An opportunity has arisen within this Fire Service's Business Intelligence section for a Strategic Performance and Insights Partner, based at their Headquarters in Sheffield. Strategic Performance and Insights Partner Location: Central Sheffield Hours: Full Time, 37 hours per week (Flexi Time) Contract: Permanent Salary: £36,363 - £39,152 (Grade 7) Overall Purpose You will lead the management of performance functions within the organisation, ensuring robust data governance, insightful performance reporting, and evidence-based decision support. The role drives continuous improvement across the organisation by developing and embedding performance management frameworks, coordinating service improvement events, and supporting strategic decision-making through high-quality data and analysis. About the Role To be considered for this role, you will have a proven track record of managing teams to meet deadlines, as well as experience influencing senior managers. You will be adept at evaluating reports and procedures to identify improvements, writing high-quality reports, and using analytical tools such as Excel or Power BI to analyse complex data sets. Experience in designing and applying performance management frameworks, and managing multiple projects simultaneously, is essential. You must possess a strong knowledge of statistical techniques, data quality principles, and relevant legislation such as GDPR. You must have excellent problem-solving skills, with the ability to translate complex data into actionable insights for non-technical audiences. You should be able to work both independently and collaboratively, demonstrating flexibility and adaptability. Key duties will include developing and implementing performance management frameworks and producing corporate performance reports. You will oversee data collection systems, ensure data quality, and manage the Data Quality Analysts. You will roll out data literacy and quality training, review performance indicators, coordinating statutory data returns, and supporting the development of strategic documents and policies. Closing date for applications is Sunday 24 May 2026 at 23:59pm. Interviews will be held on the week commencing 1 June 2026. Interested? To apply, please click the apply button. You will be taken to a simple CHM Recruit form where you can find out more information and complete your application by following the instructions. New starters will commence on the bottom of the salary grade and will receive increases to the top of the grade on an incremental basis. The employer offers 28 days annual leave (pro-rata) plus Bank Holidays. Annual leave increases after 5 years' service to 32 days, followed by an extra day a year up to a maximum of 37 days. The Service also operate a generous flexi time attendance scheme. Most of the employer's corporate roles offer flexi time and agile working, meaning people can vary their hours to suit their commitments outside of work as agreed with their line manager. Flexi time can be accrued with a potential of up to 13 days to be taken within a year. All eligible corporate staff are auto-enrolled onto the Local Government Pension Scheme with contributions ranging from 5.5% to 12.5%. It is a defined benefit pension scheme that means pensions are based on salary and the length of paying into the scheme. Other benefits include (but not limited to) - enhanced sick pay, access to free on-site gyms, a cycle 2 work scheme, access to emergency services discounts across a wide variety of popular companies, enhanced maternity and paternity schemes and the opportunity to join the TransaveUK credit union. The employer is committed to cultivating a diverse and inclusive workplace where every individual feels valued, respected, and empowered to contribute their unique perspectives and talents. They warmly welcome applications from individuals who identify with underrepresented groups within their workforce, including individuals from Minority Ethnic backgrounds, women, those who identify as Lesbian, Gay, Bisexual, or Transgender (LGBT+), and individuals with disabilities. In addition, they will look to support anyone who requires Part Time/Job share working hours. The employer believes that a diverse workforce leads to innovation, creativity, and better decision-making, and they are dedicated to creating an environment where everyone can thrive. Applications from job share candidates will be considered and all applications will be given equal consideration. Please note the appointment is subject to successful pre-employment screening i.e. asylum and immigration check, references, medical screening, and a minimum of a standard level Disclosure and Barring Service (DBS) check which includes current and spent criminal records information. Enhanced checks with barred lists will be carried out for roles that undertake 'regulated activity' which is a term related to working with children or vulnerable adults. Please also note that the employer may conduct substance misuse testing on a 'for cause' basis, in line with their Substance Misuse Policy. Testing is carried out where there are reasonable grounds and this is managed confidentially and in accordance with established procedures. The employer's recruitment and selection procedures reflect their commitment to safeguarding and promoting the welfare of Adults, Children and Young People. All staff are expected to share this commitment. If you require any of the recruitment documents in larger print this can be arranged. No agencies please.
