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Post Transaction Senior Consultant (4F58ABB)
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The Role
You'll join a post-transaction team of experienced practitioners who support trustees and sponsors through the transition of pension schemes to buy-out and wind-up. Working closely with the wider pension risk transfer team and other parts of the business, you'll help ensure a seamless end-to-end process from completing a buy-in transaction through to ultimate wind-up. Clients are a mix of existing relationships and schemes whose incumbent advisers have brought in the firm's independent de-risking expertise.
- Work on a variety of projects helping schemes navigate the move from a completed buy-in to buy-out and ultimate wind-up.
- Build relationships with clients, their advisers and insurers, actively project-managing the process to keep it on track, finding pragmatic solutions to issues and giving peace of mind that the necessary steps have been taken.
- Support clients in moving their schemes to wind-up within their desired timescales.
- Contribute to the wider team's strategy, attend networking events and conferences, and support new business tenders.
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What We're Looking For
- Demonstrable experience in a pensions consulting environment, or possibly with a bulk annuity provider.
- Proven experience of insurer post-transaction processes and wider aspects of pension scheme wind-ups.
- Strong UK pensions technical knowledge, with an understanding of the legislative requirements around wind-ups.
- Excellent project management skills, able to develop detailed project plans and drive tasks to completion against timescales.
- Ability to build strong collaborative relationships with a wide range of stakeholders, including other advisers, insurers, trustee boards and sponsoring employers.
- Excellent written and oral communication, including leading and delivering presentations at client meetings.
- A proactive, solutions-driven approach, capable of strategic thinking while recognising risks and issues.
- Evidence of overseeing the financial aspects and managing the risks associated with projects.
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Desirable
- Experience of new business tenders.
- A desire to develop, coach and mentor less experienced team members.
This could suit an experienced pensions consultant looking to specialise in de-risking, or someone from a bulk annuity provider wanting to move to the advisory side.
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