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- Tasks: Help clients achieve financial goals with tailored advice and solutions.
- Company: Join Mercer Private Wealth, a global leader in financial services.
- Benefits: Enjoy professional development, flexible work, and a vibrant culture.
- Other info: Diverse and inclusive workplace with excellent career opportunities.
- Why this job: Make a real impact on clients' lives while growing your career.
- Qualifications: Chartered status and strong communication skills are essential.
The predicted salary is between 50000 - 70000 ÂŁ 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 - Liverpool employer: Mercer
Contact Detail:
Mercer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your past successes in financial planning. This will give potential employers a clear picture of what you can bring to the table.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. The more prepared you are, the better you'll perform when it counts.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. It shows initiative and enthusiasm, which we value highly at Mercer.
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 qualifications like the Statement of Professional Standing. We want to see how you can bring value to our team!
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 your skills align with our values at Mercer. We love seeing genuine enthusiasm for the role.
Showcase Your Interpersonal Skills: Since this role involves working closely with clients, make sure to highlight your excellent communication and interpersonal skills in your application. We’re looking for someone who can build strong relationships and deliver great customer outcomes.
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, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Mercer
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the FCA’s Statements of Principles and compliance standards. Being able to discuss these confidently will show that you’re serious about the role and understand the industry.
✨Showcase Your Interpersonal Skills
Since this role involves working closely with clients, practice how you communicate your ideas clearly and effectively. Think of examples from your past experiences where you’ve successfully built relationships or resolved client issues.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or regulatory challenges. Prepare by thinking through potential scenarios and how you would apply your expertise to provide solutions that align with Treating Customers Fairly principles.
✨Demonstrate Your Commitment to Professional Development
Be ready to discuss how you keep your skills sharp and stay updated with industry changes. Mention any recent training or certifications, like your Statement of Professional Standing, and express your eagerness to continue learning in this role.