May 14, 2026
Full time
An opportunity has arisen within this Fire Service's Business Intelligence section for a Strategic Performance and Insights Partner, based at their Headquarters in Sheffield. Strategic Performance and Insights Partner Location: Central Sheffield Hours: Full Time, 37 hours per week (Flexi Time) Contract: Permanent Salary: £36,363 - £39,152 (Grade 7) Overall Purpose You will lead the management of performance functions within the organisation, ensuring robust data governance, insightful performance reporting, and evidence-based decision support. The role drives continuous improvement across the organisation by developing and embedding performance management frameworks, coordinating service improvement events, and supporting strategic decision-making through high-quality data and analysis. About the Role To be considered for this role, you will have a proven track record of managing teams to meet deadlines, as well as experience influencing senior managers. You will be adept at evaluating reports and procedures to identify improvements, writing high-quality reports, and using analytical tools such as Excel or Power BI to analyse complex data sets. Experience in designing and applying performance management frameworks, and managing multiple projects simultaneously, is essential. You must possess a strong knowledge of statistical techniques, data quality principles, and relevant legislation such as GDPR. You must have excellent problem-solving skills, with the ability to translate complex data into actionable insights for non-technical audiences. You should be able to work both independently and collaboratively, demonstrating flexibility and adaptability. Key duties will include developing and implementing performance management frameworks and producing corporate performance reports. You will oversee data collection systems, ensure data quality, and manage the Data Quality Analysts. You will roll out data literacy and quality training, review performance indicators, coordinating statutory data returns, and supporting the development of strategic documents and policies. Closing date for applications is Sunday 24 May 2026 at 23:59pm. Interviews will be held on the week commencing 1 June 2026. Interested? To apply, please click the apply button. You will be taken to a simple CHM Recruit form where you can find out more information and complete your application by following the instructions. New starters will commence on the bottom of the salary grade and will receive increases to the top of the grade on an incremental basis. The employer offers 28 days annual leave (pro-rata) plus Bank Holidays. Annual leave increases after 5 years' service to 32 days, followed by an extra day a year up to a maximum of 37 days. The Service also operate a generous flexi time attendance scheme. Most of the employer's corporate roles offer flexi time and agile working, meaning people can vary their hours to suit their commitments outside of work as agreed with their line manager. Flexi time can be accrued with a potential of up to 13 days to be taken within a year. All eligible corporate staff are auto-enrolled onto the Local Government Pension Scheme with contributions ranging from 5.5% to 12.5%. It is a defined benefit pension scheme that means pensions are based on salary and the length of paying into the scheme. Other benefits include (but not limited to) - enhanced sick pay, access to free on-site gyms, a cycle 2 work scheme, access to emergency services discounts across a wide variety of popular companies, enhanced maternity and paternity schemes and the opportunity to join the TransaveUK credit union. The employer is committed to cultivating a diverse and inclusive workplace where every individual feels valued, respected, and empowered to contribute their unique perspectives and talents. They warmly welcome applications from individuals who identify with underrepresented groups within their workforce, including individuals from Minority Ethnic backgrounds, women, those who identify as Lesbian, Gay, Bisexual, or Transgender (LGBT+), and individuals with disabilities. In addition, they will look to support anyone who requires Part Time/Job share working hours. The employer believes that a diverse workforce leads to innovation, creativity, and better decision-making, and they are dedicated to creating an environment where everyone can thrive. Applications from job share candidates will be considered and all applications will be given equal consideration. Please note the appointment is subject to successful pre-employment screening i.e. asylum and immigration check, references, medical screening, and a minimum of a standard level Disclosure and Barring Service (DBS) check which includes current and spent criminal records information. Enhanced checks with barred lists will be carried out for roles that undertake 'regulated activity' which is a term related to working with children or vulnerable adults. Please also note that the employer may conduct substance misuse testing on a 'for cause' basis, in line with their Substance Misuse Policy. Testing is carried out where there are reasonable grounds and this is managed confidentially and in accordance with established procedures. The employer's recruitment and selection procedures reflect their commitment to safeguarding and promoting the welfare of Adults, Children and Young People. All staff are expected to share this commitment. If you require any of the recruitment documents in larger print this can be arranged. No agencies please.
