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For Companies At a Glance
- Tasks: Help clients with financial planning and advice while working with a supportive team.
- Company: Mercer is a global leader in investment and retirement solutions, fostering an inclusive culture.
- Benefits: Enjoy professional development, flexible hybrid work, and a vibrant workplace environment.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Must have a current Statement of Professional Standing and relevant industry experience.
- Other info: Join a diverse team committed to treating customers fairly and delivering excellent service.
The predicted salary is between 43200 - 72000 £ per year.
Overview
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. The clients are based in Scotland, mainly the Glasgow and Edinburgh area.
Responsibilities
- 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
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.
About Mercer / Marsh McLennan
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan 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 McLennan 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 McLennan 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.
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Financial Planner – Glasgow / Edinburgh employer: Mercer
Contact Detail:
Mercer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner – Glasgow / Edinburgh
✨Tip Number 1
Network with professionals in the financial planning industry, especially those based in Glasgow and Edinburgh. Attend local finance events or join relevant online forums to connect with potential colleagues and clients, which can help you gain insights into the local market.
✨Tip Number 2
Familiarise yourself with the specific regulations and compliance standards that apply to financial planners in Scotland. This knowledge will not only enhance your credibility but also demonstrate your commitment to adhering to industry standards during interviews.
✨Tip Number 3
Showcase your interpersonal and communication skills by engaging in mock interviews or role-playing scenarios. This practice can help you articulate your thoughts clearly and confidently, which is crucial for a client-facing role like a Financial Planner.
✨Tip Number 4
Research Mercer’s values and culture thoroughly. Understanding their commitment to diversity and inclusion can help you align your responses during interviews, showing that you are a good fit for their team and share their vision.
We think you need these skills to ace Financial Planner – Glasgow / Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly any roles where you've worked with clients in Scotland. Emphasise your Chartered status and any specific qualifications like Pension Transfer Specialist.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and ability to work in a structured manner. Mention how you can contribute to Mercer’s commitment to high standards of client care and compliance with FCA regulations.
Highlight Relevant Experience: In your application, detail your industry experience and technical knowledge. Provide examples of how you've successfully generated new business or maintained client relationships in previous roles.
Showcase Continuous Professional Development: Mention any ongoing training or professional development activities you are engaged in. This demonstrates your commitment to maintaining competence and staying updated with industry standards, which is crucial for this role.
How to prepare for a job interview at Mercer
✨Showcase Your Qualifications
Make sure to highlight your Chartered status and any relevant qualifications, such as being a Pension Transfer Specialist. This will demonstrate your expertise and commitment to the field.
✨Demonstrate Interpersonal Skills
Since excellent communication is key in this role, prepare examples of how you've successfully interacted with clients in the past. Be ready to discuss how you build relationships and ensure client satisfaction.
✨Understand the Company Culture
Research Mercer’s values and culture, especially their commitment to diversity and inclusion. Be prepared to discuss how you align with these values and how you can contribute to a positive work environment.
✨Prepare for Technical Questions
Brush up on your industry knowledge and be ready to answer technical questions related to financial planning. Familiarise yourself with tools like Intelliflo, as this could set you apart from other candidates.