Post-Transaction Lead (Pensions)

XPS Group; Reading; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Pension matching

Healthcare plans

Life assurance

Retailer discounts

Volunteer days

Job summary

XPS Group in Reading is seeking a Senior Consultant for the Risk Settlement post-transaction team. You will support post-transaction leads, overseeing schemes through true-up after buy-in, buyout, and wind-up, and coordinate across multiple workstreams with trustees, sponsors, and insurers.

The role suits someone with a DB pensions background who wants to expand into project and client management, offering training and development within a collaborative environment.

Qualifications

• Extensive experience in DB pensions with a strong technical background.
• Knowledge of buy-in, buyout, and wind-up processes and their workstreams.
• 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.

Responsibilities

• Lead and project manage buy-in, buyout, and wind-up projects efficiently, delivering within timelines and budget.
• Coordinate across all workstreams to ensure deliverables are met.
• Liaise with internal and external stakeholders, including Trustees and Sponsors.
• Build and maintain relationships with insurers, trustees, and legal firms.
• Contribute to new business initiatives, including tenders and presentations.
• Prepare and deliver clear updates and reports to clients.
• May undertake other activities similar in nature when required.

Skills

DB pensions expertise

Buy-in / buyout knowledge

Stakeholder management

Communication skills

Organization & prioritisation

Problem solving

Attention to detail

Interpersonal skills

Adaptability

Education

MS/BA in a relevant field

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: Reading

Employment Type: Permanent, Full Time

Grade: Senior Consultant

Hybrid

REQ003751

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