Job Description
We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role can be based in Sydney or Melbourne. This is a hybrid role that has a requirement of working at least three days a week in the office.
Advice Member Experience Consultant
- Working in a fast paced dynamic team environment providing general advice to super fund members.
- Refers members to advice teams as appropriate.
We will count on you to:
- Triage of intra-fund opportunities to members of superannuation funds administered by Mercer within 2 days of receiving referral;
- Have broad conversations, which identify member’s financial needs.
- Meet members advice needs for their superannuation through
- the provision of General Advice or
- book them for a meeting with an Intra Fund Adviser or
- refer members to comprehensive advice teams where they have their needs outside their superannuation met