Retirement Relationship Consultant

GB035 Mercer (UK) Limited; City of Edinburgh; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading firm in pensions and wealth management is seeking a Retirement Relationship Consultant in Edinburgh. This hybrid role involves delivering exceptional service to clients regarding their retirement options and managing client relationships in a supportive team environment. Ideal candidates will have financial services experience and the desire to obtain relevant qualifications.

Benefits

Professional development opportunities

Inclusive workplace culture

Career advancement options

Qualifications

• Experience in financial services, particularly in a non-advised capacity.
• Willingness to study for recognized qualifications.
• Ability to communicate effectively with clients.

Responsibilities

• Deliver telephone services to members with retirement decisions.
• Ensure members are informed of their retirement options.
• Maintain accurate customer records.

Skills

Relationship management

Effective communication

Education

Relevant industry qualifications

Job description

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Retirement Relationship Consultant, Edinburgh

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Client:

Location:

Edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

a50966bda417

Job Views:

6

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Description:

We are seeking a talented individual to join our Pensions Decision Service team at Mercer Private Wealth. This role will be based in Edinburgh . This is a hybrid role that has a requirement of working at least three days a week in the office.

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

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:

• 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

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.
  

#hybrid

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan 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 Marsh McLennan 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 McLennan 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.

Description:

We are seeking a talented individual to join our Pensions Decision Service team at Mercer Private Wealth. This role will be based in Edinburgh . This is a hybrid role that has a requirement of working at least three days a week in the office.

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

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

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.

#hybrid

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan 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 Marsh McLennan 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 McLennan 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.