Comprehensive Financial Adviser

4 weeks ago

Docklands, Australia Marsh McLennan Companies Full time

Description:

Mercer is seeking candidates for the following position based in the Melbourne 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.

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