Financial Adviser

6 months ago

Melbourne, Australia Mercer Full time

**Financial Adviser**

**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 build and maintain strong relationships with your clients, with a focus on the following:

- 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
- Conduct interviews with members who have been referred from internal teams or with existing clients
- 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

**Responsibilities**:

- Conduct thorough financial assessments and provide comprehensive advice on super, investment, insurance and retirement planning, among other associated advice areas.
- Develop tailored financial plans and strategies to optimise clients' outcomes based on their unique needs and objectives.
- Conducting annual reviews and updating their financial plans accordingly.
- Ensuring compliance and accuracy of all advice documents.
- Build and maintain strong client relationships through regular communication and exceptional customer service.

**What you need to have**:
**Education**
- Applicants must have attained the required FASEA qualifications and be eligible to provide personal advice

**Experience**
- Minimum of 5 years’ experience as a financial planner

**Knowledge & Skills**
- Emotional intelligence, a can-do attitude, and high levels of resilience
- Strong problem solving and time management skills
- Strong technical and advice strategy knowledge and competency in superannuation, wealth accumulation, investments, insurance, Centrelink and tax
- High level expertise with Xplan software (including financial modelling) and Microsoft Office Suite
- Ability to prioritise work flow to best achieve business and client outcomes

**What makes you stand out**
- Registered on the FAR
- Certified Financial Planner (CFP) or Masters

**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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