Team Leader - Intra Fund Financial Advice

Marsh & McLennan Companies Inc

Melbourne, Australia
Hybrid
Senior financial advisor experience
Team management and leadership skills
Coaching and mentoring capability
This role involves managing a team of financial advisers to deliver simple and comprehensive advice to Super Fund members and corporate clients

Job Summary

  • This role involves managing a team of financial advisers to deliver simple and comprehensive advice to Super Fund members and corporate clients.
  • The successful candidate will ensure 100% adherence to advice standards while maintaining high-quality Statement of Advice turnaround times.
  • Mercer offers professional development opportunities and fosters an inclusive culture where colleagues can create new solutions with impact.

Matching Summary

This role involves managing a team of financial advisers to deliver simple and comprehensive advice to Super Fund members and corporate clients.

Skills & Requirements

Must-have

  • Senior Financial Advisor experience
  • Team management and leadership skills
  • Coaching and mentoring capability
  • Knowledge of financial advice standards
  • Hybrid work availability three days weekly

Nice-to-have

  • Strategic business development skills
  • Trustee relationship management
  • Positive team culture fostering
  • High ethical standards promotion

Key Requirements

  • Experience as a Senior Financial Advisor
  • Strong management and leadership capabilities
  • Appropriate approval to work in Australia

Work Rights

Must have appropriate approval to work in Australia

Tailored Resume

Cover Letter