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- Tasks: Support clients through the final stages of pension scheme wind-ups and manage multi-disciplinary projects.
- Company: Dynamic consultancy firm focused on pensions with a collaborative team culture.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Join a supportive team that values growth and learning in a fast-paced environment.
- 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 in London employer: Hymans Robertson
Contact Detail:
Hymans Robertson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Post Transaction Consultant in London
✨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 be able to refer you directly to hiring managers.
✨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 can discuss how your skills align with their needs. Confidence is key!
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications after a week or so. A quick email expressing your continued interest can set you apart from other candidates and shows your enthusiasm for the role.
✨Tip Number 4
Check out our website for the latest job openings and apply directly through us. We’re always looking for passionate individuals to join our team, and applying through our site gives you a better chance to stand out!
We think you need these skills to ace Associate Post Transaction Consultant in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate Post Transaction Consultant role. Highlight relevant experience in consultancy and UK pension schemes, and don’t forget to showcase any professional qualifications you have!
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 skills align with the responsibilities outlined in the job description. Be genuine and let your personality come through.
Showcase Your Project Management Skills: Since you'll be managing multiple wind-up projects, make sure to highlight any project management experience you have. Talk about how you've successfully led projects in the past and how you can bring that expertise to our team.
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 at StudySmarter!
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. Familiarise yourself with key terms and concepts related to defined benefit pensions, as this will show your potential employer that you're serious about the role.
✨Showcase Your Project Management Skills
Be ready to discuss any relevant experience you have in managing projects, especially those involving multiple stakeholders. Prepare examples where you've successfully led or supported projects, highlighting how you ensured milestones were met and risks were managed.
✨Build Rapport with Interviewers
Since this role involves building strong relationships with clients, practice your interpersonal skills. During the interview, engage with your interviewers, ask questions, and demonstrate your ability to communicate clearly and thoughtfully.
✨Prepare for Technical Questions
Expect some technical questions related to pensions, such as factor comparisons or GMP Equalisation. Review these topics beforehand and be prepared to explain your understanding, as well as how you would approach these tasks in a real-world scenario.