Isio was ‘born’ in 2020, and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning.

Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society.

Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out.

And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE 100, with over 200 boards of trustees, and across all sectors.

Isio are committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK.

We are 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.

Isio Group are an equal opportunities employer and we welcome applications from all suitably qualified candidates.

Investment Director

We are looking for individuals with excellent investment consulting skills and a strong industry network,backed up with a commercial outlook and internal drive.  

Role and Responsibilities

• Lead consulting role on a wide range of clients in terms of size and complexity

• Lead role in the provision of investment advice to our clients

• Ability and experience in leading strategy development for large and complex clients

• Experience in designing and implementing innovative investment strategies, including growth portfolio design, liability hedging portfolios and cash flowing matching portfolios

• Experience leading client meetings and delivering advice to large and complex clients

• Experience in leading a client teams on large projects and clients

• Experience in leading new business activities including production of tender submissions and pitches, with a track record of success in investment advisory

• Strong network within the industry for new business opportunities

• Experience in cross selling services that are wider than investment advisory.

• Experience in thought leadership, including a desire to contribute the strategic direction of our advice to clients

• Experience in researching strategic ideas and opportunities and a desire to deliver innovating thinking on strategy for our national practice

• Ability to work with and manage interactions with multiple internal teams as we share ideas and ensure our strategic thinking is joined-up

• Experience in team leadership and implementing firm level polices and values on important areas such as diversity and inclusion, wellbeing and creating a supportive culture for all employees

Experience and Competencies Required     

• Applicants are expected to be FIA/FFA or CFA qualified (or equivalent)

• Have 10+ years of relevant experience

• Growth mindset

• Strong analytical skills

• Extensive previous investment consulting experience

• The ability to take on a high level of responsibility

• Excellent communication skills

• The ability to work effectively in a team including delegation

• Willingness to lead clients and build strong relationships

• Appetite to drive forward innovative thinking on strategy development

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.