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Financial Planning Administrator

Location: Leeds, United Kingdom

Company: Mercer

Job ID R_077801-en

Financial Planning Administrator

Our Financial Planning team based in Leeds are looking for an Administrator to join the team. They will be an integral part of the team, dealing with the collation of required information to allow the team to provide advice and support to our clients in a swift and accurate manner.

Key Duties:

  • To provide support to the Team Manager and Office Manager in ensuring the team has the required information and organisation to work effectively together.
  • To meet the day-to-day administration needs of clients in an accurate and timely manner and in accordance with any agreed standards and procedures.
  • To liaise/correspond effectively with Financial Advisors, Administrators and third party administration staff as necessary to resolve customer enquiries and complaints to a satisfactory outcome and in a timely manner. 
  • To take responsibility of more complex technical queries, owning those cases until completion.
  • To maintain a commercial focus and be aware of what functions are included in service specifications for clients we act for.
  • To ensure quality of output to all customers is technically correct at all times and meets corporate standards.
  • To make a positive contribution to the team by working well with colleagues, effectively discuss challenges that arise and participate in departmental meetings.
  • To plan, prioritises and manage workloads effectively to meet targets and deadlines. Share any concerns or issues quickly, taking necessary steps to rectify.
  • To respond in a professional and timely manner to incoming enquiries from customers with regard to all types of the department’s business using appropriate tools as necessary.

Experience and Education Requirements


  • Good all round Knowledge of Pensions is desirable
  • Knowledgeable IT and Systems user
  • Comfortable with new technology
  • Capable of working on own initiative and balancing multiple tasks


  • Achievement of or working towards CII qualifications in Financial Planning
  • Advance Excel skills

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. At Mercer, we say we Make Tomorrow, Today. Visit for more information and follow us on LinkedIn and Twitter @Mercer

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