Assistant Team Manager – Pensions Administration

Overview

We’re growing and we want you to be part of our journey. At Isio, our purpose is to create better outcomes for our people, our clients and society. We are a people-first business and we’re committed to helping our colleagues gain a wide variety of experience, significant development opportunities and progression through the business.

Our Pensions Administration Team – We provide a friction-free pensions administration journey for our clients and their members. We believe that by creating the right blend of human touch and state-of-the-art technology, we’ll deliver the best possible experience for every member on their road to retirement and beyond.

What’s the role?

Pensions Administration is the heart of our trustee services and we are seeking a caring, motivated and technically competent Assistant Team Manager to join our team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, predominantly Defined Benefit schemes. You will manage day-to-day activities in relation to your portfolio, and support the team with their training and development needs. This role will ideally be based in our Croydon or Birmingham office with a hybrid workstyle, but other office locations can be considered for the right candidate.

Key Responsibilities

• Oversee and prioritise the allocation of all incoming work.
• Take responsibility for all work to ensure delivery is of a high standard and in accordance with client Service Level Agreements.
• Process member events within deadlines, ensuring compliance with Isio’s standards as well as scheme rules and legislation.
• Peer review and check work to ensure it is of a high standard and compliant with scheme rules and legislation.
• Provide support and share knowledge across the team.
• Maintain a culture which reflects Isio’s values and puts the member at the heart of all activities.
• Attend and present at internal and external meetings (including Trustee and/or client meetings).
• Keep up to date with technical and scheme changes, particularly those that impact your portfolio of schemes.
• Take responsibility for ad hoc projects ensuring deadlines are met and quality is high.
• Identify non-core fee projects and ensure these are raised with the client in a timely manner.
• Be positive and professional at all times, displaying strong leadership skills to help build relationships with others.

Key skills and experience

• Experience – an experienced deputy team leader / strong senior pensions administrator with relevant experience in delivering administration services to Defined Benefit pension schemes.
• Excellent customer service focus with the ability to assess client needs, build relationships and manage expectations.
• A great communicator – the ability to communicate with clients, members and colleagues with impact and credibility.
• Enthusiasm and motivation – a strong desire to solve problems and deliver excellent customer service.
• Excellent time management – the ability to manage resources across multiple tasks with a proven track record of delivering to deadlines.
• A great team worker – an emerging role model within Isio, with the ability to support and develop others.
• Experience of presenting administration reports and communicating with clients/trustees.
• Experience of managing, mentoring, supervising, and developing teams.

What you can expect in return

• A competitive salary and market leading bonus scheme with stretch targets for 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 to deliver your best work.

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 and our values guide how we advise our clients, operate as a business and work together as a team. We encourage our people to be bold, communicate with conviction, and deliver advice that matters. We offer hybrid, flexible work options to support work-life balance. Isio is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

About Isio

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

Isio is committed to fostering an inclusive, equitable and diverse workplace. We uphold values of respect, fairness, and inclusion. We offer a hybrid, flexible approach to work to support a work-life balance. If you may require a reasonable adjustment to be made for any reason during recruitment, please ask us at hrrecruitment@ISIO.com.

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