New Business Administrator

Mercer Private Wealth

Knowing where to start with investment strategies, or understanding how much you need to save in a pension for a comfortable retirement isn’t always straightforward.

Mercer’s Private Wealth team support individuals on every step of their financial journey. We can help everyone make the most of their money and build a brighter financial future.

New Business Administrator

We are recruiting a New Business Administrator to join our Private Wealth Team. This part of the business is responsible for advising clients on all aspects of their wealth, including investment, retirement planning and tax planning.

The successful applicant can either be a remote worker or be based out of one of our offices in: Leeds, Bristol, London, or Exeter.

What can you expect?

• Process New Business for your allocated consultants, or others where needed, to an extremely high standard.
• Provide quality administration support to clients with regard to the transactional elements of their portfolio in line with the Mercer code of professional conduct, The Greater Good.
• Assist in the retention and development of existing clients and provide support to the team.
  
  

What’s in it for you?

• We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 3 days per week allowing 2 days per week to be spent working on a remote basis.
• Competitive Benefits Package including: 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
  
  

We will count on you to:

• Submit New Business across a wide range of providers and platforms, with various product types such as pensions, investments, IHT planning etc.
• Liaise with insurers/ providers to ensure delivery of information/implementation of our recommendations in appropriate timescales.
• Monitor insurers/ providers performance on behalf of clients and challenge insurer/ provider at higher level to resolve any issues.
• Accurately complete and maintain the client database.
• Provide a service compliant with Mercer procedures and Code of Professional Conduct
  
  

What you need to have:

• Strong administration experience ideally within a Financial Services environment as well as:
• Excellent written and oral communication skills
• Excellent IT experience in order to work with the necessary IT systems in place
• Ability to work on own and as part of a team
• Excellent planning and organisation skills and ability to work to deadlines
• Proven ability to prioritise own workloads
  
  

What makes you stand out?

• Experience of working in a new business environment
• Experience of using IO (intelligent office) system
  
  

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 20,000 colleagues are based in 43 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 more than 85,000 colleagues and annual revenue of $23 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 mercer.com. Follow Mercer on LinkedIn and X.

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