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About the Role

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.

Responsibilities

• 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, helping to achieve growth via generating new business.
• Demonstrate competence in all stages of the advisory process, operating in a manner which benefits a certified Person and complying with 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 addressing them in conjunction with your Supervisor, evidenced by an up to date Statement of Professional Standing (SPS).
• Deliver ongoing services in a timely manner to a number of existing clients who pay regular fees to receive a designated level of service.

Requirements

• 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.

Skills

• Chartered Status with CII
• Pension Transfer Specialist qualified
• Knowledge of Intelliflo

Location

• London

Work Type

• Hybrid

Experience Level

• Relevant industry experience

Education Level

• Chartered Status with CII
• Pension Transfer Specialist qualified

Benefits

• Professional development opportunities
• Interesting work
• Supportive leaders
• Range of career opportunities
• Benefits and rewards to enhance well-being

About the Company

• Marsh is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
• With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.
• 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.
• 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.

Equal Opportunity

• 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.