At a Glance
- Tasks: Provide expert financial advice and solutions to clients while ensuring compliance with industry standards.
- Company: Join Mercer, a global leader in risk and investment consulting.
- Benefits: Enjoy professional development, flexible working, and a vibrant, inclusive culture.
- Other info: Hybrid work model with opportunities for career growth and collaboration.
- Why this job: Make a real impact on clients' financial futures in a supportive environment.
- Qualifications: Chartered status and relevant industry experience are preferred.
The predicted salary is between 50000 - 70000 € 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 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. 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@mmc.com.
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.
Financial Planner in Liverpool employer: Marsh McLennan
Mercer is an exceptional employer that prioritises professional development and fosters a vibrant, inclusive culture in Liverpool. As a Financial Planner, you will benefit from a supportive team environment, diverse career opportunities, and the flexibility of hybrid work arrangements, all while making a meaningful impact on clients and communities. With a commitment to employee well-being and a focus on treating customers fairly, Mercer provides a rewarding workplace for those looking to excel in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Create a portfolio that highlights your achievements and case studies. This is your chance to demonstrate your skills and how you’ve helped clients in the past. Make sure to bring this along to interviews to really impress the hiring team.
✨Tip Number 3
Prepare for those interviews! Research Mercer and understand their values and culture. Be ready to discuss how your experience aligns with their goals, especially around client care and compliance. Practise common interview questions and think of examples that showcase your problem-solving skills.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team. Don’t forget to follow up after applying; a little persistence can go a long way!
We think you need these skills to ace Financial Planner in Liverpool
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Planner role. Highlight your relevant experience, especially in client care and compliance, to show us you’re the perfect fit for our team.
Show Off Your Skills:Don’t hold back on showcasing your interpersonal and communication skills. We want to see how you can connect with clients and colleagues alike, so give us examples of how you've done this in the past.
Be Professional and Precise:When writing your application, keep it professional but also clear and concise. We appreciate a well-structured application that reflects your ability to work efficiently, just like you would in the role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Marsh McLennan
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the FCA’s Statements of Principles and Treating Customers Fairly. Being able to discuss these topics confidently will show that you're serious about compliance and client care.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully managed client relationships or generated new business. This will help demonstrate your relevant industry experience and how you can bring value to Mercer.
✨Communicate Clearly
Since excellent interpersonal skills are a must for this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your communication style and ensure you come across as approachable and professional.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team dynamics, growth opportunities, or how Mercer supports its Financial Planners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
