Financial Advice Team Leader - Wheelers Hill

Summary about this job

Detail information about job Financial Advice Team Leader - Wheelers Hill. Terms and conditions vacancy

• Wheelers Hill Office
• Flexible working arrangements: Potential to be a Part Time opportunity
• Collaborative and Inclusive environment 

 
About the Role:
Reporting to the Head of Advice, the Team Leader will be responsible for managing a team of strategic and workplace financial advisers and support staff, ensuring that the team achieves its stated client, revenue and related objectives. In addition, the key responsibilities will include:  

• Developing and overseeing new opportunities to grow the business with increased penetration of our client base, new referrals, and a tighter sales management program across helpline, workplace and strategic financial advice
• Managing and building an on-going book of clients
• Managing the day to day operations of the team and allocating resources effectively and fairly
• Ensuring an appropriate compliance and risk management culture by managing the requirements of our authorised representatives and representatives with zero tolerance for compliance breaches
• Proactively maintain and enhance the profile of Mercer Financial Advice internally within Mercer and externally within the industry to generate new business for the team and practice

About You:
We seek a highly motivated experienced Senior Financial Adviser looking to expand their personal skills and opportunities. Additionally, you will need to have: 

• A CFP or related degree in business, accounting, financial service
• Strong management and leadership skills along with coaching and mentoring capabilities
• Superior verbal and written communication, and interpersonal skills with the ability to influence outcomes at all levels within the team
• Prior people management experience will be highly regarded
   

About Mercer:
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. At Mercer, we say we Make Tomorrow, Today.
 
If you have a desire to work for one of the top professional services companies in the world, can work independently, and are committed to providing top quality service to clients, then APPLY now to Roshini Chengappa by following the link provided.
 
Applications will only be accepted from candidates that have the appropriate approval to work in Australia. Successful applicants will be required to complete Criminal Record check prior to commencement of employment.
 
Mercer is an equal opportunity employer committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex (including intersex), marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.