Mercer is seeking candidates for the following position based in Melbourne or Sydney:

Team Leader – Intra fund Financial Advice

What can you expect?

Mercer Financial Advice provides simple advice through the phones and in the workplace, and strategic advice to those who have more comprehensive and ongoing financial needs. We service 7,000 private clients and Mercer’s corporate, industry and public sector client base, as well as the members of Mercer Super.Team Leaders are responsible for managing a team of financial advisers and support staff, ensuring that the team achieves its stated client, revenue and related objectives. Team Leaders play a vital role in the strategic development of the team, in growing the team through the coaching and mentoring of advisers in the acquisition of new clients and referral sources, promoting professionalism and the highest ethical standards in financial advice through their own actions and through the management of the team.

What is in it for you?

At Mercer, we recognize that our most important asset is our people. We offer benefits and programs that support career development such as professional development support, exam and study assistance and global rotation opportunities which will support and nurture you with every opportunity to reach your full potential.

We also recognise the value of healthy, happy colleagues and promote a culture of care and wellbeing, offering benefits such as flexible working and much more!

Flexible work arrangementsDiscounted insurancesIncentive Compensation PlanLeading training and development programProfessional environment where your career path really matters and is supported in our global organisationGreat team environment with energetic and supportive colleagues

We will count on you to:

Ensuring that each team member has clear goals and KPIs in place, including client and sales plansManaging the day-to-day operations of the team and allocating resources effectively and fairlyEnsuring professional development plans are in place and in particular, for high performers to facilitate career progression at MercerConsistently achieving Statement of Advice (SOA) turnaround time service standards, whilst ensuring SOAs are of the highest qualityPromoting and maintaining a positive culture throughout the team by encouraging a collaborative approach and by fostering effective teamworkCoaching and mentoring team members to maximise performance, leverage skills and strengths and ensure appropriate resource management.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.Strategic focus is important to win business, develop corporate clients and deliver innovative solutions that meet the needs of corporate and private clients.Achieving 100% adherence to Advice Standards and processesEnsuring SLAs are achieved via the team with trusteesTrustee relationship managementTightly managing the requirements of our authorised representatives and representatives with zero tolerance for compliance breachesMinimum E&O outcomesPractice management of advisers through peer review, oversight of advice and attention to the manner in which they are managing clients and client outcomes.Proactively maintaining and enhancing the profile of Mercer Financial Advice internally within Mercer and externally within the industry to generate new business for the team and practice

What you need to have: 

Demonstrates excellent organisational and time management skillsDemonstrates excellent verbal and written communicationsExperienced Senior Financial Advisor looking to expand personal skills and leadership opportunitiesStrong management and leadership skillsCoaching and mentoring capabilityMulti-taskingTechnically proficient in financial advice

About us:

Mercer 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 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/. Follow Mercer on Twitter @Mercer.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin colour, or any other characteristic protected by applicable law.

Marsh McLennan 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 McLennan 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. Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement.

Please apply using the link below, applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.