What can you expect:

The financial planning team are part of the Private Wealth business in Mercer. We 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 role will involve providing detailed advice to individuals on their financial affairs. The holder will be responsible for generating new individual clients from our existing book of policyholders and building relationships with existing clients, including creating sales opportunities for protection, pension, investment and savings. It is an exciting role for an enthusiastic, recently qualified financial adviser with lots of opportunity for expansion.

What you will be rewarded with:

We provide a highly regarded and competitive package:

• Competitive salary with annual review
• Up to 12% pension contribution
• Full healthcare cover
• Study Support
• Flexitime or flexistart
• Flexible working/potential to work from home
• Sports & Social clubs/Wellness Programme
• Paid annual leave and ability to purchase additional leave days
• Travel ticket/bike to work/dental are optional
• Subsidised canteen
• 35 hour working week

We will rely on you to:

Responsibilities include:

• Advising individuals on all aspects of managing their wealth and related financial planning needs.
• Providing member facing supports to group pension scheme members such as presentations and one to ones.
• Generating new clients from existing policyholders and clients on Mercer agency.
• Generating new business opportunities from their client base and sourcing new individual clients from external channels.
• Meeting sales and revenue targets.
• Maintaining a detailed sales pipeline and regular reporting to team manager.
• 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
• Assisting in the development of current and new financial planning services
• Supporting the team manager in responding to advice queries.
• Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice

What you will need to have:

• 3+ years’ customer facing experience relating to individual pensions, investments or life assurance; alternatively at least 6 months experience providing financial planning advice to individuals.
• Deep understanding of pensions, investment and protection advice techniques including relevant technical qualifications or knowledge (Minimum QFA)
• Deep understanding of financial products available to individuals and advice process
• Driven, opportunistic and commercially aware individual with an appetite for reaching sales goals.
• Outgoing personality with ability to network with colleagues, peers and prospects
• Organised and able to generate own new business.
• Consistently delivers excellent client service
• Clean driving licence

What makes you stand out:

• Minimum requirement is Qualified Financial Adviser (QFA)
• Other related qualifications also desirable e.g. RPA/SIA/CFP
• High level of investments and pensions technical knowledge
• Good working knowledge of Excel, Word and Powerpoint

MERCER

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. In Ireland, Mercer employs over 500 employees in offices based in Dublin and Cork. Mercer is a business of Marsh & McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.me.mercer.com/. Follow Mercer on Twitter @Mercer.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive.