Senior Financial Education Consultant

Company:Mercer

Description:

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.

Senior Financial Education Consultant

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 a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

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 [email protected].

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.