Company:
Mercer
Description:
We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role can be based in Sydney or Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.
Advice Member Experience Consultant
- Working in a fast paced dynamic team environment providing general advice to super fund members.
- Refers members to advice teams as appropriate.
We will count on you to:
- Triage of intra-fund opportunities to members of superannuation funds administered by Mercer within 2 days of receiving referral;
- Have broad conversations, which identify member’s financial needs.
- Meet members advice needs for their superannuation through
- the provision of General Advice or
- book them for a meeting with an Intra Fund Adviser or
- refer members to comprehensive advice teams where they have their needs outside their superannuation met
- Ensure all interactions with members are within the Mercer Financial Advice compliance framework.
What you need to have:
- RG146 accreditation – mandatory
- Advanced Diploma in Financial Planning – preferable
- Graduate Diploma in Financial Planning - preferable
- Phone based experience preferable
- Ability to work with various types of people and members
- Outstanding verbal and written communication skills
- Excellent organisational and time management skills
- Must meet 20 hours Continuing Professional Development each year.
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
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