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Job Description
Financial Planning Advisor
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, including retirement, savings, and investment strategies
- Develop relationships with existing corporate clients and provide expert financial planning advice to employees
- Generate new business opportunities, including sourcing new individual clients from external channels
- Deliver presentations to employees on retirement planning and financial education
- Maintain a detailed sales pipeline and keep accurate records of meetings and advice process
As a Financial Planning Advisor, you will be responsible for providing expert financial planning advice to individuals and corporate clients, developing and implementing comprehensive financial plans, and generating new business opportunities.
Mercer is a leading global consulting firm that helps organizations navigate complex business challenges and achieve their goals. Our team of experts provides innovative solutions and advice to clients across a range of industries and sectors.
- 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:
- Proven experience in providing financial planning advice to individuals
- Deep understanding of pensions and investments, 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 your team, peers, and prospects, plus the ability to maintain strong relationships across the business
- Delivers excellent client service and satisfaction with the ability to positively influence the team
- Excellent presentation skills
- Maintain best practice standards and be a key driver in the creation of a positive working environment for colleagues within 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