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- Tasks: Provide expert financial advice and manage client relationships to drive growth.
- Company: Join Mercer, a leading private wealth management firm in Liverpool.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for ongoing training and career advancement.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Must have a current Statement of Professional Standing and relevant industry experience.
The predicted salary is between 50000 - 60000 £ per year.
Company: Mercer
Description: Financial Planner - Liverpool
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:
- 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.
Financial Planner - Liverpool | Liverpool, UK employer: Marsh McLennan
Contact Detail:
Marsh McLennan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Liverpool | Liverpool, UK
✨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.
✨Show Off Your Skills
When you land that interview, make sure to highlight your expertise and experience. Prepare examples of how you've successfully managed client relationships or generated new business. We want to see how you can bring value to Mercer Private Wealth!
✨Ask Smart Questions
During interviews, ask insightful questions about the company culture, growth opportunities, and how they support their financial planners. This shows you're genuinely interested and helps you figure out if it's the right fit for you too!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Mercer team and ready to take on the challenge.
We think you need these skills to ace Financial Planner - Liverpool | Liverpool, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience, especially in client management and financial advice. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team at Mercer. Keep it concise but impactful!
Showcase Your Qualifications: Don’t forget to mention your Statement of Professional Standing (SPS) and any other relevant qualifications. We value industry knowledge, so make sure we know what you bring to the table!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining 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. Be ready to discuss how you've applied this in your previous roles and how it aligns with Mercer's commitment to high standards of client care.
✨Showcase Your Interpersonal Skills
Since excellent communication is key for a Financial Planner, think of examples where you've successfully built relationships with clients. Prepare to share stories that highlight your ability to explain complex financial concepts in a way that's easy to understand.
✨Demonstrate Your Commitment to Growth
Mercer is looking for someone who can generate new business while maintaining existing client relationships. Come prepared with ideas on how you would approach this, and be ready to discuss your experience in achieving growth in previous positions.
✨Be Ready to Discuss Continuous Learning
With the emphasis on maintaining competence, be prepared to talk about your ongoing professional development. Share any recent training or certifications you've pursued and how they’ve helped you stay current in the industry.