Paraplanner - Flexible Home Working Opportunity

3 weeks ago


Liverpool, Liverpool, United Kingdom Mercer Full time
Senior Paraplanner Opportunity

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.

About the Role

We are seeking a highly skilled Senior Paraplanner to join our Private Wealth Team in London/Bournemouth/UK Wide. As a Senior Paraplanner, you will play a key role in providing exceptional support to our clients, using your expertise to find innovative solutions to their financial needs.

Key Responsibilities
  • Use your initiative to find great solutions for clients' needs, leveraging various research and financial tools.
  • Develop and maintain excellent knowledge of providers, investment platforms, and business processes.
  • Utilize strong pension knowledge, confident cash flow modelling, and experience to deliver exceptional results.
What We Offer

As a Senior Paraplanner at Mercer, you will enjoy 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
  • Flexible benefits, including the option to buy up to 5 days holiday per year, cycle to work, dental insurance, health assessments, and more.
About 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. We are committed to embracing a diverse, inclusive, and flexible work environment, where everyone has the opportunity to thrive.



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