Job Description
Summary: Provide holistic financial planning to individuals and corporate organisations, advising on wealth management, retirement, and investment strategies.
We are seeking a proactive private client advisor/financial planning consultant to join our team in Mercer, a leading professional services firm.
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
• Develop relationships with existing individual clients and provide ongoing advice
• Generate new business opportunities and deliver presentations to employees on retirement planning and financial education
Requirements:
• Proven experience in providing financial planning advice to individuals
• Deep understanding of pensions and investments, including relevant technical qualifications or knowledge
• Organized and able to generate own new business
• Excellent communicator and relationship builder
• Ability to maintain best practice standards and contribute to a positive working environment
At Mercer, we believe in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. We celebrate and promote diversity and inclusion, and we are committed to creating a culture where everyone feels empowered to bring their whole selves to work and thrive.