Pensions Consulting Graduate Analyst

Isio; Birmingham; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Induction programme

Skills training

Buddy system

Performance support

Professional qualifications (PMI)

Salary and bonus scheme

Job summary

Isio, based in Birmingham, is offering an early careers opportunity within its Pensions Consulting team. You will support trustees and employers with governance, meetings, budgets and scheme changes, while developing consulting, organisation and communication skills.

This is a permanent role with growing responsibilities as you learn. We value numerical and financial acumen, clear communication, and the ability to work collaboratively with colleagues and clients.

Qualifications

• You must have completed an undergraduate degree or higher-level qualification by 20 September 2027 and achieved a 2.1 or higher.

Responsibilities

• 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.
• Communicate clearly and listen to other people's views.

Skills

Numerical ability

Communication skills

Teamwork

Problem solving

Learning mindset

Education

Undergraduate degree (2.1+ by Sep 2027)

Job description

Role Overview

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.

Key Responsibilities

• 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
• 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

Qualifications and Requirements

We will assess these behaviours in a structured and consistent way during the recruitment process. Previous pensions or consulting experience is not required.

• 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 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. 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.

About Isio

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. You will develop technical, business and professional skills through on-the-job learning, formal training and hands-on client work.

Benefits 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), 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