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Senior Financial Education Consultant

1 month ago

Bristol, Bristol, United Kingdom Marsh McLennan Full time

What can you expect?

  • To design and deliver Financial Education programmes to employers of all shapes and sizes, using our full spectrum of face to face, virtual and digital education services.
  • To manage an existing contractual employer portfolio, and generate profitable and commercial fee income.
  • To develop and promote the Mercer Financial Wellbeing proposition to maximise opportunities for Mercer.
  • To promote and deliver high quality service and consultancy as part of client development as a Trusted Partner/Thought Leader.
  • This role can be home based or from any of our UK offices

What's in it for you?

  • To join a truly global organisation that can offer excellent training and ongoing career development opportunities.
  • Be part of a great team of people, with flexible working and a competitive salary
  • A comprehensive benefits programs including: 25 days holiday, with the option to buy or sell up to 5 days per year, excellent pension contributions, private health insurance, employee assistance program, a range of lifestyle benefits, volunteering opportunities and to be part of various employee network programs

We will count on you to:

Financial Education Consultancy

  • To design profitable and commercial Financial Education programmes.
  • To act as the primary point of contact for the client and to establish an effective relationship with them.
  • To ensure all existing client contractual work is delivered within contract year.
  • To maintain and grow a portfolio of clients
  • To work very closely with colleagues across the business on the identification, profiling and conversion of new opportunities.
  • To provide accurate reports incorporating activity and results.
  • To update and maintain records on core systems.
  • To work closely with the Financial Education support team to provide excellent service to clients.
  • To maintain competence in the Financial Education T&C scheme
  • To support the personal development of colleagues.

Financial Education Delivery

  • To deliver engaging workshops, presentations and clinics to employees of Mercer clients, across a range of financial subjects, recognising the evolving needs of employees throughout their careers in both the face to face and virtual arena.
  • To provide relevant and timely communications and engagement to employees of Mercer clients.
  • To handle larger clients with diverse workforces, requiring a high level of experience and expertise and to achieve lead generation growth in line with productivity targets.
  • To support wider Mercer Private Wealth & Financial Wellbeing activity, eg. Identifying appropriate referrals to Financial Advice, Annuity and Pension Decision Service.

What you need to have:

  • Excellent Presentation and Facilitation skills
  • Excellent Planning, Organising and Delivery skills
  • Excellent Communication skills, both written and verbal
  • Experience of working with clients and providing a consultative approach
  • A good working knowledge of our Products and Services, along with knowledge of our company and the Market
  • Compliance and operational risk knowledge
  • Experience of negotiating and closing
  • Experience of handling objections/Complaint resolution
  • Problem solving and presenting solutions management skills
  • Experience of working with the Management of information
  • Working knowledge of Microsoft Office

What makes you stand out:

  • Diploma in Regulated Financial Planning or equivalent, or with a willingness to work towards this.

MERCER

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's approximately 25,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit Follow Mercer on LinkedIn and Twitter.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, religion, sexual orientation, gender identity or any other characteristic protected by applicable law.

We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs.

#LI-REMOTE #LI-HYBRID

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