Assistant Post-Transaction Lead

XPS Group; City of Edinburgh; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Pension match

Healthcare

Life assurance

Volunteer days

Referral bonuses

Job summary

XPS Group is recruiting for an Assistant Post-Transaction Lead (Pensions) in Edinburgh. The role sits in the Risk Settlement team, supporting post-transaction activity across buy-in, buyout and wind-up projects. This is ideal for someone with a DB pensions background moving into project and client management.

You will work in a collaborative, training-focused environment with development opportunities, stakeholder engagement, and a hybrid working model in the UK.

Qualifications

• Experience with Defined Benefit Pension schemes is essential.
• Excellent organisational and planning abilities.
• Strong written, verbal and presentation skills across all levels.
• Proven ability to multi-task and manage changing priorities.
• Ability to create and manage project documentation and reports.
• Strong stakeholder management and client-facing skills.

Responsibilities

• Support Post-Transaction Project Leads in setting up and maintaining project documentation (PID, Plans, Highlight Reports, Risk & Issue Logs).
• Facilitate meetings, agendas and minutes; drive action follow-ups with internal and external parties.
• Manage workstreams within large programmes or discrete projects; produce management reporting.
• Provide tailored advisory input related to funding and member options; interpret legislation and guidance.

Skills

Stakeholder management

Organisational skills

Communication

Documentation

Multitasking

Deadline adherence

Problem solving

Tools

MS Office

MS Project

MS Excel

Job description

Assistant Post-Transaction Lead (Pensions)

Location: Edinburgh

Employment Type: Permanent, Full Time

Grade: Senior Consultant

Hybrid

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.

Essential – Your Profile

• 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