AddressFinancial Services Support Administrator - Mercer Wealth
The Role:
- The purpose of this role is to provide administration support for Mercer Private Wealth (MPW). MPW provide holistic financial planning advice to a bank of both existing and potential new clients who pay regular fees to receive a designated level of service from MPW.
- This role involves working closely with the Financial Planners, Operations Support, Technical Operations, UK and Offshore operations teams within MPW to ensure that a unified approach is adopted and communicated across the MPW business.
What can you expect?
- The opportunity to join a growing and highly successful team working with a broad range of clients and products
- A team focused on client service excellence, striving to deliver best practice and market leading solutions
- Excellent training and development with the ongoing career opportunities including study support
What will you be rewarded with?
- We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 3 days per week allowing 2 days per week to be spent working on a remote basis.
- Competitive Benefits Package including: 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
We will rely on you to:
- Prepare meeting packs for our Financial Planners
- Package and send recommendation reports
- Assist the offshore team regarding valuation, compliance checklist and fact find queries.
- Request, collate & analyse plan & other information as directed and input that data accurately into the system.
- Process incoming post and allocating as required per the MPW post process
- Work closely with the offshore and client support teams to ensure that client work flows smoothly through the advice process, resolving any blockers
- Ad hoc client queries & projects as required.
What you need to have:
- Excellent numeracy & attention to detail
- Strong written and verbal communication skills
- Good working knowledge of Microsoft Office (Word, Excel, Outlook,)
- Excellent planning and organising skills
- The ability to work both independently and as part of a team
- Assertive and pro-active approach to your work
- Quick to pick up information, which can be technical in nature.
What makes you stand out:
- Good knowledge of Intelligent Office database system
- Experience within a similar admin support role within the Financial Services sector
- Studying for the Certificate in Financial Planning
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and Twitter.
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 colour, 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 TAUK@mmc.com.