At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. AMS is a global workforce solutions partner committed to creating inclusive, dynamic, and future-ready workplaces. We help organisations adapt, grow, and thrive in an ever-evolving world by building, shaping, and optimising diverse talent strategies. We partner with M&G to support their contingent recruitment processes. Acting as an extension of their recruitment teams, we connect them with skilled interim and temporary professionals, fostering workplaces where everyone can contribute and succeed. On behalf of M&G, AMS are looking for a Business Analyst Life- Financial Crime based in Edinburgh/ London for an initial 6- month contract . It is a hybrid model. We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role. Purpose of the role: The Business Analyst will support the delivery of the Framework Implementation workstream within the Financial Crime Enhancement Programme (FCEP) for the Life Business. This workstream focuses on embedding enhanced financial crime frameworks, including governance, risk appetite, policies, standards, and MI reporting, to strengthen the organisation's control environment and meet regulatory expectations. The role involves gathering and analysing requirements, designing solutions, and supporting implementation activities to ensure frameworks are effectively integrated across the business. The BA will work closely with Programme Managers, the Financial Crime team, Compliance, Risk, and Operations teams to translate strategic objectives into actionable deliverables. What you'll do: Analyse current frameworks and identify gaps against regulatory requirements and best practice. Produce high-quality gap analysis outputs, business requirements documents and process maps Support solution design and implementation planning for framework enhancements. Facilitate workshops with stakeholders to validate requirements and ensure alignment across 1LoD and 2LoD. Collaborate with Financial Crime team, Compliance, Risk, and Operations teams to embed frameworks into BAU processes. Provide input into programme governance packs and steering committee updates. Assist with planning and execution for framework-related changes. Maintain RAID for BA-related risks and issues. Support other FCEP workstreams as required to meet programme priorities. The skills you'll need: Strong analytical skills with ability to interpret data and regulatory requirements. Expertise in requirements elicitation, process mapping, and solution design. Ability to manage ambiguity and conflicting stakeholder priorities. Excellent stakeholder engagement and communication skills e.g. comfortable discussing Financial Crime requirements with senior business stakeholders Comfortable working in Agile, Waterfall, and hybrid environments. Able to own deliverables with minimum supervision. Significant experience delivering across the full project lifecycle in regulatory or financial crime programmes. Experience conducting gap analysis between current (as-is) and target (to-be) states Skilled in facilitating workshops and producing high-quality analysis artefacts. Experience and knowledge of Financial Services Life and pensions products and practices. Next steps We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
May 14, 2026
Contractor
At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. AMS is a global workforce solutions partner committed to creating inclusive, dynamic, and future-ready workplaces. We help organisations adapt, grow, and thrive in an ever-evolving world by building, shaping, and optimising diverse talent strategies. We partner with M&G to support their contingent recruitment processes. Acting as an extension of their recruitment teams, we connect them with skilled interim and temporary professionals, fostering workplaces where everyone can contribute and succeed. On behalf of M&G, AMS are looking for a Business Analyst Life- Financial Crime based in Edinburgh/ London for an initial 6- month contract . It is a hybrid model. We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role. Purpose of the role: The Business Analyst will support the delivery of the Framework Implementation workstream within the Financial Crime Enhancement Programme (FCEP) for the Life Business. This workstream focuses on embedding enhanced financial crime frameworks, including governance, risk appetite, policies, standards, and MI reporting, to strengthen the organisation's control environment and meet regulatory expectations. The role involves gathering and analysing requirements, designing solutions, and supporting implementation activities to ensure frameworks are effectively integrated across the business. The BA will work closely with Programme Managers, the Financial Crime team, Compliance, Risk, and Operations teams to translate strategic objectives into actionable deliverables. What you'll do: Analyse current frameworks and identify gaps against regulatory requirements and best practice. Produce high-quality gap analysis outputs, business requirements documents and process maps Support solution design and implementation planning for framework enhancements. Facilitate workshops with stakeholders to validate requirements and ensure alignment across 1LoD and 2LoD. Collaborate with Financial Crime team, Compliance, Risk, and Operations teams to embed frameworks into BAU