Description:
What can you expect:
The Fiinancial 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 organisations. 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:
We provide a highly regarded and competitive package:
1. Competitive salary with annual review
2. Up to 12% pension contribution
3. Full healthcare cover
4. Study Support
5. Flexitime or flexistart
6. Flexible working/hybrid working
7. Sports & Social clubs/Wellness Programme
8. Paid annual leave and ability to purchase additional leave days
9. Travel ticket/bike to work/dental are optional
10. Subsidised canteen
11. 35 hour working week
We will rely on you to:
Responsibilities include:
12. Advising individuals on all aspects of managing their wealth and related financial planning needs
13. Develop relationships with existing corporate clients and provide expert financial planning advice to employees
14. Develop relationships with existing individual clients and provide ongoing advice
15. Generating new business opportunities including sourcing new individual clients from external channels
16. Deliver presentations to employees on retirement planning and financial education
17. Meeting sales and revenue targets
18. Maintaining a detailed sales pipeline
19. Keeping accurate records of meetings and advice process, providing compliant advice based on Mercer procedures
20. Self-managing day-to-day workload
21. Working with team colleagues to optimise Mercer’s service and brand
22. Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice
23. Assisting in the development of current and new financial planning services or products
What you will need to have:
24. Proven experience in providing financial planning advice to individuals
25. Deep understanding of pensions and investments including relevant technical qualifications or knowledge
26. Driven, opportunistic and commercially aware individual with an appetite for reaching sales goals
27. Organised and able to generate own new business
28. Excellent communicator amongst your team, peers and prospects plus the ability to maintain strong relationships across the business
29. Delivers excellent client service and satisfaction with the ability to positively influence the team
30. Excellent presentation skills
31. Maintain best practice standards and be a key driver in the creations of a positive working environment for colleagues within the team
32. Deep understanding of products available to individuals and advice process
33. Clean driving license
Qualifications:
34. Minimum requirement is Qualified Financial Adviser (QFA)
35. Other related qualifications also desirable e.g. RPA/SIA/CFP
MERCER