We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role is based in Perth. This is a hybrid role that has a requirement of working at least three days a week in the office.
Senior Financial Adviser
We are seeking an experienced and highly motivated Senior Financial Adviser to join our Perth team. The successful candidate will have a strong background in financial planning, investment management, and client relationship management. This role involves providing expert financial advice to high-net-worth individuals and developing tailored financial strategies to help clients achieve their objectives.
We will count on you to:
Develop and implement comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances.
Advise clients on investments, retirement planning, tax strategies, estate planning, insurance, and other financial products.
Build and maintain strong, long‑term relationships with clients through regular communication and review meetings.
Analyse clients’ financial status by collecting and interpreting relevant financial data.
Stay up to date with market trends, financial products, and regulatory changes to provide informed and compliant advice.
Collaborate with other professionals such as accountants, lawyers, and tax specialists to deliver holistic financial solutions.
Ensure compliance with all regulatory requirements and Mercer Financial Advice policies.
Achieve business development targets by identifying and pursuing new client opportunities.
What you need to have:
Bachelor’s or Master’s degree in Financial Advice, Finance, Economics, Business, or a related field. Advanced certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent are highly preferred.
Minimum 5‑7 years’ experience in financial advisory or wealth management.
Strong knowledge of investment products, financial markets, tax laws, and retirement planning.
Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly and effectively.
Proven track record managing client relationships, including high‑net‑worth portfolios, and driving business growth.
Strong analytical and problem‑solving abilities.
Ability to work independently and collaboratively within a team environment.
Proficiency with financial planning software (Xplan) and CRM systems.
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.
