Without careful consideration today, tomorrow’s pensions don’t exist.

That’s where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come.

Isio provides full-service pensions consultancy from actuarial expertise through to investment advice and third-party administration, as well as advising clients on providing the best possible reward and benefits packages for members. Following the acquisition of Premier in January 2022, now is an exciting time to join us as we broaden our offering. You will play a key role in driving forward Isio into the future.

We’re a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days.

We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.

Cash Flow Administrator 

You will be required to support the Head of Department by preparing rolling six-monthly forecasts, ensuring sufficient cash is available, requesting investments/disinvestments, liaising with internal and external third parties. You will be responsible for following processes closely to deliver work to a high standard.

This is a critical role, helping to set up a new, specialised team, ensuring there are sufficient funds held in scheme bank accounts to cover outgoings – initially for c75 schemes, and expanding over the next 12 months to cover c250 schemes.

Role and Responsibilities:

• Main point of contact for cash forecasting related queries from internal and external parties
  
• Monitor daily cash balances, maintain records and monitor cash flow to ensure that there are enough funds to cover outflows including payroll, member settlements, scheme invoices etc.
  
• Assist with the development and implementation of a new cash flow forecasting national team
  
• Train new employees as the function expands
  
• Reviewing reports on cash inflows and outflows and making adjustments as required to ensure that there are enough funds to cover outflows
  
• Preparing cash forecasts to help determine how much cash will be needed to cover upcoming expenses
  
• Requesting investments/disinvestments
  
• Liaising with scheme contacts and other interested third parties

Experience and Competencies Required:  

• Able to build and maintain strong working relationships with Isio employees, line managers, as well as external third parties including Actuaries, investment managers and banks.
  
• The ideal candidate will already have gained experience of working in an office environment, have excellent computer skills and be able to process work to a very high standard.
• Previous experience within a cash management, treasury or related role is essential. Strong communication skills and attention to detail are essential, as you will be communicating financial information within and outside the business.
• It would be desirable to be studying towards an accounting qualification such as AAT or ACCA.

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.