Current jobs related to Team Leader – Intra fund Financial Advice - Docklands - Marsh McLennan Companies

  • Team Leader

    3 months ago

    Docklands, Australia Mercer Full time

    **Team Leader - Intra fund Financial Advice** **What can you expect?** - Mercer Financial Advice provides simple advice through the phones and in the workplace, and strategic advice to those who have more comprehensive and ongoing financial needs. We service 7,000 private clients and Mercer’s corporate, industry and public sector client base, as well as...

  • Team Leader, Paraplanning

    5 months ago

    Docklands, Australia Link Group Full time

    **Why Link Group **Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have over 6000 employees across 4 continents and continue to grow every day. Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in...

  • Head of Funding

    6 months ago

    Docklands, Australia Latitude Financial Services Full time

    Let’s talk about the role As the head of funding, you will play a pivotal role in leading Latitude’s funding strategy and ongoing programme execution including, structuring securitisations, debt financing, managing relationships in debt markets, rating agencies, and legal counsel both in Australia and Internationally. You’ll be a SME in all thing’s...

  • Suspicious Matter Reporting Team Leader, Financial

    5 months ago

    Docklands, Australia Link Group Full time

    **Why Link Group** Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have over 6000 employees across 4 continents and continue to grow every day. Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Docklands, Victoria, Australia DELAWARE NORTH Full time

    Financial Planning and Analysis RoleWe are seeking a highly skilled Financial Planning and Analysis professional to join our team at Delaware North. As a key member of our finance team, you will be responsible for providing financial analysis and advice to support business decision-making.Key Responsibilities:Deliver in-depth financial analysis and insights...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Docklands, Victoria, Australia DELAWARE NORTH Full time

    About the RoleWe are seeking an experienced Financial Analyst to join our team on a contract basis. As a Financial Analyst, you will be responsible for providing sound advice to assist the business in understanding profit drivers and business performance.Key ResponsibilitiesDeliver periodical analysis of P&L performance, Balance Sheet, and Cash Flow against...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Docklands, Victoria, Australia DELAWARE NORTH Full time

    About the RoleWe are seeking an experienced Financial Analyst to join our team in Docklands, Melbourne. As a Financial Analyst, you will be responsible for providing sound advice to assist the business in understanding profit drivers and business performance.Key ResponsibilitiesDeliver periodical analysis of P&L performance, Balance Sheet, and Cash Flow...

  • Financial Planning and Analysis Expert

    3 weeks ago

    Docklands, Victoria, Australia DELAWARE NORTH Full time

    About the RoleWe are seeking a highly skilled Financial Analyst to join our team in Docklands, Melbourne on a contract basis. As a Financial Analyst, you will be responsible for providing sound advice to assist the business in understanding profit drivers and business performance.Key Responsibilities:Deliver periodical analysis of P&L performance, Balance...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Docklands, Victoria, Australia DELAWARE NORTH Full time

    About the RoleWe are seeking an experienced Financial Analyst to join our Head Office team in Docklands, Melbourne. As a key member of our finance team, you will be responsible for providing sound advice to assist the business in understanding profit drivers and business performance.Key ResponsibilitiesDeliver periodical analysis of P&L performance, Balance...

  • Financial Services Processing Specialist

    2 days ago

    Docklands, Victoria, Australia Link Group Full time

    Job Description:Company OverviewLink Group is a leading provider of integrated technology solutions for the global financial services industry. SalaryA competitive salary of $65,000 - $85,000 per annum, depending on experience, plus superannuation and other benefits. Job DescriptionWe are seeking an experienced Underwriting Administrator to join our team...

  • Team Leader

    5 months ago

    Docklands, Australia Asuria Full time

    **About Us**: Asuria is a leading Employment Services and Training organisation which supports people and communities by delivering a wide range of government services, education programs and training across Australia, Sweden, South Korea, Saudi Arabia, and the United Kingdom. Asuria currently has 950 employees and operates with a diverse portfolio of...

  • Financial Planning and Analysis Expert

    3 weeks ago

    Docklands, Victoria, Australia DELAWARE NORTH Full time

    Delaware North is seeking a skilled Financial Planning and Analysis professional to join their team. As a key member of the Head Office team, you will be responsible for providing sound advice to assist the business in understanding profit drivers and business performance.This role involves delivering periodical analysis of P&L performance, Balance Sheet,...

  • Financial Accountant

    1 month ago

    Docklands, Victoria, Australia Australian Pharmaceutical Industries Full time

    About Wesfarmers HealthWesfarmers Health is a leading health, beauty, and wellness company in Australia, formed in March 2022 through the acquisition of Australian Pharmaceutical Industries (API). Our portfolio includes Priceline, Priceline Pharmacy, Soul Pattinson Chemist, Pharmacist Advice, Clear Skincare Clinics, InstantScripts, and SILK Laser...

