Post-Transaction Lead; Pensions
Listed on 2026-09-23
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Finance & Banking
Financial Advisor / Consultant, Risk Manager/Analyst, Financial Analyst
About 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:
Birmingham
Employment Type:
Permanent, Full Time
Grade:
Senior Consultant
Hybrid
REQ
003776
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.
AboutThe 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, buyout and eventually wind-up.
This is a fantastic role for an individual 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- Lead and project manage buy-in, buyout, and wind-up projects efficiently, ensuring delivery within agreed timelines and budget.
- Stringent coordination across all work streams to ensure deliverables are met.
- Liaise with and manage a range of internal and external stakeholders, including Trustees, Sponsors, and their advisory teams.
- Build, develop, and maintain strong relationships with insurers, independent trustees, and legal firms.
- Contribute to new business initiatives, including participation in tenders and presentations.
- Prepare and deliver clear and accurate updates and reports to clients
- 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:
- Extensive experience in DB pensions with a strong technical background.
- Knowledge of buy-in, buyout, and wind-up processes, with an understanding of key work streams and their interactions.
- Highly organised, with the ability to prioritise effectively and manage task dependencies.
- Proven stakeholder management and influencing skills across all levels.
- Excellent written, verbal, and presentation skills.
- Ability to multi-task and adapt to changing priorities.
- Takes ownership and responsibility for deliverables.
- Flexible and resilient under work pressures.
- Solution-focused approach to problem-solving.
- Strong attention to detail and accuracy, with commitment to meeting deadlines and delivering quality outcomes.
- Effective interpersonal skills to build and maintain long-term relationships internally and externally.
- Experience in project-based work is desirable.
- Proficient in use of MS Project
- Advanced MS Excel capabilities
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 digital GP service. Participating in…
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