Senior Manager – Risk Settlement (Post Transaction Specialist)

Isio; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading consulting firm in London seeks a post transaction specialist for its Risk Settlement team. The ideal candidate will manage various pension schemes and enhance client relationships while leveraging exceptional pensions consulting skills. With the opportunity to work in a hybrid model, this role is integral in driving success in a competitive market.

Benefits

Significant development opportunities

Flexible work arrangements

Team-building and social events

Qualifications

• Experience in relevant post transaction risk settlement.
• Excellent UK pensions knowledge and compliance with legislative requirements.
• Ability to explain complex issues simply to enhance understanding.
• Motivated problem solver with a desire for superior outcomes.
• Exceptional ability in managing projects and client deliveries.
• Strong team-oriented skills for effective collaboration.
• Commercial skills to identify and develop new business opportunities.

Responsibilities

• Manage multiple pension schemes from buy-in to wind-up.
• Support clients through the winding-up process with project management skills.
• Build and maintain client relationships and ensure smooth project progress.
• Involve both technical project aspects and client interactions.
• Assist in business development with both existing and new clients.

Skills

Pensions consulting

Technical skills

Project management

Commercial outlook

Entrepreneurial mindset

Education

Formal actuarial qualification

Job description

We’re growing and want you to be a part of our journey.

Our Actuarial & Consulting Team

As part of this role you’ll be working in Isio’s Actuarial & Consulting team – over 400 pensions consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors.

We advise on everything from helping trustees and sponsors to manage their defined benefit plans, running large scale communications projects and implementing alternative reward and pension provision. The range of work we get involved with is vast and there’ll be opportunities for you to gain lots of great, new experiences and put your skills to the test.

This particular role will be as a post transaction specialist, part of our Risk Settlement team. This team of over 35 colleagues offers full insurance de-risking services for Trustees and Sponsors of Defined Benefit pension schemes and also provides services directly to insurers. Isio are a market leader in this area, having completed around 1 in 6 bulk annuity transactions in the market in 2024.

This is a key strategic area for Isio. Building on our current successes and enhancing our propositions to meet evolving market needs, we anticipate significant growth in this sector over the coming years. This role therefore provides an opportunity for an individual to work in an exciting area that is a key strategic focus.

Role and Responsibilities

We‘re looking for experienced consultants with relevant post transaction risk settlement experience to help continue to grow this specialist team.

As a challenger in the industry, we are looking for individuals with excellent pensions consulting and technical skills, a commercial outlook and an entrepreneurial mindset.

Day to day, you will be:

• Managing a variety of pension schemes from buy-in through to buyout and wind-up.
• Using project management skills to support clients with efficiently navigating the journey to wind-up, collaborating with multiple stakeholders.
• Building relationships with clients and prospective clients, their advisors and the wider risk-settlement team to ensure smooth progress of these projects.
• As well as being involved in the technical aspects of projects, this will also involve working with and building relationships with clients directly, working as part of a team and developing those around you.
• Assisting in the development of new business, both with existing and new clients
• Technical aspects of this role would include:
  • Understanding the pensions insurance industry and building relationships with insurers.
  • Understanding the processes that need to be completed for a scheme to be able to buyout and wind-up.
  • Supporting clients in post-transaction processes through to wind-up.
  • Effective communication skills to be able to produce clear and concise documents, emails and presentations.

Key Skills & Experience

We’re looking for new colleagues with the following skills and expertise – but, please do apply if you don’t hit every requirement and still think you would be great for the role. Our business is better with a diverse range of experience, so we’ll consider each application on its own merits.

• Experience –relevant post transaction risk settlement industry experience.
• Technical knowledge – excellent UK pensions knowledge and experience of legislative requirements for pension scheme wind-ups.
• A great communicator – someone who can explain complex problems in a simple way to help everyone around the table understand.
• Enthusiasm and motivation - a great deal of desire for solving problems and delivering excellent outcomes.
• Excellent project management and client delivery skills – especially when balancing multiple demands.
• A great team worker – this will either be as part of a team, or managing a team, depending on your experience.
• Commercial skills – to help us develop our business and look for new opportunities.
• Qualifications - A formal actuarial qualification may be beneficial butis not essential for this role.

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

Where is the role?

Our Risk Settlement team are based across many of our UK offices. We can therefore offer a range of locations for you to choose from – including Belfast, Birmingham, Bristol, Croydon, Edinburgh, Glasgow, Leeds, London, Manchester and Reading.

We work on a hybrid basis, offering the opportunity for colleagues to split their time between working in the office and at home.

As a business we are great at building strong communities amongst our employees – both across locations and teams, hosting regular team building, charity, and social events.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.

You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits.

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

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 have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create 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 email [e-mail]