At a Glance
- Tasks: Design and deliver engaging financial education programmes for diverse clients.
- Company: Join Mercer, a leader in financial wellbeing with a supportive culture.
- Benefits: Professional development, inclusive environment, and a range of career opportunities.
- Other info: Dynamic role with opportunities for growth and collaboration.
- Why this job: Make a real impact by helping others 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.
EEO Statement: 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 reasonableaccommodations@mmc.com.
Senior Financial Education Consultant employer: National African-American Insurance Association (NAAIA)
Mercer is an exceptional employer that prioritises professional development and fosters a vibrant, inclusive culture. As a Senior Financial Education Consultant, you will have the opportunity to work with talented colleagues, engage in meaningful client interactions, and contribute to innovative financial wellbeing solutions across the UK. With a strong focus on employee growth and well-being, Mercer offers a range of benefits and rewards that enhance your career journey and personal satisfaction.
Contact Detail:
National African-American Insurance Association (NAAIA) Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Education Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial education space and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at Mercer.
✨Tip Number 2
Prepare for those interviews by practising your workshop delivery skills. Since this role involves engaging diverse audiences, try running mock sessions with friends or family to get comfortable and refine your presentation style.
✨Tip Number 3
Showcase your client management experience! Be ready to discuss specific examples of how you've built relationships and managed expectations in previous roles. This will demonstrate your fit for the consultancy aspect of the job.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Mercer.
We think you need these skills to ace Senior Financial Education Consultant
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in designing and delivering financial education programmes. We want to see how your skills align with what we're looking for, so don’t hold back!
Showcase Your Client Management Skills:Since this role involves managing a client portfolio, be sure to include examples of how you've built relationships and managed expectations in previous roles. We love seeing real-life examples that demonstrate your consultative skills.
Highlight Your Presentation Prowess:Whether it's face-to-face or virtual, we need someone who can engage diverse audiences. Share any relevant experiences where you’ve delivered workshops or presentations, and let us know how you made them interactive and impactful.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at National African-American Insurance Association (NAAIA)
✨Know Your Financial Education Stuff
Make sure you brush up on the latest trends in workplace financial education. Be ready to discuss how you've designed and delivered programmes in the past, and think of specific examples that showcase your ability to engage diverse audiences.
✨Showcase Your Client Management Skills
Prepare to talk about your experience managing client portfolios. Highlight how you've built trusted relationships and met client expectations. Have a few success stories ready that demonstrate your consultative skills and ability to drive measurable outcomes.
✨Engage with Your Presentation Style
Since this role involves delivering workshops both virtually and face-to-face, practice your presentation skills. Think about how you can make your sessions interactive and engaging, and be prepared to share techniques you've used to captivate different employee audiences.
✨Be Organised and Detail-Oriented
Mercer values strong organisational skills, so come prepared to discuss how you manage multiple commitments. Share your strategies for keeping track of client needs and ensuring compliance with financial education standards, as this will show your attention to detail.
