At a Glance
- Tasks: Provide expert financial advice and support to clients while generating new business opportunities.
- Company: Join Mercer Private Wealth, a leader in financial planning with a vibrant culture.
- Benefits: Enjoy professional development, competitive rewards, and a supportive work environment.
- Other info: Embrace diversity and inclusivity in a flexible workplace that values your unique contributions.
- Why this job: Make a real impact on clients' financial futures 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.
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@marsh.com.
Financial Planner - Liverpool employer: Marsh
Mercer Private Wealth is an exceptional employer located in Liverpool, offering a vibrant and inclusive work culture that prioritises professional development and employee well-being. With a commitment to diversity and a supportive leadership team, we provide our Financial Planners with the opportunity to thrive in their careers while making a meaningful impact on clients and communities. Our established client base and focus on high standards ensure that you will be part of a dynamic team dedicated to delivering excellent customer outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about letting people know you’re on the hunt for a Financial Planner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers. Remember, it’s all about showcasing your expertise and how you can add value to the team!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for opportunities at Mercer Private Wealth, where you can find roles that not only match your skills but also offer a supportive and inclusive culture.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Financial Planner - Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience, especially any work with clients and your technical knowledge. We want to see how you can bring value to our team!
Show Off Your Skills:In your cover letter, don’t just list your qualifications; show us how your excellent interpersonal and communication skills have made a difference in your previous roles. We love seeing real-life examples!
Be Professional Yet Personable:While we appreciate professionalism, don’t be afraid to let your personality shine through. We’re looking for someone who fits into our vibrant culture, so a bit of your unique flair can go a long way!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows us you’re keen on joining our team at Mercer Private Wealth!
How to prepare for a job interview at Marsh
✨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 roles 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 their existing clients.
✨Communicate Clearly
Since excellent interpersonal and communication skills are key for this role, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to get comfortable discussing complex financial concepts in simple terms.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, professional development opportunities, and how they support their employees. This shows that you’re genuinely interested in the role and want to ensure it’s a good fit for both you and them.
