Home based Financial Advisor in London

Home based Financial Advisor in London

London Full-Time 49500 - 60500 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide financial advice and solutions to clients while ensuring high standards of care.
  • Company: Join a global leader in risk and investment management with a vibrant culture.
  • Benefits: Enjoy professional development, flexible working, and a supportive team environment.
  • Other info: Embrace diversity and inclusivity in a dynamic, hybrid work environment.
  • Why this job: Make a real impact on clients' financial futures while growing your career.
  • Qualifications: Chartered Financial Planner status preferred; strong communication and advisory skills required.

The predicted salary is between 49500 - 60500 Β£ per year.

com Financial Planner – London 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: You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients You will 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 A framework to work to, ensuring 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 An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes A framework to ensure maintenance of 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)Processes to help you 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: 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 (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.

With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.

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 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.

If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.

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.

Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Home based Financial Advisor in London employer: Marsh & McLennan Companies

At Marsh McLennan, we pride ourselves on being an exceptional employer, offering a vibrant and inclusive work culture that fosters professional development and collaboration. Located in the heart of London, our hybrid work model allows for flexibility while ensuring meaningful engagement with talented colleagues. With a commitment to diversity and a range of career opportunities, we empower our employees to thrive and make a significant impact in the compliance monitoring field.

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Contact Details:

Marsh & McLennan Companies Recruitment Team

We think you need these skills to ace Home based Financial Advisor in London

Financial Planning
Client Relationship Management
Regulatory Compliance
Report Writing
Business Development
Customer Service
Analytical Skills