Financial Planner

**Chartered Financial Planner - South Region (linked to Bournemouth office mainly)/ remote working**

**Mercer Private Wealth has an immediate vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities. The clients are based in the South, mainly in and around the Bournemouth area**

**What can you expect?**
- You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients
- You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business
- A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA’s Statements of Principles and the firm’s documented performance measures/standards and compliance plan
- An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes
- A framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS)
- Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service from Mercer Private Wealth

**What is in it for you?**
- The successful applicant will take over an established and existing client base and have access to new business opportunities
- Be a key part of an established South team of experienced Chartered Financial Planners
- Be part of a successful, well established and growing Private Wealth Business linked to the wider Mercer and MMC group.
- After an initial period participate in a reward and bonus structure
- The opportunity to develop your career

**We will count on you to**:

- Provide financial planning advice to individuals through comprehensive KYC, undertaking a needs analysis and identifying solutions within the principles of best advice and suitability
- Manage workflow in conjunction with the support teams, ensuring that all associated administration is completed in an effective manner to meet the firm’s record keeping and file quality requirements
- Be technically competent to help clients and the wider team meet client goals
- Have a strong adherence to operational processes and the businesses Training and Competence scheme
- Deal with advice enquiries from within and outside of Mercer, help promote our services to external introducers and work with colleagues from within Mercer and Marsh to find new opportunities

**What you need to have**:

- Qualified to Chartered Status with CII (or working towards)
- Attained and current Statement of Professional Standing (SPS) from CII
- Minimum of three years relevant industry experience
- Excellent interpersonal and communication skills
- Comprehensive industry and technical knowledge
- Able to work in a structured, efficient manner, using support staff where necessary

**What makes you stand out**:

- Pension Transfer Specialist qualified
- Knowledge of Intelliflo

LI-Hybrid

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, religion, sexual orientation, gender identity or any other characteristic protected by applicable law.