Associate Post Transaction Consultant

Hymans Robertson; Glasgow (OR); Hybrid; USD 79,947 - 119,920; Full time

Benefits offered by this job

On-site mental health support

Aspire learning portal access

3 days volunteering leave

Birthday leave

Hybrid working

Job summary

Hymans Robertson is seeking an Associate Post Transaction Consultant to support a portfolio of clients through final wind‑up stages of UK defined benefit pension schemes. You will work closely with Trustee Boards and Sponsoring Employers, delivering clear, thoughtful advice and managing multi‑disciplinary projects.

We welcome candidates with UK pension scheme experience across actuarial, administration, consulting or scheme management environments.

Qualifications

• Professional qualification (or part-qualification) in pensions (APMI/AFPC/IFoA).
• Honours Degree preferred.
• Education to at least A-level/Scottish Higher or equivalent.

Responsibilities

• Lead or support multiple wind-up projects as main contact for trustees or working groups.
• Provide oversight of wind-up activities including planning, monitoring and milestones.
• Liaise with insurers, scheme administrators and stakeholders to maintain progress against plans.
• Lead or support strategic/technical aspects: factor comparisons, lump sum exercises, funding reserves, surplus balance sheets.
• Oversee data cleansing, GMP Equalisation, administration transition and settlement of DC/residual benefits.
• Support other business areas (actuarial, governance, propositions, new business).
• Manage delivery against project plans; escalate risks when needed.
• Deliver client training and build strong client relationships.
• Prepare client invoices in line with deadlines; ensure audit trails and accuracy.

Skills

Interpersonal skills

Organizational skills

Communication

Multi-tasking

Collaboration

Project management

Education

Pensions qualification (APMI/AFPC/IFoA)

Honours Degree

A-level / Scottish Higher or equivalent

Job description

What will your role look like? As an Associate Post Transaction Consultant, you’ll play a key role in supporting a portfolio of clients as they navigate the final stages of their journey from buy‑in to wind‑up. You’ll work closely with both Trustee Boards and Sponsoring Employers of UK defined benefit pension schemes, helping them progress confidently through complex and sensitive end‑game milestones.

The Vacancy What will your role look like? As an Associate Post Transaction Consultant, you’ll play a key role in supporting a portfolio of clients as they navigate the final stages of their journey from buy‑in to wind‑up. You’ll work closely with both Trustee Boards and Sponsoring Employers of UK defined benefit pension schemes, helping them progress confidently through complex and sensitive end‑game milestones.

You’ll be part of our Pensions Post Transaction Team, focusing on delivering clear, thoughtful advice, building strong relationships with client contacts, and managing multi‑disciplinary projects. The work is varied and offers excellent opportunities to broaden your experience and shape a career path that reflects your strengths and interests.

We welcome candidates with experience in UK pension schemes—whether gained in actuarial, administration, consulting or pension scheme management environments.

*We are open to considering candidates on a part time or full-time basis*

Though this is a varied role, your key tasks will include:

• Leading or supporting multiple wind‑up projects, acting as a main point of contact for trustees or working groups.
• Providing oversight of scheme wind‑up activities, including planning, monitoring and ensuring milestones are met.
• Liaising with insurers, scheme administrators and stakeholders to maintain progress against project plans.
• Leading or supporting strategic and technical aspects such as factor comparisons, lump sum exercises, funding reserves and surplus balance sheets.
• Oversight (not delivery) of data cleansing, GMP Equalisation, administration transition and settlement of DC/residual benefits.
• Supporting other business areas (actuarial consulting, governance, propositions, new business).
• Managing delivery against project plans, escalating risks where needed.
• Delivering training to clients.
• Building and maintaining strong client relationships.
• Preparing client invoices in line with internal deadlines.
• Ensuring accuracy, rigour and clear audit trails across all work.
• Keeping up to date with relevant pensions law and practice.
• Collaborating within the Post Transaction Team and wider business.
• Adhering to Information Security standards, policies and procedures.

To enjoy and succeed in this role, you will have:

Personal Qualities

• Excellent interpersonal skills and ability to build strong client relationships.
• Strong organisational skills and confident communication.
• Ability to manage multiple demands and competing deadlines.
• Collaborative mindset for coordinating stakeholder activity.
• Motivation to develop technical, consultancy and project‑management skills.
• Proactive, solutions‑focused approach to challenges.

Qualifications & Experience

• A professional qualification (or part‑qualification) in pensions (e.g., APMI, AFPC or IFoA).
• Ideally holds an Honours Degree.
• Educated to at least A‑level/Scottish Higher level, or equivalent experience.
• Experience in consultancy or supporting UK pension schemes (e.g., actuarial work, bulk annuities, trustee exec, scheme management).
• Understanding of the legislative framework for UK pension schemes appropriate to experience.

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support. We would also love to hear about other knowledge and experience you may have that is not listed but could be of interest.

In addition to a competitive salary and access to our profit share scheme, we offer:

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On site mental health and wellbeing assistance.
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
• Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.

About Us

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know.

Together, we can make this the best job you’ll ever have.

We Offer

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.