Retirement Consulting Analyst in Cardiff

Retirement Consulting Analyst in Cardiff

Cardiff Full-Time 60000 - 75000 £ / year (est.) Home office (partial)
Marsh & McLennan Companies

At a Glance

  • Tasks: Support trustee clients with governance and scheme management while collaborating with specialists.
  • Company: Join Mercer, a global leader in risk and consulting with a vibrant culture.
  • Benefits: Professional development, flexible work options, and a supportive team environment.
  • Other info: Diverse and inclusive workplace with numerous career opportunities.
  • Why this job: Make a real impact in the pensions sector while growing your career.
  • Qualifications: Experience in pensions governance and strong communication skills are essential.

The predicted salary is between 60000 - 75000 £ per year.

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.

Retirement Consulting Analyst in Cardiff employer: Marsh & McLennan Companies

Lippincott is an exceptional employer that fosters a collaborative and innovative work culture, where consultants are empowered to tackle complex brand challenges alongside a passionate team. Located in London, employees benefit from a vibrant city atmosphere, ample opportunities for professional growth, and mentorship from experienced leaders, all while contributing to the development of world-class brands. With a commitment to inclusion and a focus on personal and collective success, Lippincott offers a rewarding environment for those seeking meaningful and impactful careers.

Marsh & McLennan Companies

Contact Details:

Marsh & McLennan Companies Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Retirement Consulting Analyst in Cardiff

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Marsh & McLennan Companies. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Retirement Consulting Analyst in Cardiff

Pensions Experience
Governance Consulting
Scheme Management
Technical Pensions Knowledge
Regulatory Knowledge
Client Relationship Management
Communication Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Marsh & McLennan Companies.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Marsh & McLennan Companies's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Marsh & McLennan Companies

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Marsh & McLennan Companies.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Marsh & McLennan Companies will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Marsh & McLennan Companies employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.