Team Lead - Intra-fund Financial Advice

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

About the role:

Mercer Financial Advice is seeking an experienced and motivated leader to join our team in Melbourne or Sydney. This is a hybrid role, with a requirement to work in the office at least three days per week.

This is an exciting opportunity to lead a high-performing team within a business that plays a vital role in delivering quality advice and better outcomes for Mercer Super members. In this role, you will have the opportunity to showcase your management skills, influence service delivery, strengthen key stakeholder relationships, and contribute to Mercer’s broader 2030 strategy while continuing to grow and develop within a global organisation.

You will lead the Intrafund Advice team with a strong focus on advice quality, member outcomes, service delivery and continuous improvement, while helping to strengthen our ongoing trustee relationship.

About the team:

Mercer Financial Advice provides intrafund advice via phone, along with triage and guidance support for Mercer Super members.

This is a dynamic, fast-paced environment with a strong focus on supporting both members and colleagues.

What you will do:

• Lead a team of financial advisers and triage staff to deliver client, service and performance outcomes

• Set clear goals and KPI measures, including call volumes, advice engagements, SOA turnaround times 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 workflow management

• Maintain high advice quality through call listening, peer review, oversight and compliance with advice standards

• Build effective relationships with trustees, stakeholders and client managers to support service delivery and business growth

• Proactively identify opportunities to improve member experience, advice processes and team efficiency

• Provide monthly reporting and data insights, including the use of Qlik and related tools

What you need to bring:

• Demonstrated leadership experience in a financial advice environment

• Experience delivering advice, with intrafund experience preferred

• Strong coaching and mentoring capability

• Excellent verbal and written communication skills

• Strong organisational and time management skills

• Technical proficiency in financial advice and a sound understanding of advice operations

• Experience managing client, trustee, stakeholder or referral relationships

• A strong focus on service quality, continuous improvement and risk awareness

What will help you stand out:

• Experience leading teams delivering intra-fund or superannuation advice

• Experience improving advice quality, service standards or team performance

• Exposure to advice platforms and CRM tools such as Midwinter and Salesforce

• Tertiary qualifications in business, commerce, economics, financial planning, communications or marketing

• Completion of the education and registration requirements to maintain an AR and ASIC registration, including FASEA where applicable

Why join Mercer:

• 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 make an impact for colleagues, clients and communities

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to support your wellbeing

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.