Assistant Post-Transaction Lead

Xafinity Consulting Ltd; Reading; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Annual discretionary bonus

25 days’ holiday with buy/sell

Pension matching

Healthcare plans

Life assurance

Retailer discounts

Flexible benefits scheme

Employee assistance

Digital GP service

Paid volunteer days available

Referral bonuses

Job summary

XPS Group in Reading is seeking a proactive Assistant Post-Transaction Lead to join the Risk Settlement team. You will support post-transaction activities after buy-ins and wind-ups, coordinating with trustees and corporates to ensure accurate documentation and governance.

The role combines project management with client-facing duties, offering training, development, and a rewarding career in a growing pensions advisory business.

Qualifications

• Experience of working with Defined Benefit Pension.
• It proficiency in MS Office and strong documentation skills.
• 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 and high attention to detail.
• Ability to meet deadlines and deliver quality service.
• Effective interpersonal skills and ability to build relationships.

Responsibilities

• Help Trustees and Corporate clients understand the risks within pension schemes.
• Support Post-Transaction Project Leads after a buy-in through to wind-up.
• Provide tailored advice on funding and member options.
• Analyse new and changing legislation, regulation and guidance for schemes.
• Support governance of the pension scheme for members' benefit.
• Advise corporates on pension elements of statutory accounts.
• Provide solutions to GMP Rectification & Equalisation.
• Set up and maintain project documentation (PID, Plans, Highlight Reports, Logs).
• Document actions, facilitate meetings and minutes.
• Manage workstreams within large projects and own smaller ones.
• Produce management reporting.
• Undertake other activities as needed within capabilities.

Skills

Defined Benefit Pension

Stakeholder management

Organisational and planning

Written, verbal and presentation

Multi-tasking

Documentation management

Flexibility under pressure

Interpersonal 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

Location: Reading

Job details

Contractual hours 36.25 Basis Full time Job category/type - XPS Pensions Date posted 06/08/2026 Job reference REQ003815

Job description

Assistant Post-Transaction Lead (Pensions)

Employment Type: Permanent, Full Time

Grade: Senior Consultant

Hybrid

REQ003815

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
• 25 days’ holiday with buy/sell flexibility
• pension matching
• healthcare plans
• life assurance
• retailer discounts
• flexible benefits scheme
• employee assistance
• digital GP service
• 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