Description:
Financial Advice Assistant – Mercer – Bristol
We are seeking a talented individual to join our Specialist Protection team in our Bristol office. The role is to cover a period of Maternity leave so is being offered as a 12 month fixed term contract (FTC). This is a hybrid role that has a requirement of working at least three days a week in the office.
We are able to consider homeworkers with previous Financial Services experience.
In this role you will provide support to Financial Planners and clients in sourcing and placing protection for various life events, including both personal and business protection.
We will count on you to:
1. Investigate new leads and set these up on the system, ensuring the process is followed.
2. Liaise with Financial Planners as to cover levels and provide quotations where requested.
3. Issue application packs, liaise with clients over missing forms or additional documentation.
4. Submit applications across a wide range of providers and platforms.
5. Liaison with insurers/providers to ensure implementation of our recommendations in appropriate timescales. Contacting GPs and underwriters where needed.
6. Complete and issue suitability letters on behalf of the Financial Planner.
7. Monitor insurers/providers performance on behalf of clients and challenge insurer/ provider at higher level to resolve any issues.
8. Accurate completion and maintenance of the client database at all times.
9. Ad hoc client queries – change of address or policy top ups.
10. Provide a service compliant with Mercer procedures and Code of Professional Conduct.
What you need to have:
11. Good numeracy, communication, organisational and planning skills
12. Ability to work to deadlines and prioritise own workload
13. IT experience in order to work with the necessary IT systems in place.
What makes you stand out?
14. Financial Services Industry Experience
15. Specific Protection field knowledge – personal, business or both.
Why join our team:
16. We help you be your best through professional development opportunities, interesting work and supportive leaders.
17. 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.
18. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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.