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Financial Adviser

Financial Adviser

Marsh & McLennan CompaniesWorkFromHome, Auckland, New Zealand
2 days ago
Job description

Financial Adviser – 12 month Fixed Term Contract

Mercer is seeking candidates for the role of Financial Adviser on a 12 month Fixed Term Contract. The position is based in either Wellington or Auckland and is a hybrid role requiring at least three days a week in office.

Responsibilities

  • Maintain and develop customer relationships by providing tailored financial advice in accordance with Mercer’s Financial Advice Policy and addressing general customer inquiries.
  • Ensure all risk and compliance requirements are met in line with Mercer’s compliance standards.
  • Present at financial education seminars for customers, both in‑person and online, to enhance their understanding of financial products.
  • Contribute to a seamless customer experience by identifying and implementing service improvements.

Qualifications

  • Relevant tertiary qualification in finance, accountancy, law, commerce, marketing, or a related discipline, or a Post Graduate Diploma in Business Studies (Endorsed in Personal Financial Planning).
  • Hold the New Zealand Certificate in Financial Services (Level 5) or the National Certificate in Financial Services (Financial Advice, Level 5).
  • Experience providing personalised financial advice to retail customers, particularly regarding KiwiSaver and investments.
  • Strong understanding of risk and compliance requirements.
  • What makes you stand out

  • Proactive and professional customer service focus with the ability to effectively communicate with diverse audiences.
  • Excellent organisational skills with a strong emphasis on record‑keeping and time management.
  • Membership in Financial Advice New Zealand or an equivalent industry body.
  • Ability to meet all annual CPD requirements and Fit and Proper Requirements.
  • Why Join Our Team?

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well‑being.
  • About Mercer

    Mercer, a business of Marsh McLennan (NYSE : MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90 000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment.

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