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Retirement Relationship Consultant

5 months ago

Edinburgh, United Kingdom Mercer Full time

**Retirement Relationship Consultant - Edinburgh - Mercer**

**The Role**

You will have strong relationship management and financial services experience and be keen to develop your systematic and professional skills within a truly world class environment - one that recognises your ability, rewards your initiative, and encourages you to reach your full potential in the rapidly changing pension industry.

**What can you expect?**

**What you will be rewarded with?**
- We offer excellent salaries and comprehensive benefits
- 25 Days Annual Leave, with the option to buy or sell up to 5 days per year
- Excellent defined contribution pension scheme with up to 12% employer contribution (based on a 4% employee contribution)
- Private Medical Insurance

**We will count on you to**:

- Deliver an effective and efficient telephone service to all members who meet defined triggers for the RRM team
- Ensure all members who are within the RRM scope come to their retirement decision in an as informed position as possible, as to their choices
- Make sense of the changing pensions environment and be able to relate changes to a member’s circumstances
- Open effective dialogues, overcoming objectives, so that members engage with our journey
- Achieve desired outbound contact rates amongst our target members
- Comply with all aspects of our Training & competency scheme
- Achieve and then maintain all areas of relevant professional competency including, where appropriate, formal qualifications
- Always adhere to your non advised status and achieve call handling time appropriate for member journey and circumstances
- Maintain accurate MI and customer records

**What you need to have**:

- Relationship management experience
- Achieved or will study towards relevant industry qualifications
- Financial Services experience in a non-advised capacity
- Literate and eloquent - effective communicator

**What makes you stand out?**
- Pensions Knowledge including At Retirement options
- Working towards the R01/4 or CF1 and FA2 or already qualified (or equivalent) is highly desirable but is not essential
- Experience of working within the governance of a T&C Scheme is desirable but not essential

**About Mercer**:
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.

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