Retirement Relationship Consultant

1 month ago

Edinburgh, United Kingdom Marsh McLennan Companies Full time

Description:

Mercer Private Wealth – Edinburgh (Hybrid Working)

At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations.

We are recruiting for a Retirement Relationship Consultant to join our Pensions Decision Service team. We are looking for candidates with relationship management experience from a financial services background with either DB or DC pension experience. There is an opportunity to study or continue to study for relevant professional qualifications

What can you expect?

You will be responsible for ensuring members who are considering retirement are placed in the most informed position possible so that they can make the best decision for their own circumstances. This will be done by a structured program of telephone and email contact which begins 6-12 months before a member is due to retire and will educate the member as to their options then guide them through their decision.
 

What’s in it for you?

We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 3 days per week allowing 2 days per week to be spent working on a remote basis. 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, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more
 

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 willing to study towards obtaining 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

  • Retirement Relationship Consultant

    2 weeks 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...

  • Retirement Relationship Consultant

    2 weeks 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...

  • Retirement Relationship Consultant

    1 month ago

    Edinburgh, Edinburgh, United Kingdom Mercer Full time

    Mercer Private Wealth – Edinburgh (Hybrid Working)At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations.We are recruiting for a...

  • Retirement Relationship Consultant

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Mercer Full time

    Mercer Private Wealth – Edinburgh (Hybrid Working)At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations.We are recruiting for a...

  • Retirement Relationship Consultant

    7 days ago

    Edinburgh, Edinburgh, United Kingdom Mercer Full time

    Retirement Relationship Consultant - Edinburgh - MercerThe RoleYou 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...

  • Retirement Relationship Consultant

    1 month ago

    Edinburgh, United Kingdom Mercer Full time

    Mercer Private Wealth – Edinburgh (Hybrid Working)At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations.We are recruiting for a...

  • Retirement Relationship Consultant

    3 weeks ago

    Edinburgh, United Kingdom Mercer Full time

    Mercer Private Wealth – Edinburgh (Hybrid Working)At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations.We are recruiting for a...

  • Retirement Relationship Consultant

    2 weeks ago

    Edinburgh, United Kingdom Mercer Full time

    **Mercer Private Wealth - Edinburgh (Hybrid Working)** At Mercer Private Wealth, we believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations. **What can you...

  • Senior Retirement Consultant I

    1 day ago

    Edinburgh, United Kingdom Mercer Full time

    **Senior Retirement Consultant - Based in **Edinburgh, Bristol, Exeter, London or our Manchester office** **What can you expect**: - You will be part of our Wealth Consulting Team within a niche team and will be responsible for the day to day management of a portfolio containing a number of defined benefit pension scheme clients - Central to your role will...

  • Retirement Actuarial Consulting Manager

    1 week ago

    Edinburgh, United Kingdom Marsh McLennan Companies Full time

    Description: Senior Actuarial Consultant - GMP Equalisation - Natiowide Mercer is currently looking to grow our team by appointing talented and ambitious technical part – qualified / qualified actuaries in an exciting and revenue generating role. This is an opportunity to join an established centre of excellence, specialising in a wide range of...

  • Commercial and Relationship Consultant

    1 week ago

    Edinburgh, United Kingdom Diligenta Full time

    **Who are Diligenta?** Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform our clients' operations. A business that has been described as ‘home’ by existing employees, we drive a culture that is founded...

  • Commercial and Relationship Consultant

    1 week ago

    Edinburgh, United Kingdom Diligenta Full time

    **Salary**: From £40082-£50103 **Who are Diligenta?**: Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we...

  • Commercial and Relationship Consultant

    4 weeks ago

    Edinburgh, United Kingdom Sanderson Recruitment Plc Full time

    Commercial and Relationship Consultant Who are Diligenta? Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees,...

  • Client Relationship Consultant

    3 weeks ago

    Edinburgh, United Kingdom Phoenix Group Full time

    **Salary and benefits**: Competitive, plus bonus, 38 days holiday (including bank holidays), generous pension, private medical cover, 12x salary life assurance, career breaks, income protection, 3x volunteering days and lots more! **Job Type**: Permanent **Location**: This role is hybrid, based in Edinburgh, with time spent working from the office and at...

  • Retirement Home Supervisor

    1 month ago

    Edinburgh, United Kingdom Stafffinders Full time

    Come be a part of our esteemed client's retirement community in Edinburgh! We are actively searching for a committed and skilled Retirement Home Supervisor to enhance the outstanding care and services offered to residents. What you will get in your new role For this position, the salary is £23,000 per annum pro rata, with core working hours from 9am...

  • Retirement Home Supervisor

    3 weeks ago

    Edinburgh, United Kingdom Stafffinders Full time

    Come be a part of our esteemed client's retirement community in Edinburgh! We are actively searching for a committed and skilled Retirement Home Supervisor to enhance the outstanding care and services offered to residents. What you will get in your new role For this position, the salary is £23,000 per annum pro rata, with core working hours from 9am...

  • Retirement Home Supervisor

    2 weeks ago

    Edinburgh, United Kingdom Stafffinders Full time

    Come be a part of our esteemed client's retirement community in Edinburgh! We are actively searching for a committed and skilled Retirement Home Supervisor to enhance the outstanding care and services offered to residents.What you will get in your new roleFor this position, the salary is £23,000 per annum pro rata, with core working hours from 9am until...

  • Retirement Home Supervisor

    4 weeks ago

    Edinburgh, United Kingdom Stafffinders Full time

    Come be a part of our esteemed client's retirement community in Edinburgh! We are actively searching for a committed and skilled Retirement Home Supervisor to enhance the outstanding care and services offered to residents.What you will get in your new roleFor this position, the salary is £23,000 per annum pro rata, with core working hours from 9am until...

  • Retirement Home Supervisor

    1 month ago

    Edinburgh, United Kingdom Stafffinders' Client Full time

    Come be a part of our esteemed client's retirement community in Edinburgh! We are actively searching for a committed and skilled Retirement Home Supervisor to enhance the outstanding care and services offered to residents. What you will get in your new role For this position, the salary is £23,000 per annum pro rata, with core working hours from 9am...

  • Retirement Home Supervisor

    1 month ago

    Edinburgh, United Kingdom Stafffinders Full time €23,000

    Come be a part of our esteemed client's retirement community in Edinburgh! We are actively searching for a committed and skilled Retirement Home Supervisor to enhance the outstanding care and services offered to residents. What you will get in your new role For this position, the salary is £23,000 per annum pro rata, with core working hours from 9am until...