At a Glance
- Tasks: Produce advice reports and implement solutions for clients while ensuring compliance with FCA standards.
- Company: Mercer Private Wealth is seeking a Financial Planner to manage existing clients and new business opportunities.
- Benefits: Professional development opportunities and a vibrant, inclusive culture are key perks offered.
- Other info: Position based in Liverpool, ideal for those with Chartered status and knowledge of Intelliflo.
- Why this job: Join a team committed to delivering excellent client care and achieving growth through new business.
- Qualifications: Must have a current Statement of Professional Standing (SPS) and relevant industry experience.
The predicted salary is between 50000 - 60000 £ per year.
Mercer Private Wealth has an immediate vacancy for a Financial Planner (ideally Chartered) to take over an established area of existing clients and new business opportunities.
Responsibilities
- Work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients.
- Work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business.
- Ensure high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA's Statements of Principles and the firm's documented performance measures/standards and compliance plan.
- Demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes.
- Maintain competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner, evidenced by an up to date Statement of Professional Standing (SPS).
- Deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service.
Required Qualifications
- Attained and current Statement of Professional Standing (SPS) from CII.
- A good level of relevant industry experience.
- Excellent interpersonal and communication skills.
- Comprehensive industry and technical knowledge.
- Ability to work in a structured, efficient manner, using support staff where necessary.
What Makes You Stand Out
- Qualified to Chartered Status with CII Pension Transfer Specialist qualified.
- Knowledge of Intelliflo.
Benefits
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.
Equality, Diversity and Inclusion
We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process.
Financial Planner - Liverpool employer: MARSH LLC.
Mercer Private Wealth offers a supportive environment with professional development opportunities in Liverpool. The team values equality, diversity, and inclusion, ensuring all candidates can participate fully in the recruitment process.