processes. Provide input into programme governance packs and steering committee updates. Assist with planning and execution for framework-related changes. Maintain RAID for BA-related risks and issues. Support other FCEP workstreams as required to meet programme priorities. The skills you'll need: Strong analytical skills with ability to interpret data and regulatory requirements. Expertise in requirements elicitation, process mapping, and solution design. Ability to manage ambiguity and conflicting stakeholder priorities. Excellent stakeholder engagement and communication skills e.g. comfortable discussing Financial Crime requirements with senior business stakeholders Comfortable working in Agile, Waterfall, and hybrid environments. Able to own deliverables with minimum supervision. Significant experience delivering across the full project lifecycle in regulatory or financial crime programmes. Experience conducting gap analysis between current (as-is) and target (to-be) states Skilled in facilitating workshops and producing high-quality analysis artefacts. Experience and knowledge of Financial Services Life and pensions products and practices. Next steps We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
Calculations and Benefits Senior Analyst We are expanding our Client Onboarding and Change team and are looking for experienced Calculation Analysts to support the delivery of work in our Calculations and Benefits Team in a consistent and market leading manner. We are delivering across the pensions administration business on small, medium, and large-scale implementation and calculation projects including new business and post-project implementation, such as GMPE. 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. The role will likely be visible to, and involve working with, all levels of the business - from Partners to frontline operational teams. These roles can be based in our Croydon, Manchester, Reading, Bristol or Birmingham city centre office with a hybrid workstyle. What does the role entail? We are looking for an individual with strong Excel skills, excellent attention to detail, an understanding of scheme rules and good communication skills. You should have a strong technical understanding, a commercial outlook, and an entrepreneurial mindset. Your key responsibilities will be: Evaluating and documenting business processes. Creating and signing off robust calculation proformas. Creating a robust test grid. Conducting user acceptance testing. Investigating calculation discrepancies. Clearly communicating design and changes to business stakeholders, technical teams, and management. Building training materials. Acting as a liaison between stakeholders, users, and technical teams to ensure effective adoption of any new system or process. Identifying new opportunities for improvement. Analysing options to identify the best fit for the business need. Managing team workflow and supporting junior team members. Providing technical guidance and development of the testing calculation proformas for legislative and scheme changes. Lead on a range of Pensions Administration Calculation Implementations and Projects. Oversee and support transformation, installation and solutions implementation, where required. Produce and present to varying stakeholders on a range of pensions administration and technology services and outcomes. Enable and adopt effective risk management and governance frameworks. Offer technical advice and support to colleagues and external stakeholders. Ensuring processes are embedded into BAU Administration and completing post implementation / project analysis to confirm acceptance and provide lessons learned. What we're looking for Essential People who are driven by Isio's purpose and values and a culture of continuous improvement, change and growth. Knowledge and understanding of UK Defined Benefit and UK Defined Contribution Pensions. Minimum three years' experience in a role focused primarily on calculation based theory and formula development. Experience mentoring, ideally managing, junior colleagues and their workload. Track record of calculation solutions implementation and transformation. Pragmatic, with a keen eye for detail. Collaborative, transparent and inclusive values. Dynamic and organised, to enable effective decision making and prioritisation. Strong analytical skills and creative approach to getting work delivered. Positive role model to colleagues and stakeholders. Personal development and ambition. Desirable Experience delivering calculations of various size and types as a Calculation analyst. Comfortable with managing stakeholders of all kinds to influence and determine acceptable solutions. Able to define clarity out of ambiguity - always seeking the underlying "why" - or rationale. Experience creating detailed reports and giving presentations. Competency in Microsoft applications including Word, Excel, and Outlook. Excellent planning, organisational, and time management skills. Presentation skills that demonstrate the ability to communicate across various mediums to both technical and non-technical audiences at all levels. Experience of working in a Pensions Administration environment. Experience of modern Pensions Administrations systems. What you can expect in return A competitive salary and market leading bonus scheme. 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 .
