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Job Description
Financial Planning Advisor
Seeking a driven and commercially aware individual to provide holistic financial planning to individuals, high-net-worth individuals, and corporate organisations.
Mercer is a global consulting leader in talent, rewards, and employment, transforming the world of work.
Key Responsibilities:
- Advising individuals on all aspects of managing their wealth and related financial planning needs
- Developing relationships with existing corporate clients and providing expert financial planning advice to employees
- Generating new business opportunities and delivering presentations to employees on retirement planning and financial education
- Maintaining a detailed sales pipeline and keeping accurate records of meetings and advice process
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
- Excellent communication and presentation skills, with the ability to maintain strong relationships across the business
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