Workday Finance Consultant responsible for architecting Procurement and C2C workflows for finance operations. Designing project billing, resolving invoicing issues, and ensuring compliance with revenue recognition standards.
About the role
- Senior Financial Planning Consultant providing financial advice and managing wealth at Mercer Ireland. Engaging with individual and corporate clients to develop financial planning solutions and achieving sales targets.
Responsibilities
- Advise individuals on all aspects of managing their wealth and related financial planning needs
- Develop relationships with existing corporate clients and provide expert financial planning advice to employees
- Develop relationships with existing individual clients and provide ongoing advice
- Generating new business opportunities including sourcing new individual clients from external channels
- Deliver presentations to employees on retirement planning and financial education
- Meeting sales and revenue targets
- Maintaining a detailed sales pipeline
- Keeping accurate records of meetings and advice process, providing compliant advice based on Mercer procedures
- Self-managing day-to-day workload
- Working with colleagues to optimise Mercer’s service and brand
- Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice
Requirements
- Proven experience in providing financial planning advice to individuals or relevant pension experience
- Deep understanding of pensions and investments including relevant technical qualifications or knowledge
- Drive to meet sales goals and to generate own new business
- Excellent communication skills amongst your team, peers and prospects plus the ability to maintain strong relationships across the business
- Deliver excellent client service and satisfaction with the ability to positively influence the team
- Excellent presentation skills
- Maintain best practice standards and be a key driver in the creations of a positive working environment for colleagues within the team
- Deep understanding of products available to individuals and advice process
- Clean driving license
- Minimum requirement is Qualified Financial Adviser (QFA)
Benefits
- Professional development opportunities
- Interesting work
- Supportive leaders
- Vibrant and inclusive culture
- Collaboration with talented colleagues
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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