Strategic Financial Adviser

Summary about this job

Detail information about job Strategic Financial Adviser. Terms and conditions vacancy

An exciting opportunity exists to join a global company and world leader in Financial Services where we put the client at the centre of everything we do. This is a real opportunity for you to further develop your career working with very experienced and dynamic advisors, along with access to world class Investment Advice. Enjoy the comfort of working in a small collaborative team while being supported by a large well renowned organization where our reputation precedes us.
 
About the Role:
Through its Financial Services business, which encompasses large corporate superannuation fund and wealth solutions businesses in Australia and New Zealand, Mercer manages the administration of over a million individual superannuation accounts. The Financial Advice team’s role within that business is to help superannuation members and Private Clients create and protect lasting wealth for a secure retirement.
 
Mercer's Financial Advice team in Sydney is currently seeking an experienced Strategic Financial Adviser with a proven track record in securing and on boarding new clients. You will leverage Mercer’s corporate relations and your own external relationships to provide tailored advice to a range of private clients and superannuation members.
 
You will be supported by a team of Paraplanners and Financial Advice Assistants whilst also having access to our highly regarded global Investment Consulting team and investment research.
 
In this role you will be responsible for:

• Growing the ongoing private client base by implementing business development and market strategies that attract new clients who want an ongoing service relationship
• Retention of a portfolio of private clients through meeting service level commitments
• Generation of additional revenue by identifying new advice opportunities within the existing client portfolio
• Sourcing and converting opportunities for insurance advice, lending and estate planning business
• Contributing to team projects to improve business results

To be successful in this role, you will need to possess:

• Minimum 5 years financial advice experience
• Ideally CFP and Financial Planning qualifications (plus degree in Business related discipline preferred)
• Practical experience working with Self-Managed Superannuation Funds and Wrap Accounts
• A broad understanding of financial planning strategies with strong superannuation, and tax knowledge
• Solid investment management experience and a thorough understand of investment market principles 
• Exceptional communication and relationship management skills
• Ability to work autonomously and within a team environment to achieve results 

 
About the Company:
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. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today.
 
If this sounds like the challenge you are looking for, APPLY now to Roshini Chengappa by clicking on the link below! 
 
Applications will only be accepted from candidates that have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal Record and Bankruptcy 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.