Financial Advice Team Leader - Wheelers Hill


Melbourne, Victoria, Australia

Apply Now

Job Posted: 12/07/2018

Job Category:

Banking & Financial Services / Financial Planning & Wealth Mgmt

Job description:
  • Wheelers Hill Office
  • Flexible working arrangements: Potential to be a Part Time opportunity
  • Collaborative and Inclusive environment 
    About the Role:
    Reporting to the Head of Advice, the Team Leader will be responsible for managing a team of strategic and workplace financial advisers and support staff, ensuring that the team achieves its stated client, revenue and related objectives. In addition, the key responsibilities will include:  
    • Developing and overseeing new opportunities to grow the business with increased penetration of our client base, new referrals, and a tighter sales management program across helpline, workplace and strategic financial advice
    • Managing and building an on-going book of clients
    • Managing the day to day operations of the team and allocating resources effectively and fairly
    • Ensuring an appropriate compliance and risk management culture by managing the requirements of our authorised representatives and representatives with zero tolerance for compliance breaches
    • Proactively maintain and enhance the profile of Mercer Financial Advice internally within Mercer and externally within the industry to generate new business for the team and practice