Intra-Fund Financial Adviser (Phone Based)

Mercer is seeking candidates for the following position based in Sydney or Melbourne:

Intra-fund Financial Adviser (phone based)

What can you expect?

• Provide personal scaled financial advice to superannuation fund members, by developing strategies and plans that meet the member’s needs and circumstances.
• Refer clients to the Strategic Advice teams as appropriate.

What is in it for you?

At Mercer, we recognize that our most important asset is our people. We offer benefits and programs that support career development such as professional development support, exam and study assistance and global rotation opportunities, which will support and nurture you with every opportunity to reach your full potential.

We also recognise the value of healthy, happy colleagues and promote a culture of care and wellbeing, offering benefits such as flexible working and much more!

• Hybrid work arrangements
• Discounted insurances
• Incentive Compensation Plan
• Leading training and development program
• Professional environment where your career path really matters and is supported in our global organisation
• Great team environment with energetic and supportive colleagues

We will count on you to:

• The intra-fund advice team is a fast paced, dynamic environment where the interests of members is our number one priority. 
• All team members are highly skilled superannuation professionals.
• Provision of intra-fund advice to members of superannuation funds administered by Mercer.
• Have broad conversations, which identify member’s financial needs.
• Refer members to comprehensive advice teams to have their needs outside their superannuation met.
• Prepare and issue SOA documentation within a 10 day timeframe.
• Ensure all interactions with members are within the MFA compliance framework.

What you need to have: 

• Registered on ASIC Adviser Register.
• Graduate Diploma in Financial Planning or an Accredited Relevant Degree.
• FASEA exam pass.
• 2-3 years’ experience in the financial advice business.
• Previous phone based experience – preferable.
• Outstanding phone manner.
• Strong focus on member experience and meeting member’s best interest.

About us:

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin colour, or any other characteristic protected by applicable law.

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. Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement.

Please apply using the link below, applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.