Strategic Financial Adviser
Marsh & McLennan Companies - Virgin Islands

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About the Company:
Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset – their people. Mercer's 20,000 employees are based in more than 40 countries.

About the Role:
Through its Outsourcing 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 Melbourne is currently seeking a Financial Adviser to provide tailored advice to a range of private clients and superannuation members. In this role you will be responsible for:
  • Retention of a portfolio of private clients (primarily individuals nearing or already in retirement) through meeting service level commitments
  • Generation of additional revenue by identifying new advice opportunities within the existing client portfolio and providing advice as required to members of Mercer-administered super funds
  • Sourcing and converting opportunities for insurance advice, lending and estate planning business
  • Contributing to team projects to improve business results

Qualifications
To be successful in this role, you will need to possess:
  • Experience working in Financial Planning with several years of Advising experience
  • Financial Planning qualifications (ADFP preferred)
  • A broad understanding of financial planning strategies with strong superannuation, Centrelink and tax knowledge
  • Exceptional communication and relationship management skills
  • Ability to work autonomously and within a team environment to achieve results
This is an exciting and challenging role that offers a highly supportive and collaborative team environment with the opportunity to be part of a dynamic and highly successful organisation that offers a competitive range of health, wealth and lifestyle benefits.

If this sounds like the challenge you are looking for, APPLY now! For a confidential discussion please contact Jed Haskins via email to Jedidiah.Haskins@mercer.com.

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.

Job Client Service
Primary Location AU-VI-Melbourne

Marsh & McLennan Companies and its Affiliates are equal opportunity employers

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About this company
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Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy and...