Talent.com
Financial Adviser

Financial Adviser

MercerWellington, Wellington, New Zealand
2 days ago
Job description

Overview

Mercer is seeking candidates for the position of a Financial Adviser for a 12 month Fixed Term Contract. This role will be based in either Wellington or Auckland. This is a hybrid role that has a requirement of working at least three days a week in the office.

Responsibilities

  • Maintain and develop relationships with customers 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.

What you need to have

  • 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 us

    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. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

    Marsh McLennan 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. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

    R_

    #J-18808-Ljbffr

    Create a job alert for this search

    Financial • Wellington, Wellington, New Zealand

    Related jobs
    • Promoted
    • New!
    Principal Adviser - Strategic Financial Management

    Principal Adviser - Strategic Financial Management

    Ministry of Transport (New Zealand) - Te Manatū WakaWellington, Wellington, New Zealand
    Principal Adviser - Strategic Financial Management.Principal Adviser - Strategic Financial Management.Ministry of Transport (New Zealand) - Te Manatū Waka. Principal Adviser – Strategic Financial Ma...Show moreLast updated: 6 hours ago
    • Promoted
    Strategic Advisor CoFR

    Strategic Advisor CoFR

    Reserve Bank of New ZealandWellington, Wellington, New Zealand
    Strategic Advisor CoFR page is loaded## Strategic Advisor CoFRlocations : Wellington : Aucklandtime type : Full timeposted on : Posted Todayjob requisition id : JR • •Te tūranga – The role • •Wor...Show moreLast updated: 9 days ago
    • Promoted
    Accountant

    Accountant

    Nature Pac LimitedLower Hutt, Wellington, New Zealand
    Nature Pac is a New Zealand-owned supplier of plant-based, eco-friendly food-service packaging.Our products are designed to be recyclable, compostable and biodegradable, helping businesses across A...Show moreLast updated: 13 days ago
    • Promoted
    Cook

    Cook

    Dhiya LimitedLower Hutt, Wellington, New Zealand
    We are looking for Cook for a busy Restaurant in Wellington Region.Great opportunity to work with a friendly team in a busy workplace. Preparing awesome ethnic meals for our customers.Responsible to...Show moreLast updated: 30+ days ago
    • Promoted
    Strategic Advisor

    Strategic Advisor

    New Zealalnd GovernmentWellington, Wellington, New Zealand
    Create an account and apply for jobs of interest.Create a profile and receive email alerts for jobs that match your profile. Have you got what it takes to make a difference for Aotearoa New Zealand?...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Senior Policy Advisers - Rail & Investment

    Senior Policy Advisers - Rail & Investment

    Ministry of Transport (New Zealand) - Te Manatū WakaWellington, Wellington, New Zealand
    Rail and Investment | Investment & Monitoring.Permanent, Full Time (38 hours per week).Small agile and performance-focused government agency. Challenging, interesting and professionally captivating ...Show moreLast updated: 6 hours ago
    • Promoted
    Strategic Advisor

    Strategic Advisor

    New Zealand GovernmentWellington, Wellington, New Zealand
    Mō tēnei tūranga mahi | About this roleAt The Treasury | Te Tai Ōhanga, we're creating a better future for Aotearoa New Zealand. As the Government's economic and financial advisor, we work hard to r...Show moreLast updated: 4 days ago
    • Promoted
    Finance Solicitor / Senior Solicitor

    Finance Solicitor / Senior Solicitor

    Chapman TrippWellington, New Zealand
    Finance Senior Solicitor / Senior Associate.Finance Senior Solicitor / Senior Associate.Continue with Google Continue with Google. Finance Senior Solicitor / Senior Associate.Be among the first 25 a...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Principal Adviser - Strategic Financial Management

    Principal Adviser - Strategic Financial Management

    New Zealand GovernmentWellington, Wellington, New Zealand
    Mō tēnei tūranga mahi | About this role • •Position Title : • •Principal Adviser – Strategic Financial Management • •Team and Group : • •Finance, Corporate Service • •Position Type : • •Permanent full-time (38 ho...Show moreLast updated: 6 hours ago
    • Promoted
    Financial Advisor

    Financial Advisor

    InitialmoneyNew Zealand
    Pursuing higher education and professional development is a significant investment in one's future.However, the cost of education can be a financial challenge for many students and professionals.Ed...Show moreLast updated: 30+ days ago
    • Promoted
    Pasifika Engagement Adviser

    Pasifika Engagement Adviser

    New Zealand GovernmentWellington, Wellington, New Zealand
    Mō tēnei tūranga mahi | About this role • •Mō Te Herenga Waka - About Our University • •is renowned for its high-quality research and exceptional teaching. We attract people from around the world.Our un...Show moreLast updated: 11 days ago
    • Promoted
    New Zealand Private Client Director

    New Zealand Private Client Director

    Fisher Investments UKWorkFromHome, New Zealand
    Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiri...Show moreLast updated: 30+ days ago
    • Promoted
    Strategic Financial Advisor

    Strategic Financial Advisor

    Tribe RecruitmentWellington, Wellington, New Zealand
    This role provides strategic financial advice, supports investment and budget planning, and contributes to business case development and capital asset management. You will work across the organisati...Show moreLast updated: 17 days ago
    • Promoted
    Strategic Advisor

    Strategic Advisor

    The Treasury - New ZealandWellington, Wellington, New Zealand
    Strategic Advisor – The Treasury – New Zealand.Have you got what it takes to make a difference for Aotearoa New Zealand?. We are seeking a high-performing Strategic Advisor to deliver results on com...Show moreLast updated: 3 days ago
    • Promoted
    Senior Investment Planning Advisor

    Senior Investment Planning Advisor

    Robert Walters New ZealandWellington, Wellington, New Zealand
    This permanent role is pivotal in shaping the future of essential infrastructure by developing and monitoring investment plans that drive strategic outcomes and ensure value for money.You will be p...Show moreLast updated: 30+ days ago
    • Promoted
    Principal Advisor - Supplier Relationship Management

    Principal Advisor - Supplier Relationship Management

    New Zealand GovernmentWellington, Wellington, New Zealand
    Mō tēnei tūranga mahi | About this role • Bring your strategic thinking ability to this newly created role • Permanent opportunity based in Wellington, but open to other locations • •Te Whiwhinga mahi ...Show moreLast updated: 16 days ago
    • Promoted
    Business Advisory Manager

    Business Advisory Manager

    Tyler WrenNew Zealand
    This established firm has an exceptional reputation in the market and is looking for a BAS Manager to join their friendly team. This role is tailored to your skills and involves overseeing team oper...Show moreLast updated: 30+ days ago
    • Promoted
    Solicitor / Senior Solicitor – Commercial Property

    Solicitor / Senior Solicitor – Commercial Property

    Management ServicesNew Zealand
    Our client has a fantastic opportunity to join there Christchurch Commercial / Property team.This is a perfect next step for someone with a few years’ experience in commercial and property areas of l...Show moreLast updated: 30+ days ago