2026 Pensions Consulting Graduate Analyst Programme, Croydon

2026 Pensions Consulting Graduate Analyst Programme, Croydon

Length of programme:  Around 2 years to achieve your relevant professional qualification, however you are employed on a permanent basis from the start of your graduate role.

Qualifications you’ll work for : you’ll work towards: The Pensions Management Institute (PMI) Qualifications

Location:   Croydon

Entry requirements:

• To apply for this role you need to have completed an undergraduate degree or higher level qualification by 1 September 2026 and have achieved a 2.1 or higher. If you are in your final year of university study, we are looking for those on track to achieve this.
• We are open to applications from those studying any subject. You will be required to demonstrate excellent written and numeracy skills and a keen interest in financial concepts at different stages of your application process.
• We are not able to provide visa sponsorship for this position and therefore you will need to be able to work in the UK without the need for visa sponsorship now or in the future.

What we are looking for in Graduates in our Pensions Consulting team

As a people first business personal attributes are just as important as academic qualifications. So, there’s a few things we’re looking for from our graduates including:

• Enthusiastic team players who are willing to learn and grow.

• A passion and energy to help us exceed our clients’ expectations and deliver against tight deadlines.

• Strong analytical and problem-solving skills, a natural curiosity and interest in the business world, and a global, forward-thinking mindset are also key
  
• Strong organisational skills and the ability to manage multiple stakeholders

• The ability to maintain a good level of self-discipline and time management to balance your working in our teams and managing your study and preparation for professional exams.

We will also be looking to see how applicants align to our core beliefs:

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

Being a Pensions Consulting Graduate Analyst at Isio

Pension schemes are part of the backbone of the UK savings industry – relied on by millions to provide a reliable and secure income in retirement.

Excellent governance of a pension scheme is essential in ensuring that the significant risks of running the schemes are managed. Meeting these governance requirements is becoming increasingly complex. The needs of the industry, individuals and our clients are ever changing.

At Isio, we constantly look at ways to innovate and develop new solutions to overcome these challenges through our Actuarial & Consulting services.

A consultancy career in pensions requires a high level of both organisational and communication skills – as well as the enthusiasm and drive to build relationships and gain a strong foundation in all aspects of running a pension scheme. Our clients value strong technical knowledge in understanding the required capacity of pension funds

Isio’s Consultant Graduate programme offers the opportunity to build a rewarding career in a successful industry .

What you will be doing

As an industry leader, we offer a wide range of opportunities for graduates to train and build their core consulting skills. But, we also want to hear your views and help you introduce fresh ways of thinking. Some of the things you’ll be involved in as a consultant are below but remember, our work stretches beyond pensions and that’s where we set ourselves apart.

• Liaising with multiple stakeholders to draft Trustee meeting agendas and co-ordinate the papers required for the meetings ensuring they are available on our online system ahead of the Trustee meetings

• Prepare other materials for the Trustees including risk logs, training logs, scheme returns etc.

• Attend client meetings and produce first draft on the Trustee meeting minutes.

• Take ownership for the actions coming out of the meetings and ensure these happen within the required timescales.

• Supporting in designing and implementing employee communications such as newsletters.

• Take an active interest in reviewing processes and implementing best practice across the client portfolio.

• Helping clients understand and manage governance changes that affect their pension schemes.

• Contributing to proposals for new business opportunities.

• Manages the trustees annual budget process and monitors advisors’ costs against this
• Take responsibility for all aspects client management from an internal perspective

Training and Development

As a graduate analyst in our Pensions Consulting, you’ll enjoy a range of training and development opportunities to study towards the PMI qualification. So, as well as study support and guidance, you’ll benefit from:

• On-the-job training on a regular basis.

• A graduate induction event.

• Specific technical and professional skills training.

• Regular technical training and opportunities to develop wider market knowledge throughout your career.

• A buddy from your first day to help you settle in.

• A Performance Manager to support you with your progress, performance and any work or HR-related issues.

Isio’s Graduate Analyst Programme is just the start. It will give you a strong foundation, great client experience, professional training and core consulting skills. Given our exciting growth plans, there are opportunities to progress a really varied career as an Pensions Consultant as you build specialist skills and knowledge in your field of interest (obviously this is subject to what our clients’ needs are too). Throughout your career you’ll be offered ongoing support and opportunities to develop your expertise, both on challenging client projects and through training.

Broadening your future

As we extend beyond pensions and you move through your career you’ll also be given the opportunity to branch out and broaden your horizons. Some of the extra experiences you could get involved with include broader employee benefit design and advice, financial coaching and wealth management.

We also have a growing Digital Solutions team, helping us innovate and using technology to drive change in our industry through the development of digital risk management tools, member engagement applications and other web based software applications.

We’re also considering the use of AI and how big and complex data solutions can be applied across the whole industry to help change it for the better.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide 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.

On top, we also offer:

• A competitive salary
• A defined contribution pension scheme
• Life insurance
• Healthcare benefits
• Income protection
• 25 days annual leave, plus bank holidays and two ‘Company’ days – a celebration day for you and an extra day over Christmas, and the option to purchase additional holidays
• Corporate Social Responsibility (CSR) allowance
• Flexible working
• A flexible benefits package
• Comprehensive study support package

You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits .

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.

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 email [email protected]

What’s next?

Click on ‘apply’ below and follow the simple application process online.