Job Description
What can you expect: The Financial Planning team are part of the Private Wealth business in Mercer. We provide holistic financial planning to individuals, high-net-worth individuals, and members of corporate organizations. The advice covers a broad range of wealth management services including retirement, savings or investment, protection, and inheritance planning. The role will involve providing detailed advice to individuals on their financial affairs, and the role holder will utilize their technical knowledge to identify solutions for their portfolio of clients. It is an exciting role for a proactive private client advisor/financial planning consultant with lots of opportunity for progression and expansion of the role. This role can be based in our Cork or Dublin offices. What you will be rewarded with: 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 35 hour working week We will rely on you to: Responsibilities include: Advising 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 Generating new business opportunities, including sourcing new individual clients from external channels Deliver 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 What you will need to have: 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 MERCER Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. In Ireland, Mercer employs over 500 employees in offices based in Dublin and Cork. Mercer is a business of Marsh & McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy, and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter, and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.me.mercer.com/. Follow Mercer on Twitter @Mercer. We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation, or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive. #J-18808-Ljbffr