Financial Planning Consultant

Company:Mercer

Description:

What can you expect:

We are seeking a talented individual to join our Private Wealth Team at Mercer Ireland with the role based in either Cork or Dublin.

The Private Wealth Team are part of the Wealth business in Mercer. They provide holistic financial planning to individuals and members of corporate organisations for fee and/or commission. The advice ranges from pension planning for retirement to recommending suitable life assurance to choosing the most suitable ARF, annuity, savings or investment arrangement for their funds.

The Financial Planning Consultant role will involve providing detailed advice to individuals on their financial affairs and the role holder will utilise their technical knowledge to identify solutions for their portfolio of clients. It is an exciting role for a proactive financial planning consultant with lots of opportunity for progression and expansion of the role.

This role will fall in scope for Control Function CF3 and CF4 in line with the Fitness & Probity regime overseen by the Central Bank of Ireland.

We will count on you to:

• Advise individuals on all aspects of managing their wealth and related financial planning needs
• Develop relationships with existing corporate clients and provide expert financial planning advice to employees
• Develop relationships with existing individual clients and provide ongoing advice
• Generating new business opportunities including sourcing new individual clients from external channels
• Deliver 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 process, providing compliant advice based on Mercer procedures
• Self-managing day-to-day workload
• Working with colleagues to optimise Mercer’s service and brand
• Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice

What you need to have:

• Proven experience in providing financial planning advice to individuals or relevant pension experience
• Deep understanding of pensions and investments including relevant technical qualifications or knowledge
• Drive to meet sales goals and to generate own new business
• Excellent communication skills amongst your team, peers and prospects plus the ability to maintain strong relationships across the business
• Deliver 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 the creations of a positive working environment for colleagues within the team
• Deep understanding of products available to individuals and advice process
• Clean driving license
• Minimum requirement is Qualified Financial Adviser (QFA)

What makes you stand out:

• Other related qualifications also desirable e.g. RPA/SIA/CFP

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create innovative solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [email protected] to discuss any specific needs.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.