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Strategic Financial Adviser

Mercer

Sydney, New South Wales, Australia

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Job Posted: 11/07/2018

Job Category:

Banking & Financial Services / Financial Planning & Wealth Mgmt

Job description:
An exciting opportunity exists to join a global company and world leader in Financial Services where we put the client at the centre of everything we do. This is a real opportunity for you to further develop your career working with very experienced and dynamic advisors, along with access to world class Investment Advice. Enjoy the comfort of working in a small collaborative team while being supported by a large well renowned organization where our reputation precedes us.
 
About the Role:
Through its Financial Services business, which encompasses large corporate superannuation fund and wealth solutions businesses in Australia and New Zealand, Mercer manages the administration of over a million individual superannuation accounts. The Financial Advice team’s role within that business is to help superannuation members and Private Clients create and protect lasting wealth for a secure retirement.
 
Mercer''s Financial Advice team in Sydney is currently seeking an experienced Strategic Financial Adviser with a proven track record in securing and on boarding new clients. You will leverage Mercer’s corporate relations and your own external relationships to provide tailored advice to a range of private clients and superannuation members.
 
You will be supported by a team of Paraplanners and Financial Advice Assistants whilst also having access to our highly regarded global Investment Consulting team and investment research.
 
In this role you will be responsible for:
  • Growing the ongoing private client base by implementing business development and market strategies that attract new clients who want an ongoing service relationship
  • Retention of a portfolio of private clients through meeting service level commitments
  • Generation of additional revenue by identifying new advice opportunities within the existing client portfolio
  • Sourcing and converting opportunities for insurance advice, lending and estate planning business
  • Contributing to team projects to improve business results