Marsh McLennan

Intra-fund Financial Adviser – Phone Based

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: Sydney • Australia

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About the role

  • Provide timely, compliant scaled (intra‑fund) personal advice to Mercer Super fund members, primarily by phone
  • Lead broad, member‑centric conversations to identify financial needs and appropriate next steps
  • Prepare and issue Statements of Advice (SOAs) within a 10‑day timeframe and maintain accurate member records
  • Ensure all interactions comply with the Mercer Financial Advice (MFA) compliance framework and relevant regulatory requirements
  • Refer members to Strategic Advice teams for comprehensive advice that sits outside intra‑fund scope

Requirements

  • Current registration on the ASIC Adviser Register (essential)
  • Graduate Diploma in Financial Planning or an accredited relevant degree (essential)
  • Financial Adviser exam pass (essential)
  • 2–3 years’ experience in the financial advice industry (essential)
  • Outstanding phone manner and strong focus on delivering an excellent member experience (essential)
  • Prior phone‑based advice experience (preferred)
  • Strong time‑management and ability to work effectively in a high‑volume, dynamic team environment
Benefits
  • Professional development opportunities
  • Interesting work and supportive leaders
  • Vibrant and inclusive culture
  • Range of career opportunities
  • Benefits and rewards to enhance well-being
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial advicepreparation of Statements of Advice (SOAs)compliance with regulatory requirementsmember record maintenance
Soft Skills
outstanding phone mannermember experience focustime managementability to work in a high-volume environmentteam collaboration
Certifications
ASIC Adviser RegisterGraduate Diploma in Financial PlanningFinancial Adviser exam