Financial Planning Consultant
1 day ago
Financial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you This hybrid role provides flexibility to work both virtually and from our Dublin office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning. Key Responsibilities include: 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. How this opportunity is different We can offer you a fun and engaging environment working with some of the best people in our industry. The Financial Planning team emphasise a high quality, client first approach, enabling clients to make better decisions. Our Financial Planning solution operate on a team-based approach. Each member of the team is valued and are encouraged to provide input into overall proposition. We will reward your efforts with a competitive salary and a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits. Skills and experience that will lead to success Previous consultative financial planning experience using Voyant as the basis of client engagements Acquired or working towards Certified Financial Planner (CFP) qualification Have 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 required Have a background in generating leads from a Corporate client base Demonstrate an ability to build strong internal relationships, trust and credibility Excellent presentation and communication skills Be a Team player with a focus on working as one team Possess a full driver's license. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse 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 for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. 2549535 To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Apply button below to Login/Register.
-
Dublin, Ireland Gravis Planning Limited Full timeSenior Planning Consultant and Planning Consultant Dublin About Us Gravis Planning is one of Ireland’s largest independently owned Town Planning consultancy practices, with offices in Dublin, Belfast, London and Edinburgh. The company provides strategic advice with a commercial focus and has delivered planning approvals for schemes across all...
-
Senior Financial Planner
3 weeks ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier & Choice Manager Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial. We have a client centric approach which involves you guiding the client along the path of their...
-
Senior Financial Planner
2 weeks ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier & Choice Manager Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial. We have a client centric approach which involves you guiding the client along the path of their...
-
Senior Financial Planner
1 day ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Planner Reporting to: Premier & Choice Manager Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly proactive Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial. We have a client centric approach which involves you guiding the client along the path of their...
-
Financial Planning Consultant
1 day ago
Dublin, Ireland 360 Search Full time360 Search are working alongside a highly reputable Brokerage with a strong foothold within the Irish Market as well as wider Global presence. The company are seeking an experienced and driven Senior Financial Planning Consultant to join the team in Dublin. In this role, you will be responsible for providing high-quality, personalized financial advice to...
-
Senior Financial Advisor
2 weeks ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will...
-
Senior Financial Advisor
1 day ago
Dublin, Ireland Prosperous Financial Planning Full timeJob Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will...
-
Financial Planning Consultant
2 days ago
Dublin, Ireland 360 Search Full time360 Search are working alongside a highly reputable Brokerage with a strong foothold within the Irish Market as well as wider Global presence. The company are seeking an experienced and driven Senior Financial Planning Consultant to join the team in Dublin. In this role, you will be responsible for providing high-quality, personalized financial advice to...
-
Urgent Search: Financial Planning Consultant
2 weeks ago
Dublin, Ireland AON Full timeFinancial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides flexibility to work both virtually and from our Dublin...
-
Financial Planning Consultant
2 weeks ago
Dublin, Ireland Aon Hewitt Full timeFinancial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides flexibility to work both virtually and from our Dublin...
-
High Salary: Financial Planning Consultant
2 weeks ago
Dublin, Ireland Lockton Companies Full timeAt Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service...
-
Financial Advisor
2 weeks ago
Dublin, Ireland Sure Financial Limited Full timeAbout Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele. Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Job...
-
Financial Advisor
1 day ago
Dublin, Ireland Sure Financial Limited Full timeAbout Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele. Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Job...
-
Financial Planning Manager
1 week ago
Dublin, Ireland Allied Irish Banks Full timeGoodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We’re proud to offer...
-
Senior Planning Consultant
2 weeks ago
Dublin, Ireland Penguin Recruitment Full timeJob Title: Senior Planning Consultant Location: Dublin or BelfastThe Company:Penguin Recruitment is delighted to be supporting one of Ireland's largest independently owned Town Planning consultancy practices, with a strong presence in Dublin, Belfast, London, and Edinburgh. Our firm is dedicated to providing strategic, commercially focused advice across...
-
Financial Planner
1 day ago
Dublin, Ireland Rockwell Financial Management Full timeFinancial Planner Well-established Financial Services Brokerage based in Dublin. As part of their Financial Services offering this company provide a full range of life, pension & investment products to their clients, with a particular focus on long-term financial planning and cash-flow modelling. The company are now looking to add an experienced Financial...
-
Financial Planning Manager
3 weeks ago
Dublin, Ireland The Panel Group Full timeOur client, a leading service provider and global brand with branches across Ireland are seeking an FP&A Manager to join their finance team in a leading role. Based in North Dublin and reporting to the Finance Director, you are required to provide timely and accurate financial information to enable informed decision making. This is a hybrid role, 3 days...
-
Financial Planning Manager
1 day ago
Dublin, Ireland The Panel Group Full timeOur client, a leading service provider and global brand with branches across Ireland are seeking an FP&A Manager to join their finance team in a leading role. Based in North Dublin and reporting to the Finance Director, you are required to provide timely and accurate financial information to enable informed decision making. This is a hybrid role, 3 days...
-
▷ High Salary! Financial Planning
2 weeks ago
Dublin, Ireland Marks Sattin Full timeFP&A Manager - Dublin - Financial Services Exceptional opportunity join this leading Financial Services firm as they continue their impressive growth through acquisition both domestically and internationally. With current growth extremely strong they are keen to add some considerable ballast to the FP&A Team with a Manager level hire. As the firm continue to...
-
Financial Planning and Analysis Manager
2 weeks ago
Dublin, Ireland Abrivia Recruitment Specialists Ltd. Full timeFinancial Planning and Analysis Manager – Wicklow / Hybrid We are seeking an experienced professional to fill the role of Financial Planning and Analysis Manager within a dynamic organisation. As the FP&A Manager, you will play a pivotal role in shaping the financial direction of our client’s operations, driving strategic planning, budgeting, and...
