Team Leader - Intra Fund Financial Advice

Marsh

Melbourne, Australia
Hybrid
Senior financial advisor experience
Team management and coaching skills
Compliance with advice standards
This role involves managing a team of financial advisers to deliver simple and comprehensive financial advice to diverse client bases

Job Summary

  • This role involves managing a team of financial advisers to deliver simple and comprehensive financial advice to diverse client bases.
  • The successful candidate will ensure strict adherence to advice standards while driving business growth through stakeholder engagement.
  • Mercer offers professional development opportunities within a vibrant, inclusive culture that supports work-life balance.

Matching Summary

This role involves managing a team of financial advisers to deliver simple and comprehensive financial advice to diverse client bases.

Skills & Requirements

Must-have

  • Senior Financial Advisor experience
  • Team management and coaching skills
  • Compliance with Advice Standards
  • Statement of Advice turnaround management
  • Hybrid work availability three days weekly

Nice-to-have

  • Strategic business growth capabilities
  • Trustee relationship management
  • Collaborative team culture promotion
  • High performer career progression planning

Key Requirements

  • Experience as Senior Financial Advisor
  • Strong leadership and mentoring capability
  • Approval to work in Australia required

Work Rights

Must have appropriate approval to work in Australia

Tailored Resume

Cover Letter