Company: Mercer Description: We are seeking a candidate to join our Mercer Financial Advice team at Mercer in the Team Leader – Intra fund Financial Advice role. This role will be based in Melbourne or Sydney. This is a hybrid role that has a requirement of working at least three days a week in the office. Team Leader Intra- fund Financial Advice Mercer Financial Advice provides simple advice via phone to super fund members, as well as comprehensive advice to people with more complex and ongoing financial needs. The team supports Mercer’s private clients, together with Mercer’s corporate, industry and public sector client base, and members of Mercer Super. In this role, you will lead a team focused on quality advice, client outcomes and service delivery. We will count on you to: Lead a team of financial advisers and support staff to deliver client, service and performance outcomes Set clear goals and KPI measures, including call volumes, advice engagements and scorecard outcomes Coach, mentor and develop team members to build capability, support performance and encourage career progression Oversee day-to-day operations, resource allocation, reporting standards and SOA turnaround times Maintain high advice quality through call listening, peer review, oversight and compliance with advice standards Build effective relationships with trustees, stakeholders and referral sources to support service delivery and business growth What you need to have: Demonstrated leadership experience in a financial advice environment Well-developed coaching and mentoring capability Excellent verbal and written communication skills Well-developed organisational and time management skills, with technical proficiency in financial advice What makes you stand out: Experience leading teams delivering intra-fund or superannuation advice Exposure to trustee, stakeholder or referral relationship management Experience improving advice quality, service standards or team performance Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being About Mercer: Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
