Senior Financial Adviser

Job description

Company: Mercer Description: We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This role is based in Perth. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Financial Adviser We are seeking an experienced and highly motivated Senior Financial Adviser to join our Perth team. The successful candidate will have a strong background in financial planning, investment management, and client relationship management. This role involves providing expert financial advice to high-net-worth individuals and developing tailored financial strategies to help clients achieve their objectives. We will count on you to: Develop and implement comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. Advise clients on investments, retirement planning, tax strategies, estate planning, insurance, and other financial products. Build and maintain strong, long-term relationships with clients through regular communication and review meetings. Analyse clients’ financial status by collecting and interpreting relevant financial data. Stay up to date with market trends, financ...