Financial Advice Assistant

Company:

Mercer

Description:

Mercer is pleased to present an exciting opportunity to join our growing MPW team within our Financial Planning support function. In this position, you will have the opportunity to work as part of a dedicated team, serving both existing and new clients who pay regular fees to receive a designated level of service from MPW. We are seeking a talented individual to join the team in our London offices.

Financial Advice Assistant

We are seeking a candidate with strong organizational and communication skills to provide essential support to Financial Planners and process New Business across a wide range of providers and product types. This role offers hands-on experience in client service and financial product administration within a collaborative and professional environment. If you are detail-oriented, enthusiastic, and thrive on delivering high-quality service, you’ll be an excellent fit.

What you will do:

• Submit New Business applications across a wide range of providers and platforms, covering various product types such as pensions, investments, and inheritance tax planning, ensuring an extremely high standard of accuracy and compliance.

• Liaise with insurers and providers to ensure timely delivery of information and implementation of our recommendations.

• Monitor insurer and provider performance on behalf of clients, escalating and challenging issues at a higher level to achieve resolution.

• Accurately complete and maintain the client database to ensure up-to-date and reliable client records.

• Respond to ad hoc client queries promptly and professionally.

• Provide a service fully compliant with Mercer procedures and the Code of Professional Conduct.

What you need to have:

• Good numeracy, communication, organizational, and planning skills.

• Ability to work to deadlines and prioritize your own workload effectively.

• Proficiency with IT systems relevant to the role.

What makes you stand out:

• Experience within the Financial Services industry.

• Currently studying for or holding the Certificate in Financial Planning or Diploma in Regulated Financial Services.

• Demonstrated knowledge of the Financial Services industry and the products available.

• Excellent communication skills and commercial credibility.

• Ability to work independently and collaboratively within a team.

• Resilience and drive to deliver solutions and improvements.

• Strong planning and organizational capabilities.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

•  We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace 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. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.