May 13, 2026
Full time
Calculations and Benefits Senior Analyst We are expanding our Client Onboarding and Change team and are looking for experienced Calculation Analysts to support the delivery of work in our Calculations and Benefits Team in a consistent and market leading manner. We are delivering across the pensions administration business on small, medium, and large-scale implementation and calculation projects including new business and post-project implementation, such as GMPE. 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. The role will likely be visible to, and involve working with, all levels of the business - from Partners to frontline operational teams. These roles can be based in our Croydon, Manchester, Reading, Bristol or Birmingham city centre office with a hybrid workstyle. What does the role entail? We are looking for an individual with strong Excel skills, excellent attention to detail, an understanding of scheme rules and good communication skills. You should have a strong technical understanding, a commercial outlook, and an entrepreneurial mindset. Your key responsibilities will be: Evaluating and documenting business processes. Creating and signing off robust calculation proformas. Creating a robust test grid. Conducting user acceptance testing. Investigating calculation discrepancies. Clearly communicating design and changes to business stakeholders, technical teams, and management. Building training materials. Acting as a liaison between stakeholders, users, and technical teams to ensure effective adoption of any new system or process. Identifying new opportunities for improvement. Analysing options to identify the best fit for the business need. Managing team workflow and supporting junior team members. Providing technical guidance and development of the testing calculation proformas for legislative and scheme changes. Lead on a range of Pensions Administration Calculation Implementations and Projects. Oversee and support transformation, installation and solutions implementation, where required. Produce and present to varying stakeholders on a range of pensions administration and technology services and outcomes. Enable and adopt effective risk management and governance frameworks. Offer technical advice and support to colleagues and external stakeholders. Ensuring processes are embedded into BAU Administration and completing post implementation / project analysis to confirm acceptance and provide lessons learned. What we're looking for Essential People who are driven by Isio's purpose and values and a culture of continuous improvement, change and growth. Knowledge and understanding of UK Defined Benefit and UK Defined Contribution Pensions. Minimum three years' experience in a role focused primarily on calculation based theory and formula development. Experience mentoring, ideally managing, junior colleagues and their workload. Track record of calculation solutions implementation and transformation. Pragmatic, with a keen eye for detail. Collaborative, transparent and inclusive values. Dynamic and organised, to enable effective decision making and prioritisation. Strong analytical skills and creative approach to getting work delivered. Positive role model to colleagues and stakeholders. Personal development and ambition. Desirable Experience delivering calculations of various size and types as a Calculation analyst. Comfortable with managing stakeholders of all kinds to influence and determine acceptable solutions. Able to define clarity out of ambiguity - always seeking the underlying "why" - or rationale. Experience creating detailed reports and giving presentations. Competency in Microsoft applications including Word, Excel, and Outlook. Excellent planning, organisational, and time management skills. Presentation skills that demonstrate the ability to communicate across various mediums to both technical and non-technical audiences at all levels. Experience of working in a Pensions Administration environment. Experience of modern Pensions Administrations systems. What you can expect in return A competitive salary and market leading bonus scheme. 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 .
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
May 08, 2026
Full time
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
Defined Benefits Pensions Business Analyst We are looking for an experienced Defined Benefits Pensions Business Analyst to support a pensions administrator through the discovery phase of a planned migration onto IntelliPen , the pensions administration platform provided by Procentia . This is likely to be an initial 3-month engagement , focused on understanding the client's current DB pensions administration environment, capturing operational and product requirements, assessing migration readiness, and helping shape the approach for a future platform migration. The role would suit someone with deep Defined Benefits pensions knowledge, strong business analysis capability, and prior experience supporting pensions administration platform change. Key Responsibilities Lead business analysis activity during the discovery phase of a DB pensions administration platform migration. Work with pensions administrators, operations teams, SMEs and technology stakeholders to understand current-state processes, data, controls and pain points. Capture and document product, operational, functional and non-functional requirements for DB scheme administration. Support analysis of how existing DB administration processes will map onto IntelliPen or a comparable pensions administration platform. Produce clear discovery outputs including process maps, requirements documentation, stakeholder summaries, RAID inputs and recommendations. Act as a credible bridge between pensions operations, business users and technical delivery teams. Essential Experience Strong experience working with Defined Benefits pension schemes at both product and operational administration level. Proven business analysis experience within pensions administration, platform change or operational transformation environments. Experience supporting or delivering pensions administration platform migrations , ideally involving DB schemes. Understanding of DB scheme administration processes, including member records, calculations, workflows, case management, reporting, controls and regulatory considerations. Ability to engage with pensions SMEs, administrators, business users and senior stakeholders. Desirable Experience Hands-on experience with IntelliPen / Procentia .
