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Job Description
Financial Planning Consultant
Develop and implement comprehensive financial plans for high-net-worth individuals and corporate clients, providing expert advice on wealth management, retirement, and investment strategies.
- Provide detailed financial planning advice to individuals, utilizing technical knowledge to identify solutions for their portfolio of clients.
- Develop relationships with existing corporate clients and provide expert financial planning advice to employees.
- Generate new business opportunities from client base, including sourcing new individual clients from external channels.
- Maintain a detailed sales pipeline, keeping accurate records of meetings and advice process.
About Mercer
Mercer is a global consulting leader in talent, rewards, and employment outcomes, with a presence in over 130 countries. We help clients navigate an increasingly dynamic and complex environment, providing expert advice on talent, rewards, and employment outcomes.
- 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
Requirements
- 7+ years experience in individual pensions, life assurance or providing financial planning advice to individuals
- Deep understanding of pensions and investment techniques, including relevant technical qualifications or knowledge
- Driven, opportunistic and commercially aware individual with an appetite for reaching sales goals
- Organised and able to generate own new business
- Excellent communicator amongst team, peers and prospects, with the ability to maintain strong relationships across the business
- Delivers excellent client service and satisfaction, with the ability to positively influence the team
- Deep understanding of products available to individuals and advice process
- Clean driving license
Qualifications
- Minimum requirement is Qualified Financial Adviser (QFA)
- Other related qualifications also desirable, e.g. RPA/SIA/CFP