R_216655 Financial Advice Assistant – Mercer – Bristol

Fixed Term Contract – Maternity Cover

What can you expect?

To provide support to Financial Planners and clients in sourcing and placing protection for various life events, to include both personal and business protection.

What you will be rewarded with?

We offer competitive salaries and comprehensive benefits:

• 25 Days Annual Leave, with the option to buy or sell up to 5 days per year
• Excellent defined contribution pension scheme with up to 12% employer contribution (based on a 4% employee contribution)
• Private Medical Insurance

We will count on you to:

• Investigate new leads and set these up on the system, ensuring the process is followed.
• Liaise with Financial Planners as to cover levels and provide quotations where requested.
• Issue application packs, liaise with clients over missing forms or additional documentation.
• Submit applications across a wide range of providers and platforms.
• Liaison with insurers/providers to ensure implementation of our recommendations in appropriate timescales. Contacting GPs and underwriters where needed.
• Complete and issue suitability letters on behalf of the Financial Planner.
• Monitor insurers/providers performance on behalf of clients and challenge insurer/ provider at higher level to resolve any issues.
• Accurate completion and maintenance of the client database at all times.
• Ad hoc client queries – change of address or policy top ups.
• Provide a service compliant with Mercer procedures and Code of Professional Conduct.

What you need to have:

• Good numeracy, communication, organisational and planning skills
• Ability to work to deadlines and prioritise own workload
• IT experience in order to work with the necessary IT systems in place.

What makes you stand out?

• Financial Services Industry Experience
• Specific Protection field knowledge – personal, business or both.

About Mercer

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on Twitter @Mercer.