Retirement Consulting Analyst

Mercer; Manchester; On-site; GBP 65,000 - 90,000; Full time

Job summary

Mercer is seeking a Senior Retirement Consulting Analyst to support trustees in governance and scheme secretarial activities. The role focuses on DB governance and collaboration with actuaries and investment consultants within a multi-disciplinary team.

You will help manage meetings, draft papers, and maintain governance documents while developing client relationships and contributing to a broad range of wealth consulting services.

Qualifications

• Pensions knowledge with governance consulting or scheme management experience.
• Understanding of current UK pension issues and regulatory regime.
• Ability to build relationships with colleagues and clients.
• Excellent communication, with attention to detail and planning skills.
• Willingness to learn new skills in a changing environment.
• Proactive and organised with solid project management abilities.
• Qualified or studying towards a pensions qualification such as APMI.

Responsibilities

• Attend client meetings and provide governance and scheme secretarial support.
• Assist in setting and monitoring budgets for clients.
• Liaise with clients, team members and other advisers.
• Attend trustee meetings as trusted supporter to chair and board.
• Carry out all aspects of scheme secretarial work: agendas, papers and liaison.
• Write minutes, track actions and maintain governance and risk documents.
• Set, agree and monitor budgets with senior colleagues.

Skills

Pensions experience

Relationship building

Communication skills

Organisation & PM

Adaptability

Proactivity

Education

Pensions qualifications or studying (APMI or equivalent)

Job 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

Marsh (NYSE: MRSH) is 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, visit marsh.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.