Assistant Post-Transaction Lead
Assistant Post-Transaction Lead

Assistant Post-Transaction Lead

Reading Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
Go Premium
X

At a Glance

  • Tasks: Support project leads in managing post-transaction activities for pension schemes.
  • Company: Join XPS Group, a leading UK consulting firm in pensions and insurance.
  • Benefits: Enjoy flexible working, competitive salary, healthcare plans, and 25 days holiday.
  • Why this job: Be part of a vibrant team that values diversity and personal growth.
  • Qualifications: Experience with Defined Benefit pension schemes and strong organisational skills required.
  • Other info: Hybrid working available across multiple UK locations.

The predicted salary is between 36000 - 60000 £ per year.

Assistant Post-Transaction Lead

Hybrid

Full Time

Permanent

Ref: REQ002702

XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential .

Our Risk Settlement team continues to grow and we are now looking for an experienced Assistant Post-Transaction Lead to join our vibrant offices Belfast, Manchester, Edinburgh, Reading, Bristol, London, Leeds, Guildford office with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a similar role where they have gained knowledge and experience of Defined Benefit (DB) pension schemes.

A FTSE 250 company, XPS combines expertise and insight with advanced technology and analytics to address the needs of over 1,400 pension schemes and their sponsoring employers on an ongoing and project basis. We undertake pensions administration for over one million members and provide advisory services to schemes and corporate sponsors in respect of schemes of all sizes, including 88 with assets over £1bn. We also provide wider ranging support to insurance companies in the life and bulk annuities sector.

Our people drive our success and as an XPS employee you can bring your whole self to work – Everyone is treated equally and with respect. We will provide you with the support and training you need to grow and be at your very best. It\’s about inclusion and diversity, ensuring all our people feel included, that they belong to XPS and that they\’re happy. Above all, it\’s about ensuring everyone has a voice and feels valued. Because they are.

The Team

The XPS Risk Settlement team is one of the fastest growing business areas, working alongside trustees and insurers to help navigate schemes through buy-in, buyout and wind-up.

Due to this growth, 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 once a buy-in transaction has completed, through to buyout and eventually wind-up.

This is a fantastic role for an individual from a DB background looking to expand into project and client management.

The Role

As an Assistant Post-Transaction Lead with XPS you will:

  • Supporting Project Leads with setting-up and maintaining project documentation e.g. Project Initiation Documents, Project Plans, Highlight Reports, Risk and Issue Logs.
  • Documenting/following up actions with internal and external parties.
  • Facilitating meetings, agendas and meeting minutes.
  • Managing workstreams within large projects/ your own smaller projects.
  • Producing management reporting.

Your profile

Essential Criteria

  • Experience of working with Defined Benefit Pension schemes.
  • IT proficient in MS Office
  • Excellent organisational and planning skills.
  • Strong stakeholder management skills.
  • Strong written, verbal and presentation skills to all levels.
  • Ability to multi-task and respond to changing priorities.
  • Able to take ownership and responsibility for own work.
  • Ability to create and manage documentation.
  • Flexible approach to work pressures.
  • Good problem-solving skills.
  • A high degree of accuracy and attention to detail.
  • Strong belief in adhering to deadlines and quality service.
  • Effective interpersonal skills, ability to communicate and build long-term working relationships at all levels, both internal and external of the organisation.

Desirable Criteria

  • Experience in project-based work is desirable.
  • Proficient in use of MS Project
  • Advanced MS Excel capabilities

What we offer:

Find out more about Life at XPS

Find out more about Our People Approach

We offer an attractive reward package, typical benefits can include:

  • Competitive salary
  • Participation in annual discretionary Bonus Scheme
  • 25 days holiday plus flexibility to buy or sell holiday
  • Flexible Bank holidays
  • Pension scheme, matching contribution structure
  • Healthcare cash plan
  • Flexible Benefits Scheme to support you in and out of work, helping you look after you and your family covering Security & Protection, Health & Wellbeing, Lifestyle
  • Life Assurance cover, four times basic salary
  • XPS Rewards (offers High Street discounts and savings from retailers and services providers as well as offers available via phone)
  • Employee Assistance Programme for you and your household
  • Access to a digital GP service
  • Paid volunteering day when participating in Company organised events
  • Staff referral scheme when you introduce a friend to XPS

What next:

If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you. We will consider all applicants and respond swiftly.