May 08, 2026
Contractor
Defined Benefits Pensions Business Analyst We are looking for an experienced Defined Benefits Pensions Business Analyst to support a pensions administrator through the discovery phase of a planned migration onto IntelliPen , the pensions administration platform provided by Procentia . This is likely to be an initial 3-month engagement , focused on understanding the client's current DB pensions administration environment, capturing operational and product requirements, assessing migration readiness, and helping shape the approach for a future platform migration. The role would suit someone with deep Defined Benefits pensions knowledge, strong business analysis capability, and prior experience supporting pensions administration platform change. Key Responsibilities Lead business analysis activity during the discovery phase of a DB pensions administration platform migration. Work with pensions administrators, operations teams, SMEs and technology stakeholders to understand current-state processes, data, controls and pain points. Capture and document product, operational, functional and non-functional requirements for DB scheme administration. Support analysis of how existing DB administration processes will map onto IntelliPen or a comparable pensions administration platform. Produce clear discovery outputs including process maps, requirements documentation, stakeholder summaries, RAID inputs and recommendations. Act as a credible bridge between pensions operations, business users and technical delivery teams. Essential Experience Strong experience working with Defined Benefits pension schemes at both product and operational administration level. Proven business analysis experience within pensions administration, platform change or operational transformation environments. Experience supporting or delivering pensions administration platform migrations , ideally involving DB schemes. Understanding of DB scheme administration processes, including member records, calculations, workflows, case management, reporting, controls and regulatory considerations. Ability to engage with pensions SMEs, administrators, business users and senior stakeholders. Desirable Experience Hands-on experience with IntelliPen / Procentia .
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. 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 You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. 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 ask.
Oct 08, 2025
Full time
Senior Pensions Project Analyst We are seeking a Senior pensions project administrator/analyst to work in our newly created specialist Administration Project Implementations Team. You will be responsible for the delivery and technical aspects of administration projects. The types of projects you may be asked to work on will include, but is not limited to, the following: GMP reconciliation projects; GMP Equalisation projects; benefit analysis and rectification work; De-risking activity including projects relating to insurance transactions; individual technical or high priority cases; data work; CETV Top Up Exercises and No Further Liability exercises. This role can be based in our Leeds, Manchester, Edinburgh, Glasgow, Belfast, Reading, Birmingham, Bristol or Croydon offices with a hybrid workstyle. What does the role entail? Project Delivery: Involvement in the planning, execution, and monitoring of pension administration projects, ensuring they are completed on time and within budget. Data Analysis: Perform data analysis and validation to ensure the accuracy and integrity of pension data. Identify and resolve discrepancies under supervision. Reporting: Prepare regular project status reports and maintenance of project trackers, highlighting key milestones, risks, and issues. Provide recommendations for improvement where necessary. Compliance: Ensure all project activities comply with relevant regulations, industry standards, and internal policies. Stay updated on changes in pension legislation and best practices. Stakeholder Management: Collaborate with internal and external stakeholders, including clients, team members, and third-party providers, to ensure effective communication and project delivery. Process Improvement: Identify opportunities for process improvements and efficiencies within pension administration projects. Implement best practices and innovative solutions to enhance service delivery. Documentation: Maintain comprehensive project documentation, including project plans, risk registers, and issue logs. Ensure all documentation is accurate, up-to-date, and easily accessible. Training and Support: Provide support to team members and clients on project-related activities and pension administration processes. What we're looking for Demonstrable experience of delivering and taking responsibility of managing administration services to Defined Benefit pension schemes. Demonstrable experience working on and delivering bulk projects including GMP, Data Rectification or De-risking. Experience being responsible for supporting and assisting junior staff members. Strong analytical and problem-solving skills, with a keen eye for detail. Excellent communication and interpersonal skills, with the ability to build and maintain effective relationships with stakeholders. Strong organisational and time management skills, with the ability to manage multiple tasks simultaneously. Experience of working in a third-party administration environment. Proficiency in MS Office Suite, particularly excel. Willingness to learn and develop in the field of pensions administration. Technical pensions and legislative knowledge and understanding would be advantageous. 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 You can find out more about us and the benefits we offer on our careers website. What's next? Click on the 'apply' and follow the simple application process on-line. 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 ask.
Job Title: Senior Pensions Analyst Location: Glasgow Salary: £28,500-£29,500 + up to 10% annual bonus Hours: 35 hours per week, Monday to Friday (Hybrid after training) About the Role We are working with a well know Financial services client who are looking for a Senior Pensions Analyst to join their Client Solutions Technical Team in Glasgow click apply for full job details
Oct 06, 2025
Full time
Job Title: Senior Pensions Analyst Location: Glasgow Salary: £28,500-£29,500 + up to 10% annual bonus Hours: 35 hours per week, Monday to Friday (Hybrid after training) About the Role We are working with a well know Financial services client who are looking for a Senior Pensions Analyst to join their Client Solutions Technical Team in Glasgow click apply for full job details
