Hybrid Intra-Fund Financial Adviser (Phone‑Based)

Mercer; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Mercer is seeking a talent to join our Financial Advice team in Australia. The role is primarily phone-based, focusing on intra-fund advice for Mercer Super fund members. The position is based in Melbourne or Sydney and operates in a hybrid model requiring at least three days in the office each week.

You will deliver high-quality, limited-scope advice and refer more complex cases to Strategic Advice teams. You’ll work with experienced professionals, ensuring compliance and timely documentation

Qualifications

• ASIC Adviser Register is essential.
• Graduate Diploma in Financial Planning or an accredited degree is essential.
• Financial Adviser exam pass is essential.
• 2–3 years of experience in financial advice is essential.
• Excellent phone manner and member experience focus is essential.

Responsibilities

• Provide timely, compliant intra-fund financial advice to Mercer Super fund members, mainly by phone.
• Lead member conversations to identify needs and next steps.
• Prepare and issue Statements of Advice within 10 days and maintain member records.
• Ensure interactions comply with MFA framework and regulatory requirements.
• Refer members to Strategic Advice teams for broader advice.

Skills

Phone-based advisory

Client-focused service

Regulatory compliance

Time management

Stakeholder communication

Education

Graduate Diploma in Financial Planning

Licensed/registered financial adviser

Job description

Mercer is seeking a talent to join our Financial Advice team in Australia. The role is primarily phone-based, focusing on intra-fund advice for Mercer Super fund members. The position is based in Melbourne or Sydney and operates in a hybrid model requiring at least three days in the office each week.

You will deliver high-quality, limited-scope advice and refer more complex cases to Strategic Advice teams. You’ll work with experienced professionals, ensuring compliance and timely documentation