At a Glance
- Tasks: Support clients through the final stages of pension scheme wind-ups and manage multi-disciplinary projects.
- Company: Join a leading consultancy with a focus on pensions and client relationships.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic team atmosphere with opportunities for growth and skill development.
- Why this job: Make a real difference in clients' lives while navigating complex pension challenges.
- Qualifications: Professional qualification in pensions or relevant experience; A-levels or equivalent preferred.
The predicted salary is between 35000 - 45000 £ per year.
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 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.
Responsibilities
- Lead or support multiple wind‑up projects, acting as a main point of contact for trustees or working groups.
- Provide oversight of scheme wind‑up activities, including planning, monitoring and ensuring milestones are met.
- Liaise with insurers, scheme administrators and stakeholders to maintain progress against project plans.
- Lead or support strategic and technical aspects such as factor comparisons, lump sum exercises, funding reserves and surplus balance sheets.
- Oversee (not deliver) data cleansing, GMP Equalisation, administration transition and settlement of DC/residual benefits.
- Support other business areas (risk transfer, actuarial consulting, governance, propositions, new business).
- Manage delivery against project plans, escalating risks where needed.
- Deliver training to clients and build/maintain strong client relationships.
- Prepare client invoices in line with internal deadlines and ensure accuracy, rigour and clear audit trails across all work.
- Keep up to date with relevant pensions law and practice; collaborate within the Post Transaction Team and wider business.
- Adhere to Information Security standards, policies and procedures.
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 welcome applications from candidates who may not possess all attributes but are competent and can develop the required skills with support.
Associate Post Transaction Consultant employer: Hymans Robertson
As an Associate Post Transaction Consultant, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. Our company fosters a collaborative culture where you can build meaningful relationships with clients while navigating complex pension schemes, all within the vibrant UK market. With a commitment to professional training and a focus on innovative solutions, we offer a rewarding career path for those looking to make a significant impact in the pensions sector.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Post Transaction Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its recent projects. Show us that you understand the complexities of pension schemes and how you can contribute to their success. Tailor your answers to reflect the job description!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to build your confidence. Focus on articulating your experience with UK pension schemes and how it aligns with the role of an Associate Post Transaction Consultant.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Associate Post Transaction Consultant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Associate Post Transaction Consultant role. Highlight any relevant consultancy experience or knowledge of UK pension schemes to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention your understanding of the legislative framework for UK pension schemes.
Showcase Your Communication Skills:As you'll be liaising with various stakeholders, it's crucial to demonstrate your communication skills in your application. Use clear and concise language, and maybe even share an example of how you've built strong client relationships in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Hymans Robertson
✨Know Your Pensions Stuff
Make sure you brush up on your knowledge of UK pension schemes and the legislative framework. Being able to discuss recent changes or trends in pensions will show that you're genuinely interested and informed about the field.
✨Showcase Your Project Management Skills
Since you'll be managing multiple wind-up projects, prepare examples from your past experiences where you've successfully led or supported similar initiatives. Highlight your ability to meet deadlines and manage stakeholders effectively.
✨Build Rapport with Interviewers
Remember, this role is all about building strong relationships with clients. Practice your interpersonal skills and think of ways to connect with your interviewers. A friendly, approachable attitude can go a long way!
✨Prepare Thoughtful Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare insightful queries about the team dynamics, ongoing projects, or the company's approach to client relationships. This shows your enthusiasm and helps you gauge if it's the right fit for you.
