Chartered Financial Planner London


Mercer Private Wealth has an immediate vacancy for a Chartered Financial Planner to take over an established area of existing clients and help lead growth in new business opportunities in London.


What can you expect:


Provide financial planning advice to individuals through comprehensive KYC, undertaking a needs analysis and identifying solutions within the principles of best advice and suitability

Work in conjunction with the support team to produce advice reports to business and regulatory standards and implement solutions agreed with client

Manage workflow in conjunction with the support teams, ensuring that all associated administration is completed in an effective manner to meet the firms record keeping and file quality requirements

Work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business

Ensure that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which befits a certified Person and complying with the FCAs Statements of Principles and the firms documented performance measures/standards and compliance plan

Demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes

Ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS)

To deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service from MPW

The jobholder would also be expected to deal with advice enquiries from within and outside of Mercer, help promote our services to external introducers and work with colleagues from within Mercer and Marsh to find new opportunities

Strong adherence to operational processes and the businesses Training and Competence scheme.


What is in it for you:


The successful applicant will take over part of an established and existing client base from a retiring Financial Planner and have access to new business opportunities

Be a key part of an established London team of experienced Chartered Financial Planners

Be part of a successful, well established and growing Private Wealth Business linked to the wider Mercer and Marsh McLennan group.

After an initial period participate in a reward and bonus structure

The opportunity to develop your career


We will count on you to:


Provide financial planning advice to individuals through comprehensive KYC, undertaking a needs analysis and identifying solutions within the principles of best advice and suitability

Manage workflow in conjunction with the support teams, ensuring that all associated administration is completed in an effective manner to meet the firms record keeping and file quality requirements

Be technically competent to help clients and the wider team meet client goals

Have a strong adherence to operational processes and the businesses Training and Competence scheme

Deal with advice enquiries from within and outside of Mercer, help promote our services to external introducers and work with colleagues from within Mercer and Marsh to find new opportunities


What you need to have:


Qualified to Chartered Status with CII

Attained and current Statement of Professional Standing (SPS) from CII

Minimum of three years relevant industry experience

Excellent interpersonal and communication skills

Comprehensive industry and technical knowledge

Able to work in a structured, efficient manner, using support staff where necessary


What makes you stand out:


Knowledge of Intelliflo

Proven record on dealing with HNW clients and evidencing new business growth

Ambitious and dynamic individual with a growth mindset

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercers more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the worlds leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit (link removed) Follow Mercer on Twitter @Mercer.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, religion, sexual orientation, gender identity or any other characteristic protected by applicable law.
We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process.We welcome candidates to contact us at (e-mail removed) to discuss any specific needs.