AddressMercer is seeking candidates for the following position based in the Melbourne office:
Paraplanner – 12-month contract
What can you expect?
- To support the Comprehensive Financial Advice team by participating in various activities including preparation of financial advice documents – SOA and ROA’s, prepare financial modelling as required.
- 12-month fixed term contract
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!
- Flexible 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:
- Assisting the financial advisers in their provision tailored financial advice to a range of individual clients by assisting with the development of high-quality financial strategies and plans.
- Working closely with financial advisers to build and maintain successful client relationships.
- Deal with technical client queries and follow-up outstanding matters
- Contribute to team meetings and projects and act as thought leaders and mentors for the team.
- Developing and maintaining a thorough knowledge of, and compliance with, the licensing and professional standards under which we operate.
- Adhere at all times to the Mercer professional code of conduct.
- Adhere at all times to Mercer’s compliance guidelines to ensure that compliance breaches are kept to a minimum.
What you need to have:
- University qualified.
- Commenced the Advanced Diploma in Financial Planning (ADFP) or equivalent degree.
- Ideally minimum of 3 years in a Financial Advice Assistant or Junior Paraplanning role.
- Understanding of more complex structures such as trusts, defined benefit and SMSF.
- Superannuation, tax, investment, insurance and estate planning knowledge.
- Strong communication, written and numeric skills.
- Extensive working knowledge of Xplan.
- High attention to detail.
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 more than 20,000 employees are based in 43 countries and the firm operates in over 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 85,000 colleagues and annual revenue of over $23 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 https://www.mercer.com/. Follow Mercer on Twitter @Mercer.
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.
