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.

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.

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.

Senior Financial Education Consultant

Key skills