  • Financial Planning and Analysis Specialist

    1 month ago

    Docklands, Victoria, Australia DELAWARE NORTH Full time

    About the RoleWe are seeking an experienced Financial Analyst to join our team in Docklands, Melbourne. As a key member of our finance team, you will be responsible for providing sound advice to assist the business in understanding profit drivers and business performance.Key ResponsibilitiesDeliver periodical analysis of P&L performance, Balance Sheet, and...

  • Analyst Financial Planning and Analysis

    1 month ago

    Docklands, Australia Delaware North Full time

    The Opportunity: Delaware North Australia is now seeking an experienced CA/CPA qualified Financial Analyst to join the Head Office team based in Docklands, Melbourne on a **Contract covering Parental Leave**. This role has accountability to provide sound advice to assist the business in understanding profit drivers and business performance. This will be...

  • Financial Analyst

    1 month ago

    Docklands, Victoria, Australia Myer Full time

    About the RoleWe are seeking a highly skilled Finance Analyst to join our team at Myer. As a key member of our Commercial Finance team, you will provide strategic financial advice and support to key stakeholders, driving business growth and financial success.Key ResponsibilitiesProvide financial modelling and business case support to key stakeholdersReview...

  • Financial Planning and Analysis Expert

    3 weeks ago

    Docklands, Victoria, Australia DELAWARE NORTH Full time

    Job Opportunity:Delaware North Australia is seeking an experienced CA/CPA qualified Financial Analyst to join the Head Office team based in Docklands, Melbourne on a Contract covering Parental Leave.This role has accountability to provide sound advice to assist the business in understanding profit drivers and business performance. This will be achieved...

  • AML and CTF Analyst, Financial Crimes

    3 weeks ago

    Docklands, Australia Link Group Full time

    About MUFG Pension & Market Services MUFG Pension & Market Services is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day.MUFG Retirement Solutionsis the largest business under MUFG Pension and Market Services and we are the...

  • Client Service Officer

    5 months ago

    Docklands, Australia Mercer Full time

    **Client Service Officer - Part time** **What can you expect?** - To support Financial Advisers in preparing and implementing advice - Being the first point of contact for our clients - The opportunity to progress your career in Financial Advice - A part time role in a CBD Office **What is in it for you?** - Opportunity to work part time, on the days and...

  • AML and CTF Analyst, Financial Crimes Specialist

    3 weeks ago

    Docklands, Victoria, Australia Link Group Full time

    About MUFG Pension & Market ServicesMUFG Pension & Market Services is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6,500 employees across 4 continents and continue to grow every day.MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services and we are the...

Team Leader – Intra fund Financial Advice

3 months ago

Docklands, Australia Marsh McLennan Companies Full time

Description:

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

Team Leader – Intra fund Financial Advice

What can you expect?

Mercer Financial Advice provides simple advice through the phones and in the workplace, and strategic advice to those who have more comprehensive and ongoing financial needs. We service 7, private clients and Mercer’s corporate, industry and public sector client base, as well as the members of Mercer Super. Team Leaders are responsible for managing a team of financial advisers and support staff, ensuring that the team achieves its stated client, revenue and related objectives. Team Leaders play a vital role in the strategic development of the team, in growing the team through the coaching and mentoring of advisers in the acquisition of new clients and referral sources, promoting professionalism and the highest ethical standards in financial advice through their own actions and through the management of the team.

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 work arrangements Discounted insurances Incentive Compensation Plan 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

We will count on you to:

Ensuring that each team member has clear goals and KPIs in place, including client and sales plans Managing the day-to-day operations of the team and allocating resources effectively and fairly Ensuring professional development plans are in place and in particular, for high performers to facilitate career progression at Mercer Consistently achieving Statement of Advice (SOA) turnaround time service standards, whilst ensuring SOAs are of the highest quality Promoting and maintaining a positive culture throughout the team by encouraging a collaborative approach and by fostering effective teamwork Coaching and mentoring team members to maximise performance, leverage skills and strengths and ensure appropriate resource management. Developing and overseeing new opportunities to grow the business with increased penetration of our client base, new referrals and a tighter sales management program across helpline, workplace and strategic financial advice. Strategic focus is important to win business, develop corporate clients and deliver innovative solutions that meet the needs of corporate and private clients. Achieving % adherence to Advice Standards and processes Ensuring SLAs are achieved via the team with trustees Trustee relationship management Tightly managing the requirements of our authorised representatives and representatives with zero tolerance for compliance breaches Minimum E&O outcomes Practice management of advisers through peer review, oversight of advice and attention to the manner in which they are managing clients and client outcomes. Proactively maintaining and enhancing the profile of Mercer Financial Advice internally within Mercer and externally within the industry to generate new business for the team and practice

What you need to have: 

Demonstrates excellent organisational and time management skills Demonstrates excellent verbal and written communications Experienced Senior Financial Advisor looking to expand personal skills and leadership opportunities Strong management and leadership skills Coaching and mentoring capability Multi-tasking Technically proficient in financial advice