Financial Planner
Marsh McLennan
Liverpool, United Kingdom
1d ago

Chartered Financial Planner Liverpool / North West region / remote working

Mercer Private Wealth has a vacancy for a Chartered Financial Planner to take over an established area of existing clients and new business opportunities.

The clients are based across the North West primarily in the Liverpool and Manchester regions

What can you expect?

You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients

You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business

A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA’s Statements of Principles and the firm’s documented performance measures / standards and compliance plan

An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes

A framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS)

Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service from Mercer Private Wealth

What is in it for you?

The successful applicant will take over an established and existing client base and have access to new business opportunities.

The role is to replace a retiring adviser with a substantial client base and significant AUM

Be a key part of an established and exceptional team of experienced Chartered Financial Planners across the Midlands, North and Scotland regions

Be part of a successful, well established and growing Private Wealth Business linked to the wider Mercer and Marsh Mclennan group.

After an initial period participate in a reward and bonus structure

The opportunity to develop your career

We will count on you to :

Provide financial planning advice to individuals through comprehensive KYC, undertaking a needs analysis and identifying solutions within the principles of best advice and suitability

Manage workflow in conjunction with the support teams, ensuring that all associated administration is completed in an effective manner to meet the firm’s record keeping and file quality requirements

Be technically competent to help clients and the wider team meet client goals

Have a strong adherence to operational processes and the businesses Training and Competence scheme

Deal with advice enquiries from within and outside of Mercer, help promote our services to external introducers and work with colleagues from within Mercer and Marsh to find new opportunities

What you need to have :

Qualified to Chartered Status with CII or close to achieving this ideally

Attained and current Statement of Professional Standing (SPS) from CII

Minimum of three years 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

What makes you stand out :

Pension Transfer Specialist qualified if possible

Familiarity with a central investment proposition

Knowledge of Intelliflo or suitable data management systems

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 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of (NYSE : MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion.

Through its market-leading businesses including , and , Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment.

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