Resource Planning Specialist (Actuarial & Consulting)

We’re growing and want you to be a part of our journey.

Resource Planning Specialist, Actuarial & Consulting

As part of our Actuarial & Consulting management team, you will be responsible for mobilising our talent across Isio’s client projects. You will ensure efficient resource allocation so that workload demands are balanced and skills are used to optimum effect, both for our clients and our 500+ people.

You will use utilisation trends data to identify capacity within our business and create a resource planning process to enhance our ability to meet client deadlines and needs.

This role will balance strategic planning with day-to-day operational demands. Your work will directly contribute to client satisfaction, employee well-being, and the achievement of Isio’s growth objectives.

Role and Responsibilities

1. Resource Allocation

• Forecast and proactively manage staffing needs across ongoing clients and projects, ensuring alignment with specialisms and deadlines.
• Match team skills/experience to client requirements, balancing workload across junior/senior colleagues to prevent burnout and underutilisation, prioritising employee well-being.
• Collaborate with project managers and local leadership teams to address resourcing or specialist capability gaps and resolve conflicts in resource demands.
• Review existing resource allocation tools, identify and implement areas of improvement.

2. Capacity Planning

• Monitor utilisation rates and identify bottlenecks in high-demand areas and identify areas of capacity.
• Collaborate with department heads to forecast staffing needs.
• Develop scenario-based staffing models to support business growth or market volatility.

3. Data-Driven Insights

• Analyse historical project data to predict future resourcing trends.
• Monitor resource utilisation metrics, providing insights to senior leadership.
• Use tools, such as Power BI, to visualise workforce metrics, trends, risks, and opportunities for operational effectiveness.
• Stay updated on industry best practices and integrate innovative solutions and tools to ensure operational effectiveness.

4. Stakeholder Engagement

• Advise senior leadership on long-term resourcing strategy and forecast staffing needs.
• Work with Operations Director to identify trends within the Actuarial & Consulting practice and recommend areas for continual process improvements.
• Work with local leadership teams to ensure current and future work demands are understood and resource plans are in place as required.
• Partner with HR to align recruitment needs with capability specialisms.

5. Compliance & Governance

• Ensure resource plans meet regulatory requirements.
• Maintain audit trails for resource decisions.

Key Skills & Experience

Essential

• Degree in Human Resources, Business Administration, or related field.
• Previous experience in resource management, preferably in professional services or consulting.
• Proficiency in Microsoft software including but not limited to Excel, PowerBI.
• Strong analytical skills.
• A proactive ‘can-do’ attitude, ability to work in a team but also make tough choices and be directional.

Desirable

• Experience in workforce planning tools and knowledge of Agile methodologies or project management frameworks.
• Experience of working in the employee benefits industry.
• Familiarity with Isio’s core sectors.
• Experience with AI-driven resource optimisation tools.

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients and each other, building open and trusted relationships.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients and society.
• Strength in Difference: We work with diverse perspectives to find better solutions.
• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise.

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.

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.

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 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.