Marsh McLennan

Senior Financial Planning Consultant

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: Dublin • Ireland

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Job Level

Senior

About the role

  • Advise individuals on all aspects of managing their 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
  • Generating new business opportunities including sourcing new individual clients from external channels
  • Deliver presentations to employees on retirement planning and financial education
  • Meeting sales and revenue targets
  • Maintaining a detailed sales pipeline
  • Keeping accurate records of meetings and advice process, providing compliant advice based on Mercer procedures
  • Self-managing day-to-day workload
  • Working with colleagues to optimise Mercer’s service and brand
  • Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice

Requirements

  • 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 own new business
  • Excellent communication skills amongst your team, peers and prospects plus the ability to maintain strong relationships across the business
  • Deliver excellent client service and satisfaction with the ability to positively influence the team
  • Excellent presentation skills
  • Maintain best practice standards and be a key driver in the creations of a positive working environment for colleagues within the team
  • Deep understanding of products available to individuals and advice process
  • Clean driving license
  • Minimum requirement is Qualified Financial Adviser (QFA)
Benefits
  • Professional development opportunities
  • Interesting work
  • Supportive leaders
  • Vibrant and inclusive culture
  • Collaboration with talented colleagues
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningpensionsinvestmentssales pipeline managementcomplianceclient servicebusiness developmentpresentation skillsadvice processsales targets
Soft Skills
relationship buildingcommunicationteam collaborationinfluencingself-managementclient satisfactionpositive working environmentdriveadaptabilityproblem-solving
Certifications
Qualified Financial Adviser (QFA)