Job Description
Financial Planning Advisor: Provide holistic financial planning to individuals, high-net-worth individuals, and corporate organizations, covering retirement, savings, investment, protection, and inheritance planning.
The role involves providing detailed advice to individuals on their financial affairs, utilizing technical knowledge to identify solutions for their portfolio of clients.
Key responsibilities include advising individuals on wealth management, developing relationships with corporate and individual clients, generating new business opportunities, and delivering presentations on retirement planning and financial education.
Requirements include proven experience in providing financial planning advice, deep understanding of pensions and investments, and excellent communication and presentation skills.
Qualifications include a minimum of Qualified Financial Adviser (QFA) and other related qualifications desirable.
Mercer is a global consulting leader in talent, rewards, and employment, with over 25,000 employees in 44 countries.
The company operates in over 130 countries and is a business of Marsh & Mc Lennan, the world's leading professional services firm.
Mercer's culture celebrates and promotes diversity, inclusivity, and employee well-being.
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
- Developing relationships with existing individual clients and providing ongoing advice
- Generating new business opportunities, including sourcing new individual clients from external channels
- Delivering presentations to employees on retirement planning and financial education
- Meeting sales and revenue targets
- Maintaining a detailed sales pipeline
- Keeping accurate records of meetings and advice process, providing compliant advice based on Mercer procedures
- Self-managing day-to-day workload
- Working with team colleagues to optimize Mercer's service and brand
- Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice
- Assisting in the development of current and new financial planning services or products
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
- Organized 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