Senior Financial Education Consultant

Marsh McLennan

2d•Hybrid

About The Position

Mercer is seeking a Senior Financial Education Consultant to join their growing Financial Wellbeing team within Mercer Private Wealth. This role involves working as part of a national team, serving a broad employer client base and partnering with Mercer Private Wealth and Financial Wellbeing colleagues. The ideal candidate will have proven experience designing and delivering workplace financial education and engagement programs. The position combines client consultancy, workshop delivery (face-to-face and virtual), and portfolio management. Responsibilities include managing an existing contractual client portfolio, generating profitable fee income, and promoting Mercer’s Financial Wellbeing proposition across the UK. This role is suitable for individuals who enjoy client-facing consultancy, delivering engaging learning experiences, and driving measurable outcomes.

Requirements

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.

Nice To Haves

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.

Responsibilities

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.