Job Description
**Financial Planning Advisor** A highly skilled financial planning advisor is sought to join the Private Wealth business in Mercer, providing holistic financial planning to individuals, high-net-worth individuals, and corporate organisations. **Key Responsibilities:** • Advise individuals on all aspects of managing their wealth and related financial planning needs • Develop relationships with existing corporate clients and provide expert financial planning advice to employees • Generate new business opportunities from client bases and external channels • Meet sales and revenue targets • Maintain accurate records of meetings and advice process • Work with team colleagues to optimise Mercer's service and brand **Requirements:** • 7+ years experience in individual pensions, life assurance, or providing financial planning advice to individuals • Deep understanding of pensions and investment techniques • Driven, opportunistic, and commercially aware individual with an appetite for reaching sales goals • Excellent communicator and relationship builder • Ability to maintain best practice standards and create a positive working environment **About Mercer:** Mercer is a global consulting leader in talent, rewards, and investment, with over 25,000 employees in 44 countries. The company operates in over 130 countries and is a business of Marsh & McLennan, the world's leading professional services firm. **What We Offer:** • Competitive salary with annual review • Up to 12% pension contribution • Full healthcare cover • Study support • Flexitime or flexistart • Flexible working/hybrid working • Sports & Social clubs/Wellness Programme • Paid annual leave and ability to purchase additional leave days • Travel ticket/bike to work/dental are optional • Subsidised canteen **Qualifications:** • Minimum requirement is Qualified Financial Adviser (QFA) • Other related qualifications also desirable