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Form of work
SalaryWe’re growing and we want you to be part of our journey.
Lead and manage the relationship between the operational delivery teams and our administration-only client appointments. Support clients through changes and development projects providing technical support, reporting and liaison with the delivery teams. Ensure that business growth is accelerated, and that commercial success is achieved. Gather feedback from clients and provide strategic input into the development plans of the service.
This role has a hybrid workstyle and can be based in any one of our city centre offices: Reading, Croydon, Manchester, Birmingham or Edinburgh, with regular travel to meet clients.f
Role and Responsibilities
- Lead on administration-only Client Relationships to ensure that we continue to build client loyalty whilst maximising revenue growth opportunities.
- Oversee the delivery of all services to existing clients and thereby maximising revenue:
- Ensure that client’s needs are being met, that excellent services are being delivered, oversee contract renewals and develop further service requirements.
- Act as the primary point of contact or escalation for administration clients (Trustees and senior sponsors)
- Work with other members of the administration management and delivery teams to ensure high standards of service delivery are maintained.
- Develop relationships with administration clients to build a strong pipeline of project opportunities with the potential to be converted into additional revenue.
- Present quarterly service reports and arrange and attend monthly management review meetings with high value appointments.
- Prepare annual review and planning meetings with key operational stakeholders including auditors, accountants, clients and administrators.
- Prepare and submit monthly client billing and invoices.
- Identify and promote opportunities to deliver non-core service projects and opportunities for cross-selling.
- Provide project management support on large scale projects andtechnical support and advice to clients on administration projects.
- Participate in new client installation programs and support the implementation manager in the new client handoff process and in the new business process to establish early relationships with new clients.
- Review, assess and develop with the administration teams strategic partnerships with other specialist service providers.
- Represent the business externally at networking events, conferences and exhibitions to enhance and strengthen our profile as a specialist provider within the industry.
- Understand the drivers of the business and identify commercial opportunities.
- Maintain an awareness of external factors (including market driven developments and demands, current and proposed legislation in relation to client requirements) which impact the business.
- Liaise with relevant internal departments to ensure that client needs are met and fully communicated throughout the business.
- Communicate with all major internal stakeholders to achieve the business objectives.
Experience & Competencies Required
- Understanding of the complete end-to-end pensions administration service delivery model including administration, treasury, accounts and payroll
- Proven track record on communicating, delivering and managing administration projects.
- Strong technical understanding of administration and market challenges
- Strong communicator with a solution driven mentality
- Ability to compile and present reports on complex subject matter.
- Good project management skills with a proven track record on delivering and communicating multiple client delivery programs.
- Commercial focus with the ability to quickly establish the requirements and costs of a project.
- Strong organisational skills and ability to work to tight deadlines.
- High degree of personal drive
- Able to inspire and lead colleagues acting as a positive role model and advocate for isio
- Collaborative, solution focused approach to problem solving, with full accountability for decisions made.
- Pragmatic and with a keen eye for detail
What we offer you
Isio is a people business, and we’re committed to helping our great colleagues gain awide 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.
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.
Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.
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 is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
