Senior Financial Planning Consultant
6 months ago
Description:
What can you expect:
The financial 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 will be based in our Cork office in Navigation Square.
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/hybrid working 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 weekWe will rely on you to:
Responsibilities include:
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 from their client base including sourcing new individual clients from external channels 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 productsWhat you will need to have:
7+ years’ experience in individual pensions, life assurance or providing financial planning advice to individuals Deep understanding of pensions and investment techniques including relevant technical qualifications or knowledge Driven, opportunistic and commercially aware individual with an appetite for reaching sales goals Organised and able to generate own new business Excellent communicator amongst your team, peers and prospects plus the ability to maintain strong relationships across the business Delivers excellent client service and satisfaction with the ability to positively influence the team Maintain best practice standards and be a key driver in the creations of a positive working environment for colleagues within the team Deep understanding of products available to individuals and advice process Clean driving licenseQualifications:
Minimum requirement is Qualified Financial Adviser (QFA) Other related qualifications also desirable e.g. RPA/SIA/CFPMERCER
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