Financial Planning Sales Consultant

4 weeks ago

Dublin, Dublin City, Ireland NFP, an Aon company (Ireland) Full time

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We're hiring for a Financial Planning Sales Consultant to support our growing wealth & financial planning team

It's a time of rapid growth for the European arm of the business, so we are looking for someone to meet, listen and help clients understand and reach their goals. Be a trusted adviser to full financial planning clients and clients who want an initial primary advice service.

We're looking for someone with

Excellent communication and interpersonal skills, and self-motivated
Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully
Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally
Background in financial advice - QFA essential
CFP desirable or commitment to complete CFP imminently

Using These Skills, You'll Be

Be a trusted adviser to our clients
Recommend and provide solutions to meet client's needs while also developing lasting relationships
Undertaking a full review of the client's financial needs and goals
Producing a comprehensive report detailing relevant fact-finding information and recommendation based on clients' goals
Clear and concise file notes and hand over to the Private Client Account management team who will bring policies through pipeline
Work alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clients
Deliver Financial Wellness seminars to employees of our corporate partners
Manage internal and external relationships to drive referral network

Who is NFP?

With Over 600 People In The UK And Ireland And Over 8,000 Employees Worldwide, NFP Is Part Of The Aon Group And Specialise In Helping Businesses In Four Core Areas

Insurance (helping them manage key risks)
Health and safety (supporting them to create a safer workplace for their employees)
Employee benefits (helping them reward their people more effectively)
HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What You'll Love About Working Here

working in a dynamic, fast-paced organisation in an exciting industry
the opportunity to do globally impactful work from day one
learning from industry and business line specialists with decades of experience
a huge variety of projects to work on and challenges to solve
our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
a rich suite of employee benefits and out-of-work perk

The Great Benefits We Offer

Finances

It's important to know you're paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.

Matched employer pension contributions
Life Assurance and Group Income Protection
Lifestyle discounts for well-known brands

Work-life balance

We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That's why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office.

Opportunity for hybrid working
Generous annual leave allowance

Health and wellbeing

We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing.

Comprehensive Private healthcare
Healthcare cash plan
Additional days off throughout the year to focus on your wellbeing

Charity and community work

At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you'll be able to join us in making a real difference.

Numerous charity fundraising challenges and events throughout the year
Opportunities to volunteer and give back to the community
Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work

Social

It's not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally.

Two large employee events every year for summer and Christmas
Enjoy out-of-work events and socials to get to know your team better
Good office locations with plenty of opportunity to socialise outside of work

Inclusion and belonging

We're proud holders of Insurance Business Magazine's 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement.

A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board
Inclusive policies and procedures to ensure all of our people are treated fairly
Access to Business Resource Groups that can support with multiple of key challenges

NFP and You... Better Together

NFP is an inclusive Equal Employment Opportunity employer.Seniority level

Seniority levelNot Applicable

Employment type

Employment typeFull-time

Job function

Job functionFinance
IndustriesInsurance

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