Paraplanner - Flexible Home Working Opportunity

1 week ago

Birmingham, Birmingham, United Kingdom Marsh & McLennan Companies Full time
Join Our Team as a Senior Paraplanner

Mercer, a business of Marsh McLennan, is a global leader in helping clients achieve their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.

Position Overview

We are seeking a highly skilled Senior Paraplanner to join our team in London/Bournemouth/UK Wide. As a Senior Paraplanner, you will be responsible for providing expert advice and support to clients, using your knowledge of providers, investment platforms, and business processes to deliver exceptional results.

Key Responsibilities
  • Use your initiative to find innovative solutions for clients' needs, leveraging various research and financial tools.
  • Develop and maintain strong relationships with clients, understanding their goals and objectives.
  • Collaborate with cross-functional teams to deliver high-quality services and meet client expectations.
  • Stay up-to-date with industry trends, regulatory changes, and best practices to ensure compliance and excellence.
What We Offer
  • A competitive benefits package, including 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, and a range of flexible benefits.
  • Opportunities for professional growth and development, including training, mentorship, and career advancement.
  • A dynamic and inclusive work environment, embracing diversity, equity, and inclusion.
Requirements
  • Strong pension knowledge and experience, with a focus on cash flow modelling.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and as part of a team, with a focus on delivering high-quality results.
About Us

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. We are committed to embracing a diverse, inclusive, and flexible work environment, attracting and retaining the best people and embracing diversity of age, background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

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