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Retirement Consulting Analyst

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Mercer
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Financial Consultant
Job Description & How to Apply Below

Mercer’s Governance and Scheme Management team are recruiting a Senior Retirement Consulting Analyst. This role is suitable for someone with experience working with trustees within a scheme management/governance or administrative role and can be based in any of our UK locations.

What you can expect
  • This is an opportunity to further your career and to join a great multi-disciplinary team which provides clients with leading edge advice across all key disciplines such as DB funding, DB and DC governance, investment, risk transfer and covenant advice
  • You will be a key part of a team supporting our trustee clients in their scheme management and governance objectives
  • Whilst your primary focus will be on DB governance, this is an opportunity to work with other specialists such as scheme actuaries and investment consultants, and on a range of client teams
  • We tailor the client mix to support and develop an individual’s skills now and into the future
  • Central to your role will be governance consulting and scheme secretary responsibilities to trustee boards and/or sole trustees, and as such you will be key to the client relationship and interactions with the wider team
  • We actively encourage our consulting Analysts to develop, and provide numerous opportunities for personal growth and development as a result of the very broad range of skills and expertise our Wealth business and the wider Mercer has to offer
We will rely on you to
  • Attend client meetings, support all scheme secretarial services to the client and be involved in setting and monitoring budgets
  • Provide governance and scheme secretarial support to trustee clients and/or supporting senior colleagues who are leading the relationship
  • Take a central role in liaising with clients, other team members and other advisers
  • Attend trustee meetings as trusted supporter to trustee chair and board
  • Carry out all aspects of scheme secretarial work, including arranging meetings, drafting agendas and meeting papers, liaison with Mercer colleagues, trustees and other advisors
  • Write minutes, manage action points, communicate with key stakeholders, implement and maintain governance and risk documents
  • Set, agree and monitor budgets with support from senior colleagues
What you need to have
  • Pensions experience of which some experience ideally will be in governance consulting and scheme management from either a consultancy or in house pensions team
  • Technical pensions knowledge and knowledge of current regulatory regime
  • A good understanding of current pension issues and how these impact clients
  • A strong understanding of a range of ways in which UK pension schemes operate
  • Proven ability to build relationships with colleagues and clients
  • Excellent communication skills with strong attention to detail, natural proactivity, planning, organisation and project management skills
  • A willingness to learn new skills and be adaptable in a changing environment
What makes you stand out
  • Relevant pensions qualifications or studying towards, eg APMI or equivalent
  • Pensions governance and scheme management experience
Why join our team
  • 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

We are an equal opportunities employer.

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