Financial Advice Assistant

Mercer

London, United Kingdom
Hybrid
Submit new business applications
Liaise with insurers and providers
Monitor insurer and provider performance
This position offers hands-on experience in client service and financial product administration within a collaborative and professional environment

Job Summary

  • This position offers hands-on experience in client service and financial product administration within a collaborative and professional environment.
  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Matching Summary

This position offers hands-on experience in client service and financial product administration within a collaborative and professional environment.

Skills & Requirements

Must-have

  • Submit New Business applications
  • Liaise with insurers and providers
  • Monitor insurer and provider performance
  • Maintain client database
  • Respond to client queries

Nice-to-have

  • Detail-oriented and enthusiastic
  • Collaborative and professional environment
  • Resilience and drive
  • Commercial credibility

Key Requirements

  • Good numeracy, communication, organizational, and planning skills
  • Ability to work to deadlines
  • Proficiency with IT systems
  • Experience within the Financial Services industry
  • Studying for or holding Certificate in Financial Planning or Diploma in Regulated Financial Services
  • Knowledge of Financial Services industry and products

Work Rights

Not specified

Tailored Resume

Cover Letter