Financial Adviser
Mercer
  • locationMelbourne, VIC
  • salary$-$ per hour
  • full-time 16 January 2021
  • locationMelbourne, VIC
  • salary$-$ per hour
  • 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 (Melbourne or Sydney)
- 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

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Financial Adviser

  • Job Details:
    $-$ per hour AUD
    Melbourne, VIC,
  • Key Dates:
    16 January 2021
    Last -3 days to apply
  • Industry:
    Banking, Economics and Finance
  • 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 (Melbourne or Sydney)
- 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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