Senior Financial Planning ConsultantApply 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_294214Company:MercerDescription: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 reviewUp to 12% pension contributionFull healthcare coverStudy SupportFlexitime or flexistartFlexible/hybrid workingSports & Social clubs/Wellness ProgrammePaid annual leave and the ability to purchase additional leave daysOptional travel ticket/bike to work/dentalSubsidised canteen35-hour working weekWe will rely on you to:Responsibilities include:Advising individuals on managing their wealth and related financial planning needsDeveloping relationships with existing corporate clients and providing expert financial planning advice to employeesDeveloping relationships with existing individual clients and providing ongoing adviceGenerating new business opportunities, including sourcing new individual clients from external channelsDelivering presentations to employees on retirement planning and financial educationMeeting sales and revenue targetsMaintaining a detailed sales pipelineKeeping accurate records of meetings and advice processes, providing compliant advice based on Mercer proceduresSelf-managing day-to-day workloadWorking with team colleagues to optimize Mercer’s service and brandMaintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial adviceAssisting in the development of current and new financial planning services or productsWhat you will need to have:Proven experience in providing financial planning advice to individualsDeep understanding of pensions and investments, including relevant technical qualifications or knowledgeDriven, opportunistic, and commercially aware individual with an appetite for reaching sales goalsOrganized and able to generate own new businessExcellent communicator amongst your team, peers, and prospects, with the ability to maintain strong relationships across the businessDelivers excellent client service and satisfaction with the ability to positively influence the teamExcellent presentation skillsMaintain best practice standards and be a key driver in creating a positive working environment for colleagues within the teamDeep understanding of products available to individuals and the advice processClean driving licenseQualifications:Minimum requirement is Qualified Financial Adviser (QFA)Other related qualifications are also desirable, e.g., RPA/SIA/CFPMERCERMercer 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.
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