Financial Planner - London

About the role

Mercer Private Wealth is looking for a Financial Planner (ideally Chartered) in London to take over an established area of existing clients and new business opportunities. You will work alongside a designated support team.

Key responsibilities

• Produce advice reports to business and regulatory standards and implement solutions agreed with clients
• Work to agreed budgets and working practices, helping generate new business
• Demonstrate competence across all stages of the advisory process, comply with the FCA's Statements of Principles and the firm's compliance standards
• Deliver ongoing services to existing fee-paying clients
• Keep your competence up to date with your supervisor and maintain an up-to-date Statement of Professional Standing (SPS)

Required profile

• Current Statement of Professional Standing (SPS) from CIIA
• Good level of relevant industry experience
• Excellent interpersonal and communication skills
• Able to work in a structured, efficient manner, using support staff where necessary

Required skills

• Chartered status with CIIP (a plus)
• Pension Transfer Specialist qualification (a plus)
• Knowledge of Intelliflo (a plus)

What we offer

• Professional development opportunities and interesting work
• A supportive, inclusive culture with a range of career opportunities
• Hybrid working, with at least three days per week in the office