Financial Adviser
Mercer
  • locationSydney, NSW
  • salaryNot disclosed
  • full-time 25 January 2021
  • locationSydney, NSW
  • salaryNot disclosed
  • full-time
Job Description

Helpline Superannuation Advisor

We are open to anyone based nationally in Australia!

Have you recently started your career as a Financial Advisor, looking for a new role, or nearing the end of your career? This opportunity could be for you, come and enjoy our diverse team!

What can you expect?

To provide financial advice to Mercer Super Trust and standalone client members, by developing strategies and plans that meet each client needs and circumstances
To refer clients to the Strategic Advice teams as appropriate
High volume, fast paced, phone based advisory
The expectation of taking 10 advice phone calls per day
What is in it for you?

35 hour working week
Open to location
Flexible working!
Phone based role
Professional environment where your career path really matters and is supported in our global organisation
Great team environment with energetic and supportive colleagues
Genuine work life balance
We will count on you to:

Provision of intra-fund, super advice to members of superannuation funds administered by Mercer
Develop deeper relationships with clients by offering new and beneficial services that will assist them achieve their financial goals
Ensure personal advice is implemented
Develop and implement outbound calling campaigns in order to build client engagement and increase retention
What you need to have:

Registered on ASIC Adviser Register
Graduate Diploma in Financial Planning or an Accredited Relevant Degree
Have completed the FASEA examination successfully
2-3 years’ experience in the financial advice business
Excellent relationship management skills
Demonstrated face to face or phone based advisor experience
Exceptional phone manner
What makes you stand out:

Phone based experience
Experience managing and retaining clients
Strong focus on customer experience and meeting member’s best interest
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today.

Apply

Please apply using the link below

Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

Mercer is an equal opportunity employer committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex (including intersex), marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

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About

As a leading specialist fibre and network solutions provider, Vocus connects people, businesses, governments, and communities across Australia and New Zealand, to the world. With a world-class team of experts, we challenge convention and do things d

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About 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 operate

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Supporting Documents

    NONE

Work Authorisation
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Financial Adviser

  • Job Details:
    Not disclosed AUD
    Sydney, NSW, Any
  • Key Dates:
    25 January 2021
    Last 8 days to apply
  • Industry:
    Superannuation and Insurance
  • Insights:
    0 Applicants
    1 Views
Job Description

Helpline Superannuation Advisor

We are open to anyone based nationally in Australia!

Have you recently started your career as a Financial Advisor, looking for a new role, or nearing the end of your career? This opportunity could be for you, come and enjoy our diverse team!

What can you expect?

To provide financial advice to Mercer Super Trust and standalone client members, by developing strategies and plans that meet each client needs and circumstances
To refer clients to the Strategic Advice teams as appropriate
High volume, fast paced, phone based advisory
The expectation of taking 10 advice phone calls per day
What is in it for you?

35 hour working week
Open to location
Flexible working!
Phone based role
Professional environment where your career path really matters and is supported in our global organisation
Great team environment with energetic and supportive colleagues
Genuine work life balance
We will count on you to:

Provision of intra-fund, super advice to members of superannuation funds administered by Mercer
Develop deeper relationships with clients by offering new and beneficial services that will assist them achieve their financial goals
Ensure personal advice is implemented
Develop and implement outbound calling campaigns in order to build client engagement and increase retention
What you need to have:

Registered on ASIC Adviser Register
Graduate Diploma in Financial Planning or an Accredited Relevant Degree
Have completed the FASEA examination successfully
2-3 years’ experience in the financial advice business
Excellent relationship management skills
Demonstrated face to face or phone based advisor experience
Exceptional phone manner
What makes you stand out:

Phone based experience
Experience managing and retaining clients
Strong focus on customer experience and meeting member’s best interest
At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today.

Apply

Please apply using the link below

Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

Mercer is an equal opportunity employer committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex (including intersex), marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.


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