Comprehensive Financial Adviser

Company:

Description:

Mercer is seeking candidates for the following position based in the Sydney office:

Comprehensive Financial Adviser

What can you expect?

• The Mercer Financial Advice team provides tailored and comprehensive financial advice to a range of individual clients over the phone and in person by developing strategies and plans that meet our client’s needs and circumstances.
• The team comprises fully qualified and accredited financial advisers who are therefore required to meet the appropriate legislative and regulatory requirements applicable to financial advisers, and our licensing conditions

What is in it for you?

At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that support career development such as professional development support, exam and study assistance and global rotation opportunities which will support and nurture you with every opportunity to reach your full potential.

We also recognise the value of healthy, happy colleagues and promote a culture of care and wellbeing, offering benefits such as flexible working and much more!

• Flexible work arrangements
• Leading training and development program
• Professional environment where your career path really matters and is supported in our global organisation
• Great team environment with energetic and supportive colleagues
• Genuine work life balance

We will count on you to:

• Managing a portfolio of clients and fulfilling the terms of engagement with each client.
• Developing deeper relationships with clients by offering new and beneficial services that will assist them achieve their financial goals.
• Ensuring that each client portfolio is administered correctly, and is maintained according to the standards expected of Mercer.
• Ensures personal advice provided is implemented
• Producing an individual client and new business development plan to identify opportunities and achieve revenue targets.
• Encouraging referrals from existing clients using “family and friends” discounts, promotional activities, new services, client seminars.
• Increasing new appointment levels through outbound calls and receiving inbound calls from clients that may be part of marketing campaigns
• Mentor members of the team

What you need to have:

• Ideally 2-3 years’ financial adviser (FASEA qualified), experience managing and retaining clients
• Excellent relationship management skills.
• Relevant financial advice competency with appropriate technical proficiency including the full suite of financial advice services (savings, investments, superannuation, shares, property, debt management, estate planning, and wealth protection).
• Previous experience in mentoring staff or leading a team
• Experience with Xplan will be highly regarded.
• Demonstrated ability to plan, prioritise and schedule work targets / activities with minimal supervision.Excellent verbal and written communication skills.
• Attention to detail.
• Strong organisational skills and the ability to work to deadlines.
• Ability to work with various types of people and clients.
• Tertiary qualified in business related area with financial advice.
• Certified Financial Planner certification preferable, or part way through certification process.
• Diploma in Financial Planning mandatory.
• Completed FASEA Educational Requirements
• Advanced Diploma in Financial Planning preferable.
• Working towards Certified Financial Planning designation.
• Must meet 40 hours Continuing Professional Development each year.

About us:

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 25,000 employees are based in 44 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 76,000 colleagues and annual revenue of $17 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 https://www.mercer.com/. Follow Mercer on Twitter @Mercer.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin colour, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement.

Please apply using the link below, applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.