Mercer is seeking a talented Intra‐fund Financial Adviser (phone-based) to join the Mercer Financial Advice team in Melbourne or Sydney. This is a primarily phone‐based role with a hybrid work arrangement requiring at least three days in the office each week.
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You will provide intra‐fund advice, lead member conversations, and prepare Statements of Advice within 10 days while ensuring compliance with MFA and regulatory requirements. Experience in phone-based advice is preferred.