September 2026 - Graduate Analyst - Pensions...

What’s the role?

Join us as a Graduate Analyst in Isio’s Pensions Administration Training Academy in Croydon.

This is a permanent role and a fantastic opportunity for enthusiastic, customer-focused individuals who are ready to learn and grow. Over the first 12 months, you’ll receive structured training through a programme of classroom sessions, hands-on experience, and dedicated mentorship. You’ll become part of a supportive team, learning how to process pension scheme transactions, respond to member (customer) queries, and manage data – all while building your knowledge of UK pension regulations and member services.

This role is ideal for someone eager to start a career in pensions, with a passion for problem-solving, teamwork, and delivering exceptional customer service.

The start date for our Academy will be Wednesday 23 September 2026and you will be based in our Croydon office. Office attendance will be a minimum of 4 set days a week allowing you flexibility to work from home on a Wednesday should you wish to.

What will the role entail?

Data Management & Benefit Administration

• Maintain accurate member records through cloud-based administration systems
• Execute member lifecycle processes (transfers, retirements, etc) in compliance with regulatory guidelines
• Perform benefit calculations and validate data integrity under senior supervision

Member Engagement & Support

• Deliver timely responses to member enquiries via email, phone and post in line with service level agreements
• Provide clear, jargon-free guidance on pension benefits while demonstrating empathy

Team Collaboration & Innovation

• Manage caseloads effectively to meet team processing targets
• Engage in knowledge-sharing sessions with colleagues and mentors

Professional Development

• Complete mandatory training programmes within specified deadlines
• Apply technical knowledge practically through supervised casework
• Pursue self-directed learning to understand end-to-end pension administration processes

What we’re looking for

Essential

• Numeracy & Literacy: GCSEs (or equivalent) in Maths and English (Grade C / 4 or above)
• Minimum 2.2 in any degree subject (or equivalent)
• IT Proficiency: Confidence in Microsoft Office (e.g. Excel, Word, Outlook)
• Customer Service Enthusiasm: strong interpersonal skills with a passion for helping others
• Communication: strong spoken and written communication skills with the ability to actively listen to others
• Team Player: Collaborative mindset, willing to support colleagues and learn from feedback
• Attention to Detail: Ability to follow processes meticulously and identify improvements
• Adaptability: Eagerness to learn new systems and adapt to changing priorities

Desirable

• Prior customer service experience in a fast-paced, target driven environment (any sector)
• Familiarity / experience of working in an office environment
• A-levels or equivalent

What you can expect in return

• A competitive salary and market leading bonus scheme with stretch targets for 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 to deliver your best work

You can find out more about us 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.