Intra‑fund Financial Adviser

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

We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. 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.

Intra‑fund Financial Adviser (phone-based)

We are seeking a talented individual to join our Mercer Financial Advice team at Mercer. This is a primarily phone‑based role, you will work alongside experienced superannuation professionals and deliver high‑quality, limited‑scope intra‑fund advice that helps members make clearer, practical decisions about their superannuation and refer members to Strategic Advice teams when broader support is required.

We will count on you to:

• Provide timely, compliant scaled (intra‑fund) personal advice to Mercer Super fund members, primarily by phone.
• Lead broad, member‑centric conversations to identify financial needs and appropriate next steps.
• Prepare and issue Statements of Advice (SOAs) within a 10‑day timeframe and maintain accurate member records.
• Ensure all interactions comply with the Mercer Financial Advice (MFA) compliance framework and relevant regulatory requirements.
• Refer members to Strategic Advice teams for comprehensive advice that sits outside intra‑fund scope.

What you need to have:

• Current registration on the ASIC Adviser Register (essential).
• Graduate Diploma in Financial Planning or an accredited relevant degree (essential).
• Financial Adviser exam pass (essential).
• 2–3 years’ experience in the financial advice industry (essential).
• Outstanding phone manner and strong focus on delivering an excellent member experience (essential).
• Prior phone‑based advice experience (preferred).
• Strong time‑management and ability to work effectively in a high‑volume, dynamic team environment.

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:

Marsh (NYSE: MRSH) is 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, visit marsh.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.