collaboratively across administration, systems, project and client teams.
• Ability to provide technical guidance, review work and support knowledge sharing within the team.
• Risk, control and governance principles and awareness

Desirable

• Knowledge of pensions dashboard legislation, regulatory guidance and technical standards.
• Experience connecting pension schemes to the pensions dashboard ecosystem.
• Experience designing, testing and maintaining automated or bespoke calculation solutions.
• Experience coaching or managing junior colleagues.

What you can expect in return

• A competitive salary and market leading bonus scheme

Why Join Isio

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards andour values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.

About Isio

A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.

Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us [e-mail]