Financial Planning Consultant

at  Mercer

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.

QUALIFICATIONS:

• Minimum requirement is Qualified Financial Adviser (QFA)
• Other related qualifications also desirable e.g. RPA/SIA/CFP

• Advising 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 team colleagues to optimise Mercer’s service and brand
• Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice
• Assisting in the development of current and new financial planning services or product