Financial Planning Consultant

1 week ago

Dublin, Dublin City, Ireland Aon Full time
Overview

Join to apply for the Financial Planning Consultant role at Aon. This hybrid role provides flexibility to work both virtually and from the Dublin office.

What You'll Do

You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning.

Key Responsibilities
  • Meeting clients / Generating Leads / Project work
  • Providing financial advice to a new and existing client base
  • Managing and continuously building relationships with the Aon client portfolio
  • Developing new business opportunities through internal and external channels
  • Achieving agreed sales targets and team-based goals
  • Adhering to standards/codes/rules set by regulators & Aon
  • Managing local projects that contribute to the overall team proposition
Skills and Experience
  • Previous consultative financial planning experience using Voyant as the basis of client engagements
  • Acquired or working towards Certified Financial Planner (CFP) qualification
  • Strong interpersonal skills with the ability to build and maintain solid client relationships
  • Strong history of delivering on agreed sales targets
  • Understanding of relevant regulatory requirements
  • Background in generating leads from a Corporate client base
  • Ability to build strong internal relationships, trust and credibility
  • Excellent presentation and communication skills
  • Team player with a focus on working as one team
  • Possess a full driver's license
What We Offer

We offer a competitive salary and a comprehensive benefits package including a discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits.

How We Support Our Colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment supports your wellbeing and work/life balance. We offer two "Global Wellbeing Days" each year and a variety of working style solutions. Our learning culture helps you learn, share and grow so you are more connected, relevant and valued at Aon.

Equal Opportunity

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, or other legally protected status. We welcome applications from all and provide reasonable adjustments to participate in the job application process and perform essential job functions. For information on reasonable accommodations, contact


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