Please discuss with the recruitment team, via phone or email, if you require any adjustments to the recruitment process. For example, we can provide materials in an alternative format, or give you extra time in interviews or tests.

If you do not feel ready to apply or still have questions, please email us by clicking here

The successful candidate will need to demonstrate the following requirements:

  • Right to Work confirmation
  • DBS Disclosure check
  • Employment or educational references covering five years
  • Satisfactory credit check

We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.

Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list.

XPS try wherever possible to respond to all applicants if for any reason you have not heard from us within 28 days of your application, please assume you have been unsuccessful on this occasion.

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.

Broadridge Trading & Connectivity Solutions

#J-18808-Ljbffr

Assistant Post-Transaction Lead employer: XPS Pensions

XPS Group is an exceptional employer that prioritises a vibrant and inclusive work culture, where diversity is celebrated and every employee is valued. With a strong focus on professional development, employees are provided with comprehensive training and support to reach their full potential, alongside a competitive benefits package that includes flexible working options and a generous holiday allowance. Located in various cities across the UK, including Belfast, Manchester, and London, XPS offers a dynamic environment for those looking to make a meaningful impact in the pensions and insurance sectors.
X

Contact Detail:

XPS Pensions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Assistant Post-Transaction Lead

✨Tip Number 1

Familiarise yourself with Defined Benefit pension schemes if you haven't already. Understanding the nuances of these schemes will not only help you in interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals in the pensions and insurance sectors. Attend industry events or join relevant online forums to connect with people who can provide insights about the role and potentially refer you.

✨Tip Number 3

Brush up on your project management skills, especially if you have experience with MS Project. Being able to discuss your familiarity with project documentation and management tools will set you apart from other candidates.

✨Tip Number 4

Prepare for potential interview questions by thinking about your past experiences in stakeholder management and problem-solving. Be ready to share specific examples that highlight your organisational skills and ability to handle multiple tasks.

We think you need these skills to ace Assistant Post-Transaction Lead

Experience with Defined Benefit Pension schemes
Proficiency in MS Office
Excellent organisational and planning skills
Strong stakeholder management skills
Strong written, verbal, and presentation skills
Ability to multi-task and respond to changing priorities
Ownership and responsibility for own work
Documentation creation and management
Flexible approach to work pressures
Good problem-solving skills
High degree of accuracy and attention to detail
Adherence to deadlines and quality service
Effective interpersonal skills
Experience in project-based work
Proficient in MS Project
Advanced MS Excel capabilities

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with Defined Benefit pension schemes and any relevant project management skills. Use keywords from the job description to demonstrate that you meet the essential criteria.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that align with the responsibilities of the Assistant Post-Transaction Lead, and explain how you can contribute to the team.

Showcase Your Skills: In your application, emphasise your organisational, planning, and stakeholder management skills. Provide examples of how you've successfully managed projects or documentation in previous roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.

How to prepare for a job interview at XPS Pensions

✨Know Your Defined Benefit Schemes

Make sure you brush up on your knowledge of Defined Benefit pension schemes. Be prepared to discuss your previous experience and how it relates to the role, as this will show your understanding of the industry and its complexities.

✨Demonstrate Organisational Skills

Since the role involves managing project documentation and facilitating meetings, be ready to provide examples of how you've successfully organised projects in the past. Highlight your ability to manage multiple tasks and meet deadlines.

✨Showcase Your Communication Skills

Effective communication is key in this role. Prepare to discuss how you've built relationships with stakeholders and how you handle communication in a team setting. Practise articulating your thoughts clearly and confidently.

✨Be Ready for Problem-Solving Scenarios

Expect questions that assess your problem-solving abilities. Think of specific instances where you've encountered challenges in your work and how you resolved them. This will demonstrate your critical thinking and adaptability.

Assistant Post-Transaction Lead
XPS Pensions
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

X
  • Assistant Post-Transaction Lead

    Reading
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-07-28

  • X

    XPS Pensions

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>