Financial Adviser Associate

5 months ago

Melbourne, Australia Mercer Full time

**Financial Adviser Associate**

**What can you expect?**

What we offer is a chance to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on providing outstanding career development, learning opportunities, financial rewards and we are committed to making your journey with us FUN.
- _ Voted #1 HR Consulting Company Globally_
- _ Melbourne CBD (Docklands) Hybrid office and work from home environment_
- _ Great Package _
- _Great time to join this global organisation in Growth Phase _

**What is in it for you?**

At Mercer, we recognize 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 hybrid work environment
- Leading training and development programs
- Professional environment where your career path really matters and is supported in our global organization
- Great team of energetic and supportive colleagues
- Genuine work life balance

**We will count on you to**:
The primary focus of this role is to facilitate the advice process between adviser, paraplanning and customer service teams.
- Support aligned advisers to achieve applicable revenue growth targets. Specific responsibilities include business development, attending client appointments and record keeping, facilitating high-quality investment, insurance, and strategic financial advice
- Release capacity so aligned advisers can drive business growth
- Facilitate the advice process by working with internal / external teams (product providers, Paraplanning team, Customer Service team)
- Maintain up-to-date client information in Xplan to ensure data integrity of advice documents, compliance, and reporting
- Create positive client experience via required client interactions
- Support a client centric culture through sustained actions and commitment
- Maintaining the CRM system and ensuring a focus on continuous improvement
- Maintaining the CRM system and ensuring a focus on continuous improvement

**Responsibilities**:

- Financial Advice Associates will be aligned to Financial Advisers working with clients in all phases of life and financial situations
- Attendance in client appointments to eventually being able to provide advice to existing and new clients
- Providing detailed and accurate research for Advisers and their clients
- Provide the paraplanning team with clear and concise instructions after each client appointment
- The opportunity to progress your career in Financial Advice

**What you need to have**:
**Education**
- Completed or on the path to completion of a relevant tertiary qualification and be RG146 compliant.

**Experience**
- 3 year minimum of paraplanning and/or advisory experience

**Knowledge & Skills**
- Detailed understanding of the advice process and compliance framework
- High level expertise with Xplan software (including financial modelling) and Microsoft Office Suite
- Ability to engage confidently with clients as required
- Strong communication skills
- Ability to prioritise work flow to best achieve business and client outcomes
- Strong numeric skills
- Focus on continuous improvement

**What makes you stand out**
- Registered on the FAR

**About us**:
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.

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