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:Competitive salary with annual reviewUp to 12% pension contributionFull healthcare coverStudy SupportFlexitime or flexistartFlexible working/hybrid workingSports & Social clubs/Wellness ProgrammePaid annual leave and ability to purchase additional leave daysTravel ticket/bike to work/dental are optionalSubsidised canteen35 hour working weekWe will rely on you to:Responsibilities include:Advising individuals on all aspects of managing their wealth and related financial planning needsDevelop relationships with existing corporate clients and provide expert financial planning advice to employeesDevelop relationships with existing individual clients and provide ongoing adviceGenerating new business opportunities including sourcing new individual clients from external channelsDeliver presentations to employees on retirement planning and financial educationMeeting sales and revenue targetsMaintaining a detailed sales pipelineKeeping accurate records of meetings and advice process, providing compliant advice based on Mercer proceduresSelf-managing day-to-day workloadWorking with team colleagues to optimise 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 goals Organised and able to generate own new businessExcellent communicator amongst your team, peers and prospects plus 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 the creations of a positive working environment for colleagues within the teamDeep understanding of products available to individuals and advice processClean driving licenseQualifications:Minimum requirement is Qualified Financial Adviser (QFA)Other related qualifications also desirable e.g.
RPA/SIA/CFPMERCER