Retirement Consulting Analyst

Marsh McLennan; Birmingham; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Mercer’s Governance and Scheme Management team is recruiting a Senior Retirement Consulting Analyst in the UK. The role focuses on governance consulting and scheme secretarial work for trustee boards, with exposure to DB governance and broader client teams.

You will support client relationships and deliver high-quality governance services. The position offers hybrid working arrangements across UK locations, with a mix of office and client-site days to develop skills and progress within Mercer’s

Qualifications

• Pensions experience, ideally governance consulting and scheme management
• Technical pensions knowledge and understanding of current regulatory regime
• Strong client relationship, communication, planning and project management skills
• Willingness to learn new skills and adapt in a changing environment
• Relevant pensions qualifications or studying towards (eg APMI) will help

Responsibilities

• Attend client meetings and provide scheme secretarial services to trustees
• Draft agendas, minutes and papers; liaise with Mercer colleagues, trustees and advisers
• Write minutes, track actions and communicate with key stakeholders
• Set, monitor budgets in collaboration with senior colleagues
• Provide governance and secretarial support to trustee clients
• Support senior colleagues in relationship management and client delivery

Job description

Company:

Mercer

Description:

Mercer’s Governance and Scheme Management team are recruiting a Senior Retirement Consulting Analyst

This role is suitable for someone with experience working with trustees within a scheme management/governance or administrative role and can be based in any of our UK locations.

What can you expect:

• This is an opportunity to further your career and to join a great multi-disciplinary team which provides clients with leading edge advice across all key disciplines such as DB funding, DB and DC governance, investment, risk transfer and covenant advice
• You will be a key part of a team supporting our trustee clients in their scheme management and governance objectives
• Whilst your primary focus will be on DB governance, this is an opportunity to work with other specialists such as scheme actuaries and investment consultants, and on a range of client teams
• We tailor the client mix to support and develop an individual’s skills now and into the future
• Central to your role will be governance consulting and scheme secretary responsibilities to trustee boards and/or sole trustees, and as such you will be key to the client relationship and interactions with the wider team
• We actively encourage our consulting Analysts to develop, and provide numerous opportunities for personal growth and development as a result of the very broad range of skills and expertise our Wealth business and the wider Mercer has to offer

We will rely on you to:

• Attend client meetings, support all scheme secretarial services to the client and be involved in setting and monitoring budgets
• Provide governance and scheme secretarial support to trustee clients and/or supporting senior colleagues who are leading the relationship
• Take a central role in liaising with clients, other team members and other advisers
• Attend trustee meetings as trusted supporter to trustee chair and board
• Carry out all aspects of scheme secretarial work, including arranging meetings, drafting agendas and meeting papers, liaison with Mercer colleagues, trustees and other advisors
• You will write minutes, manage action points, communicate with key stakeholders, implement and maintain governance and risk documents
• Set, agree and monitor budgets with support from senior colleagues

What you need to have:

• Pensions experience of which some experience ideally will be in governance consulting and scheme management from either a consultancy or in house pensions team
• Technical pensions knowledge and knowledge of current regulatory regime
• A good understanding of current pension issues and how these impact clients
• A strong understanding of a range of ways in which UK pension schemes operate
• Proven ability to build relationships with colleagues and clients
• Excellent communication skills with strong attention to detail, natural proactivity, planning, organisation and project management skills
• A willingness to learn new skills and be adaptable in a changing environment

What makes you stand out:

• Relevant pensions qualifications or studying towards, eg APMI or equivalent
• Pensions governance and scheme management experience

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 [e-mail].

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.