Join to apply for the Financial Planning Consultant role at Mercer.
We are seeking a talented individual to join our Private Wealth Team at Mercer Ireland with a role based in either Cork or Dublin. The team provides holistic financial planning to individuals and corporate clients for fee and/or commission, covering pension planning, life assurance, and investment arrangements.
The Financial Planning Consultant will offer detailed advice to clients, identify appropriate solutions for their portfolios, and enjoy opportunities for progression and expansion.
What you will do:
* Advise individuals on all aspects of managing wealth and related financial planning needs.
* Develop relationships with existing corporate clients and provide expert financial planning advice to employees.
* Develop relationships with existing individual clients and provide ongoing advice.
* Generate new business opportunities, including sourcing new individual clients from external channels.
* Deliver presentations to employees on retirement planning and financial education.
* Meet sales and revenue targets.
* Maintain a detailed sales pipeline.
* Keep accurate records of meetings and advice process, providing compliant advice based on Mercer procedures.
* Self‑manage day‑to‑day workload.
* Work with colleagues to optimise Mercer’s service and brand.
* Maintain relevant qualifications through CPD and adhere to regulatory requirements in the provision of financial advice.
What we’re looking for:
* Proven experience in providing financial planning advice to individuals or relevant pension experience.
* Deep understanding of pensions and investments, including relevant technical qualifications or knowledge.
* Drive to meet sales goals and to generate new business.
* Excellent communication skills with team, peers and prospects, and ability to maintain strong relationships across the business.
* Commitment to delivering excellent client service and satisfaction, positively influencing the team.
* Strong presentation skills.
* Maintain best‑practice standards and help create a positive working environment for colleagues within the team.
* Deep understanding of products available to individuals and the advice process.
* Clean driving license.
* Minimum requirement is Qualified Financial Adviser (QFA).
What makes you stand out:
* Other related qualifications desirable, e.g., RPA, SIA, CFP.
Why join us:
* Professional development opportunities, interesting work and supportive leaders.
* Vibrant and inclusive culture where you can collaborate to create innovative solutions.
* Wide range of career opportunities.
Mercer is an equal‑opportunity employer and welcomes candidates from all backgrounds.
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