At a Glance
- Tasks: Provide expert financial planning and advice to clients while ensuring compliance with industry standards.
- Company: Join Marsh McLennan, a global leader in risk and consulting services.
- Benefits: Enjoy competitive salary, professional development, and a vibrant, inclusive culture.
- Other info: Flexible hybrid work model with opportunities for career growth.
- Why this job: Make a real impact on clients' financial futures in a supportive team environment.
- Qualifications: Chartered status and strong communication skills are essential.
The predicted salary is between 75000 - 75000 £ 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.
We will count on you to:
- 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 that 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 from Mercer Private Wealth.
What you need to have:
- 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.
- Able 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.
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.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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. We are an equal opportunities employer.
Marsh 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 colleagues are expected to be in their local office or working onsite with clients at least three days per week.
Financial Planner - London employer: Marsh & McLennan Companies
Lippincott is an exceptional employer that fosters a collaborative and innovative work culture, where consultants are empowered to tackle complex brand challenges alongside a passionate team. Located in London, employees benefit from a vibrant city atmosphere, ample opportunities for professional growth, and mentorship from experienced leaders, all while contributing to the development of world-class brands. With a commitment to inclusion and a focus on personal and collective success, Lippincott offers a rewarding environment for those seeking meaningful and impactful careers.
Contact Details:
Marsh & McLennan Companies Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Marsh & McLennan Companies. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner - London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Marsh & McLennan Companies.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Marsh & McLennan Companies's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Marsh & McLennan Companies
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Marsh & McLennan Companies.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Marsh & McLennan Companies will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Marsh & McLennan Companies employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
