- Provide personal scaled financial advice to superannuation fund members, by developing strategies and plans that meet the member's needs and circumstances.
- Refer clients to the Strategic Advice teams as appropriate.
- Hybrid work arrangements
- Discounted insurances
- Incentive Compensation Plan
- Leading training and development program
- Professional environment where your career path really matters and is supported in our global organisation
- Great team environment with energetic and supportive colleagues
- The intra-fund advice team is a fast paced, dynamic environment where the interests of members is our number one priority.
- All team members are highly skilled superannuation professionals.
- Provision of intra-fund advice to members of superannuation funds administered by Mercer.
- Have broad conversations, which identify member's financial needs.
- Refer members to comprehensive advice teams to have their needs outside their superannuation met.
- Prepare and issue SOA documentation within a 10 day timeframe.
- Ensure all interactions with members are within the MFA compliance framework.
- Registered on ASIC Adviser Register.
- Graduate Diploma in Financial Planning or an Accredited Relevant Degree.
- FASEA exam pass.
- 2-3 years' experience in the financial advice business.
- Previous phone based experience – preferable.
- Outstanding phone manner.
- Strong focus on member experience and meeting member's best interest.
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Intra-fund Financial Adviser - Docklands, Australia - Marsh McLennan Companies
Description
Description:
Mercer is seeking candidates for the following position based in Sydney or Melbourne:
Intra-fund Financial Adviser (phone based)
What can you expect?
What is in it for you?
At Mercer, we recognize that our most important asset is our people. We offer benefits and programs that support career development such as professional development support, exam and study assistance and global rotation opportunities, which will support and nurture you with every opportunity to reach your full potential.
We also recognise the value of healthy, happy colleagues and promote a culture of care and wellbeing, offering benefits such as flexible working and much more
We will count on you to:
What you need to have:
