Financial Advisor

7 days ago


Sydney, New South Wales, Australia MERCER Full time
About the Role

Mercer is seeking a skilled Financial Advisor to join our team in Sydney or Melbourne. As an Intra-Fund Financial Adviser, you will provide personal scaled financial advice to superannuation fund members, developing strategies and plans that meet their needs and circumstances.

Key Responsibilities
  • Provide financial advice to superannuation fund members, identifying their financial needs and developing plans to meet those needs.
  • Refer clients to the Strategic Advice teams as appropriate.
  • Prepare and issue Statements of Advice (SOA) documentation within a 10-day timeframe.
  • Ensure all interactions with members are within the MFA compliance framework.
Requirements
  • Registered on the ASIC Adviser Register.
  • Graduate Diploma in Financial Planning or an Accredited Relevant Degree.
  • FASEA exam pass.
  • 2-3 years' experience in the financial advice business.
  • Previous phone-based experience is preferred.
  • Outstanding phone manner and strong focus on member experience and meeting member's best interest.
About Us

Mercer is a global consulting leader in talent, rewards, and employment, and a business of Marsh McLennan. We help clients navigate an increasingly dynamic and complex environment. Our approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. We are committed to creating a diverse, inclusive, and flexible work environment and aim to attract and retain the best people.



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