Senior Financial Planning Consultant
Apply remote type Hybrid locations Dublin - Charlotte time type Full time posted on Posted 2 Days Ago time left to apply End Date: February 23, 2025 (1 day left to apply) job requisition id R_294214
Company:
Mercer
Description:
What can you expect:
The Financial Planning team is 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, utilizing 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 many opportunities for progression and expansion. This role can be based in our Cork or Dublin offices.
What you will be rewarded with:
We provide a highly regarded and competitive package:
* Competitive salary with annual review
* Up to 12% pension contribution
* Full healthcare cover
* Study Support
* Flexitime or flexistart
* Flexible/hybrid working
* Sports & Social clubs/Wellness Programme
* Paid annual leave and the ability to purchase additional leave days
* Optional travel ticket/bike to work/dental
* Subsidised canteen
* 35-hour working week
We will rely on you to:
Responsibilities include:
* Advising individuals on 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 processes, 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, with 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 creating a positive working environment for colleagues within the team
* Deep understanding of products available to individuals and the advice process
* Clean driving license
Qualifications:
* Minimum requirement is Qualified Financial Adviser (QFA)
* Other related qualifications are 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. For more information, visit 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