Financial Adviser

Mercer is seeking candidates for the position of a Financial Adviser for a 12 month Fixed Term Contract.

We are currently seeking a talented individual to join our Mercer Financial Advice and Education Team. This is a hybrid role that has a requirement of working at least three days a week in the office.

In this role, you will provide personalised financial advice and education in regard to Mercer products and those of some of our clients. Your expertise will contribute to positive customer outcomes while ensuring compliance with regulatory requirements.

We will count on you to:

• 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.