Mercer is seeking a talented Intra‐fund Financial Adviser (phone-based) to join the Mercer Financial Advice team in Melbourne or Sydney. This is a primarily phone‐based role with a hybrid work arrangement requiring at least three days in the office each week.
You will provide intra‐fund advice, lead member conversations, and prepare Statements of Advice within 10 days while ensuring compliance with MFA and regulatory requirements. Experience in phone-based advice is preferred.
Phone-Based Intra-Fund Financial Adviser (Hybrid) in Melbourne employer: Mercer
Marsh is an exceptional employer that prioritises professional development and fosters a vibrant, inclusive culture in its Melbourne and Sydney offices. With a commitment to hybrid work, employees enjoy the flexibility of remote work while benefiting from collaborative in-office experiences, all within a global leader in risk and investment management. The company offers diverse career opportunities and a supportive environment where talented individuals can thrive and make a meaningful impact.
