Retirement Relationship Consultant - Edinburgh, United Kingdom - Mercer

Mercer

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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 potential in the rapidly changing pension industry.

What can you expect?

What you will be rewarded with?

We offer excellent salaries and comprehensive benefits
25 Days Annual Leave, with the option to buy or sell up to 5 days per year
Excellent defined contribution pension scheme with up to 12% employer contribution (based on a 4% employee contribution)
Private Medical Insurance

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 will study towards relevant industry qualifications
Financial Services experience in a nonadvised 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:

Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment.

We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, religion, sexual orientation, gender identity or any other characteristic protected by applicable law.

Schedule: