Senior Financial Adviser
We are seeking an experienced and highly motivated Senior Financial Adviser to join our Perth team. The successful candidate will have a strong background in financial planning, investment management, and client relationship management. This role involves providing expert financial advice to high‐net‐worth individuals and developing tailored financial strategies to help clients achieve their objectives.
Responsibilities
* Develop and implement comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
* Advise clients on investments, retirement planning, tax strategies, estate planning, insurance, and other financial products.
* Build and maintain strong, long‐term relationships with clients through regular communication and review meetings.
* Analyse clients' financial status by collecting and interpreting relevant financial data.
* Stay up to date with market trends, financial products, and regulatory changes to provide informed and compliant advice.
* Collaborate with other professionals such as accountants, lawyers, and tax specialists to deliver holistic financial solutions.
* Ensure compliance with all regulatory requirements and Mercer Financial Advice policies.
* Achieve business development targets by identifying and pursuing new client opportunities.
Qualifications
* Bachelor's or Master's degree in Financial Advice, Finance, Economics, Business, or a related field. Advanced certifications such as CFP, CFA, or equivalent are highly preferred.
* Minimum 5–7 years of experience in financial advisory or wealth management.
* Strong knowledge of investment products, financial markets, tax laws, and retirement planning.
* Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly and effectively.
* Proven track record managing client relationships, including high‐net‐worth portfolios, and driving business growth.
* Strong analytical and problem‐solving abilities.
* Ability to work independently and collaboratively within a team environment.
* Proficiency with financial planning software (Xplan) and CRM systems.
* Compliance with criminal and bankruptcy checks prior to commencing employment.
Benefits
* Professional development opportunities and supportive leadership.
* Vibrant and inclusive culture with opportunities to create new solutions and impact clients, colleagues, and communities.
* Career mobility and comprehensive benefits and rewards to enhance well‐being.
Marsh is committed to creating a diverse, inclusive and flexible work environment. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. 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 commencing employment.
Marsh 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.
#J-18808-Ljbffr