Assistant Post-Transaction Lead (Pensions)

XPS Group; West of England; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Annual discretionary bonus

Pension matching

Healthcare plans

Life assurance

Retailer discounts

Flexible benefits scheme

Job summary

XPS Group, Bristol-based pensions and insurance consultancy, seeks an experienced Senior Consultant to lead buy-in, buyout and wind-up projects within the Risk Settlement team. You will oversee post-transaction activities, coordinating trustees, sponsors and advisers to ensure timely, accurate client updates.

The role is permanent, full-time with a hybrid work arrangement. The ideal candidate has extensive DB pensions expertise, excellent organisation, and strong project leadership capabilities.

Qualifications

• Extensive experience in DB pensions and strong technical background.
• Knowledge of buy-in, buyout and wind-up processes and their key workstreams.
• Proven ability to coordinate multiple workstreams and manage stakeholders.

Responsibilities

• Lead and project manage buy-in, buyout and wind-up projects within timelines and budgets.
• Coordinate across workstreams to ensure deliverables are met.
• Liaise with Trustees, Sponsors and advisory teams.
• Build and maintain relationships with insurers, trustees and legal firms.
• Contribute to new business initiatives including tenders and presentations.
• Provide clear client updates and reports.
• May undertake other activities of a similar nature as required.

Skills

DB pensions

Buy-in / Buyout

Wind-up processes

Project management

Stakeholder management

Communication skills

Organisation

Delivery under deadlines

Tools

MS Project

MS Excel

Job description

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. Location: Bristol
Employment Type: Permanent, Full Time
Grade: Senior Consultant
Hybrid
REQ003772
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 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

• Lead and project manage buy-in, buyout, and wind-up projects efficiently, ensuring delivery within agreed timelines and budget.
• Stringent coordination across all workstreams to ensure deliverables are met.
• Liaise with and manage a range of internal and external stakeholders, including Trustees, Sponsors, and their advisory teams.
• Build, develop, and maintain strong relationships with insurers, independent trustees, and legal firms.
• Contribute to new business initiatives, including participation in tenders and presentations.
• Prepare and deliver clear and accurate updates and reports to clients
• 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:

• Extensive experience in DB pensions with a strong technical background.
• Knowledge of buy-in, buyout, and wind-up processes, with an understanding of key workstreams and their interactions.
• Highly organised, with the ability to prioritise effectively and manage task dependencies.
• Proven stakeholder management and influencing skills across all levels.
• Excellent written, verbal, and presentation skills.
• Ability to multi-task and adapt to changing priorities.
• Takes ownership and responsibility for deliverables.
• Flexible and resilient under work pressures.
• Solution-focused approach to problem-solving.
• Strong attention to detail and accuracy, with commitment to meeting deadlines and delivering quality outcomes.
• Effective interpersonal skills to build and maintain long-term relationships internally and externally.

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