Assistant Post-Transaction Lead

Xafinity Consulting Ltd; City of Edinburgh; Hybrid; GBP 40,000 - 52,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days’ holiday

Pension matching

Healthcare plans

Life assurance

Retailer discounts

Flexible benefits

Job summary

XPS Group is seeking an Assistant Post-Transaction Lead in Edinburgh to support the post-transaction team after buy-in, buyout, and wind-up phases. You will work closely with Project Leads to ensure accurate documentation and governance across schemes.

The role suits someone with DB pension experience, strong organization, and excellent communication, able to manage multiple work streams in a hybrid environment.

Qualifications

• Experience with Defined Benefit Pension schemes.
• Excellent organizational and planning skills.
• Strong written, verbal and presentation skills to all levels.

Responsibilities

• Support Post-Transaction Project Leads with setting-up and maintaining project documentation (PID, Project Plans, Highlight Reports, Risk/Issue Logs).
• Facilitate meetings, agendas and meeting minutes; manage workstreams within large projects or smaller ones.
• Provide tailored advice on funding and member options and liaise with trustees, corporates and insurers.

Skills

Defined Benefit pension experience

MS Office proficiency

Organisational skills

Stakeholder management

Communication skills

Multi-tasking

Documentation skills

Tools

MS Project

MS Excel

Job description

At XPS, we don't just value the work you do – we value you. Your ambition, your ideas, your career goals and your life outside of work.Whether you're looking for your next challenge, greater flexibility, or a place where you can make a real impact, you'll find opportunities to thrive at XPS. We're built on collaboration, trust and expertise, giving our people the freedom to work their way, shape their path and be themselves.If you're looking for a career where you can grow, belong and make a difference, we'd love to hear from you.Find a career that's built for you.

Job profile for Assistant Post-Transaction Lead

Assistant Post-Transaction Lead

Edinburgh Assistant Post-Transaction Lead

The job requirements are detailed below. Where applicable the skills, qualifications and memberships required for this job have also been included.As disability confident committed, we will support all applicants throughout the recruitment process. Each stage of the process is inclusive and offers reasonable adjustments where required.If you need the job description in an alternative format or would like us to do anything differently during the application process, please let us know.

Job details

Contractual hours 36.25 Basis Full time Job category/type - XPS Pensions Date posted 06/08/2026 Job reference REQ003813

Job description

Assistant Post-Transaction Lead (Pensions)

Location: Edinburgh

Employment Type: Permanent, Full Time

Grade: Senior Consultant

Hybrid

REQ003813

About XPS Group:

XPS Group is a prominent and growing UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250 company with over 2000 employees, we leverage expertise alongside advanced technology to serve over 1,400 pension schemes and their sponsors. Our goal is to foster a workplace where diverse talents thrive.

About the Role:

The XPS Risk Settlement team is a fast and exciting growing business area, working alongside trustees and insurers to help navigate schemes through buy-in, buyout and wind-up.

Due to increased demand for our services, we are looking for ambitious, organised individuals to work within our post-transaction team, supporting Post-transaction Project Leads in overseeing the activities required for schemes to true-up after buy-in, buyout and eventually wind-up.

This is a fantastic role for an individual from a DB background looking to expand into project and client management.

We provide a positive working environment with an emphasis on training and development with relationships at the very heart of our business. You can expect an exciting and fulfilling career in a growing business area and an industry that provides a consistent challenge.

Key Responsibilities:

Our mission is to help our clients manage the complex issues which impact their pension scheme in a pragmatic and understandable way. Communication is a key part of this.

We advise Trustees and Corporate clients on a wide range of actuarial-related areas, including:

• Helping them to understand the risks within their pension schemes and how they can manage this.
• supporting Post-Transaction Project Leads in overseeing the activities required following a buy-in transaction through to buyout and eventual wind-up
• Providing tailored advice on a variety of aspects including funding and member options.
• Analyse new and changing legislation, regulation, and guidance to help clients understand what it means for their scheme and what actions they need to take.
• Supporting the governance of the pension scheme to ensure it is effectively and efficiently run for the ultimate benefit of the members.
• Advising Corporates on the pension’s elements of their statutory accounts and
• Providing solutions to the complex area of GMP Rectification & Equalisation.

The main responsibilities of this role are supporting Project Leads with setting-up and maintaining project documentation e.g. Project Initiation Documents, Project Plans, Highlight Reports, Risk and Issue Logs.

• Documenting/following up actions with internal and external parties.
• Facilitating meetings, agendas and meeting minutes.
• Managing workstreams within large projects/ your own smaller projects.
• Producing management reporting.

Due to the changing nature of the business, the job holder may from time to time be required to undertake other activities of a similar nature that fall within their capabilities.

Your Profile:

Essential:

• Experience of working with Defined Benefit Pension
• IT proficient in MS Office
• Excellent organisational and planning skills.
• Strong stakeholder management skills.
• Strong written, verbal and presentation skills to all levels.
• Ability to multi-task and respond to changing priorities.
• Able to take ownership and responsibility for own work.
• Ability to create and manage documentation.
• Flexible approach to work pressures.
• Good problem-solving skills.
• A high degree of accuracy and attention to detail.
• Strong belief in adhering to deadlines and quality service.
• Effective interpersonal skills, ability to communicate and build long-term working relationships at all levels, both internal and external of the organisation.

Desirable:

• Experience in project-based work is desirable.
• Proficient in use of MS Project
• Advanced MS Excel capabilities

What We Offer:

Enjoy a competitive salary, annual discretionary bonus, and 25 days’ holiday with buy/sell flexibility. Benefits include pension matching, healthcare plans, life assurance, and retailer discounts. We support our team with a flexible benefits scheme, employee assistance, and digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.

Equal Opportunities Statement:

XPS Group is committed to diversity and equal opportunities. We welcome applications from all candidates, irrespective of sex, race, disability, sexual orientation, religion, or belief. As a Disability Confident employer, we ensure accessible and supportive work settings for all employees.

Eligibility:

Any employment offer made will be conditional upon you satisfying DBS Disclosure checks, Employment or educational references, Satisfactory credit checks and eligibility to work in the UK before an offer can be made. XPS Group is not able to provide sponsorship to employees.

Who Are We:

To find out more please visit: www.xpsgroup.com