2027 Defined Contribution Pensions Investment Advisory, Graduate - Bristol

Why Isio? Starting your career is about more than finding a job. It's about finding a place where you can learn, grow and make an impact. At Isio, you'll work on meaningful projects, gain professional qualifications, receive structured development support and learn from experienced colleagues who are invested in your success. We're proud to have been recognised as one of the UK's leading employers for graduates and apprentices, reflecting our commitment to providing an outstanding Early Careers experience. Find out more about our Early Careers programmes, awards and colleague experiences here . Defined Contribution Pensions Investment Advisory Our Defined Contribution (DC) Pensions Investment Advisory team helps employers and trustees make informed investment decisions for workplace pension schemes. The team sits within Isio’s wider Employee Benefits business, where we help clients design, manage and improve the benefits they offer to their people. As a Graduate Analyst, you’ll support client work that helps pension schemes run effectively and deliver better outcomes for members. You’ll build your knowledge of pensions, investment strategy, financial markets and DC providers while studying for a relevant professional qualification. You do not need to have studied pensions or investment before. We’ll support you to build the technical knowledge, professional skills and confidence you need to develop your career. What does the role entail? Preparing DC pensions investment performance reports for clients

Drafting investment reports on fund selection, default strategy reviews and DC investment projects

Researching pension providers, investment managers and investment products

Supporting provider reviews, including analysing tender responses and summarising findings

Building financial models to help clients understand investment risks and expected returns

Monitoring how client investment strategies are performing against their objectives

Supporting work on capital markets views and investment opportunities

Helping clients implement investment advice efficiently

Responding to provider and client queries by email and phone, with support from your team

Sharing knowledge and working collaboratively with colleagues across the department

You’ll also learn how our wider Employee Benefits business supports clients across benefit design, benefits technology, risk and healthcare broking, pensions, workplace savings advice, governance and employee support. What we’re looking for We’re looking for people who are curious, analytical and motivated to learn. You’ll need to be comfortable working with numbers and interested in financial markets, investment or long-term savings. You’ll be suited to this role if you enjoy:

Solving problems and working with data

Learning technical concepts and applying them to real client work

Explaining information clearly to different audiences

Working with others to deliver high-quality outcomes

Managing your time and balancing different priorities

Building confidence in a client-facing environment over time

You do not need previous pensions, investment or consulting experience. We’ll provide training, support and opportunities to develop. Training and Development As a DC Pensions Investment Advisory Graduate Analyst, you’ll study for the Chartered Financial Analyst (CFA) exams or an equivalent qualification. We recognise the commitment involved in balancing work and study, so you’ll be supported with study leave and tutorials. You’ll also receive: A induction where you’ll meet peers and senior leaders

Technical training to help you build pensions and investment knowledge

Support to develop professional and consulting skills

A buddy from your first day to help you settle in

Study Mentor to guide you through your study and exam journey

Performance Manager to support your development and progress

Opportunities to build wider market knowledge throughout your career

Length of training: Around 3 years to achieve your relevant professional qualification, however you are employed on a permanent basis from the start of your graduate role. Location and working pattern This role is based in our Bristol office. Expected office attendance, including the first few months is four days per week minimum in office and then two/three days a week in the office moving forwards. The working pattern will reflect client, team and learning needs. Reasonable adjustments will be considered where appropriate. Entry requirements: You must have completed an undergraduate degree or higher-level qualification by 20 September 2027 and achieved a 2.1 or higher. If you are in your final year, you should be on track to achieve this

We welcome applications from people studying any subject

You will need an interest in data, technology and business problem-solving

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. Start date: 22 September 2027 Recruitment process The recruitment process will include; completing an online application form where we will establish your eligibility for this role

an invitation to complete a ‘Skills that Build’ assessment and numerical reasoning online assessment - more information on this is available here

online motivation and competency questions requiring video and/or written responses

review of your application assessing your potential to be successful in this role

an interview, in-person, with Managers in this role in the office you have applied to be based in

We will explain what to expect before each stage. The process will assess your motivation, numerical and problem-solving skills, communication, teamwork and approach to learning. It will not assume previous pensions knowledge. What you can expect in return A competitive salary and a market-leading bonus scheme, with stretch targets to reward 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 deliver your best work

You can find out more about us and the benefits we offer here: Isio – Careers & Benefits What’s next? Click ‘Apply’ and follow the simple online application process. Disability Confident Committed Isio is proud to be a Disability Confident Committed employer. We are committed to attracting, recruiting and retaining talented disabled people and creating an inclusive workplace where everyone can thrive.

If you require any reasonable adjustments or support at any stage of the recruitment process, please contact hrearlycareers@isio.com and we will be happy to discuss your requirements.