Pension Consultant

3 weeks ago


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

About the Role:

Mercer Private Wealth is seeking a skilled Retirement Relationship Consultant to join our Pensions Decision Service team in Edinburgh. As a key member of our team, you will play a vital role in ensuring members who are considering retirement are placed in the most informed position possible.

Key Responsibilities:

  • 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.
  • 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.
  • Comply with all aspects of our Training & competency scheme.
  • Achieve and then maintain all areas of relevant professional competency.

Requirements:

  • Relationship management experience.
  • Financial Services experience in a non-advised capacity.
  • Literate and eloquent - effective communicator.

About Mercer:

Mercer Private Wealth is a leading provider of financial services, and we are committed to delivering exceptional service to our clients. We offer a competitive benefits package, including a hybrid working model, and opportunities for professional development.


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