Assistant Post-Transaction Lead (Pensions)

Join to apply for the Assistant Post-Transaction Lead (Pensions) role at 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: Consultant

Hybrid Working: Yes

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, buy‑out and eventually wind‑up. This is a fantastic role for 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

• Support Project Leads in setting up and maintaining project documentation, including Project Initiation Documents, Project Plans, Highlight Reports, and Risk and Issue Logs.
• Document and follow up on actions with internal and external stakeholders to ensure timely completion.
• Facilitate meetings by preparing agendas and recording accurate meeting minutes.
• Manage workstreams within large projects and take ownership of smaller projects independently.
• Produce clear and concise management reports to support decision‑making.
• 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.

Your Profile

• Experience working with Defined Benefit (DB) pensions.
• Proficiency in MS Office applications.
• Excellent organisational and planning skills, with the ability to prioritise and manage multiple tasks effectively.
• Good written, verbal and presentation skills.
• Ability to adapt to changing priorities.
• Takes ownership and responsibility for deliverables.
• Ability to create, manage, and maintain accurate documentation.
• Solution‑focused approach to problem‑solving.
• High attention to detail and accuracy.
• Commitment to meeting deadlines and delivering high‑quality service.
• 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 a digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.

How To Apply

Interested candidates should submit applications via the “Apply Now” option or contact recruitment@xpsplc.com for more information. Join XPS Group and contribute to a dynamic and inclusive workplace.

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.