At a Glance
- Tasks: Design and deliver engaging financial education programmes for diverse clients.
- Company: Join Mercer, a global leader in risk and financial consulting.
- Benefits: Professional development, inclusive culture, and flexible hybrid work options.
- Other info: Dynamic team environment with opportunities for career growth.
- Why this job: Make a real impact by helping employees achieve financial wellbeing.
- Qualifications: Experience in financial education and strong client management skills.
The predicted salary is between 50000 - 65000 £ per year.
Mercer is pleased to present an exciting opportunity to join our growing Financial Wellbeing team within Mercer Private Wealth. In this position you will work as part of a national team, serving a broad employer client base and partnering with Mercer Private Wealth and Financial Wellbeing colleagues.
We are seeking a candidate with proven experience designing and delivering workplace financial education and engagement programmes to support employers of all sizes. The role combines client consultancy, workshop delivery (face‑to‑face and virtual) and portfolio management. You will manage an existing contractual client portfolio, generate profitable fee income and promote Mercer’s Financial Wellbeing proposition across the UK. If you enjoy client‑facing consultancy, delivering engaging learning experiences and driving measurable outcomes, you’ll be an excellent fit.
We will rely on you to:
- Design profitable, commercial financial education programmes using face‑to‑face and digital channels that meet client objectives and drive employee engagement.
- Act as the primary point of contact for assigned employer clients, build trusted relationships and manage expectations.
- Work closely with colleagues across Mercer to identify, profile and convert new opportunities and to manage smooth handoffs and referrals.
- Deliver engaging workshops and clinics across a range of financial topics, tailored to diverse workforces and career stages (virtual and in‑person).
- Work with the Financial Education support team to ensure excellent client service and compliance with the Financial Education T&C scheme.
- Support the development of colleagues and contribute to continuous improvement of the proposition.
What you need to have:
- Proven experience designing and delivering workplace financial education and engagement programmes.
- Track record of managing a client portfolio and achieving revenue objectives.
- Strong workshop and virtual presentation skills with the ability to engage diverse employee audiences.
- Excellent client service, stakeholder management and consultative skills (questioning, listening, handling objections).
- Strong organisational skills and attention to detail, with the ability to manage multiple contractual commitments concurrently.
- Proficient in Microsoft Office and comfortable maintaining records and MI on core systems.
What makes you stand out:
- Progress toward- or already attained Diploma in Regulated Financial Planning or equivalent qualification.
- Strong prospecting and pipeline management skills, and experience converting engagement into commercial outcomes.
- Experience identifying referrals to regulated financial advice and collaborating with advisory teams.
- Multiregional client experience and familiarity with employer benefits landscapes across the UK.
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 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.
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.
Senior Financial Education Consultant in Leeds 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.
Contact Details:
Marsh & McLennan Companies Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Education Consultant in Leeds
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We think you need these skills to ace Senior Financial Education Consultant in Leeds
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