Retirement Relationship Consultant

1 week ago


Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time
About the Role

We are seeking a skilled Retirement Relationship Consultant to join our Pensions Decision Service team at Mercer Private Wealth in Edinburgh. As a key member of our team, you will play a vital role in ensuring our clients have a clear understanding of their retirement options.

Key Responsibilities
  • Deliver exceptional customer service to members who are considering retirement, providing them with informed guidance on their options.
  • Develop and maintain relationships with clients, understanding their needs and preferences to provide tailored advice.
  • Stay up-to-date with changing pension regulations and market trends, applying this knowledge to inform client decisions.
  • Work collaboratively with colleagues to achieve team goals and objectives.
  • Continuously develop your skills and knowledge to maintain professional competency and stay ahead in the industry.
What We Offer
  • A competitive benefits package, including 25 days annual leave, flexible working arrangements, and a range of employee benefits.
  • Opportunities for professional development and growth within the company.
  • A dynamic and supportive work environment that fosters collaboration and innovation.
Requirements
  • Proven experience in relationship management, preferably in a financial services context.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients.
  • Knowledge of pension schemes and retirement options, with a willingness to continue learning and developing your expertise.
About Mercer

Mercer Private Wealth is a leading provider of financial services, dedicated to helping individuals and organizations achieve their financial goals. We are committed to delivering exceptional service and expertise to our clients, and we are seeking like-minded professionals to join our team.



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