Retirement Planning Specialist

2 weeks ago


Dublin, Dublin City, Ireland Aon Hewitt Full time

Job Description

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

Required Skills and Qualifications

To succeed in this role, you will need:

  • 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

Benefits

In addition to our comprehensive benefits package, we encourage a diverse workforce. Our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. We also recognize that flexibility goes beyond just the place of work...



  • Dublin, Dublin City, Ireland 360 Search Full time

    We are seeking a highly skilled Retirement Planning Specialist to join our team at 360 Search.The successful candidate will be responsible for providing expert advice on Retirement Planning, Investments, Life, Serious Illness, and Income Protection Insurance to an existing client base in the Dublin area.Job Description:Develop and maintain relationships with...


  • Dublin, Dublin City, Ireland Lockton Companies Full time

    Job SummaryWe are seeking an experienced Retirement Planning Specialist to join our team. In this role, you will be responsible for providing expert advice on retirement planning and developing tailored solutions to meet the needs of our clients.You will have the opportunity to work closely with clients to understand their financial goals and develop...


  • Dublin, Dublin City, Ireland Northern Trust Full time

    We are seeking an experienced professional to join our team as a Consultant, Financial Reporting. As a key member of our finance team, you will be responsible for preparing and analyzing financial reports, ensuring compliance with financial regulations.About the RoleThis is a full-time hybrid role located in Dublin with some work-from-home flexibility. The...


  • Dublin, Dublin City, Ireland Aon Hewitt Full time

    Aon Hewitt is looking for a highly motivated Personal Finance Strategist to join our team. As a key member of our Financial Planning team, you will play a critical role in helping individuals achieve their long-term financial goals.About the RoleYou will be responsible for developing and implementing personalized financial plans for clients, leveraging your...


  • Dublin, Dublin City, Ireland Lockton Full time

    Are you a seasoned Retirement Planning Consultant looking for a new challenge? Do you have a passion for delivering customer-focused financial planning advice to individual customers?About the JobLockton's employee benefits business is seeking an experienced Retirement Planning Consultant to join our team. In this role, you will be responsible for delivering...


  • Dublin, Dublin City, Ireland AON Full time

    The Financial Planning team at AON is dedicated to helping individuals and families achieve their long-term financial goals. As a Retirement Planning Expert, you will play a critical role in developing and implementing customized financial plans that address the unique needs and goals of our clients.Your key responsibilities will include:Conducting thorough...


  • Dublin, Dublin City, Ireland Golden Reserve LLC Full time

    OverviewGolden Reserve LLC is a leading provider of retirement planning services. We are seeking a skilled Financial Services Inside Sales Representative to join our team.About the PositionThis is an exciting opportunity for a motivated and results-driven individual to work with our team and contribute to the growth of our organization.Key...


  • Dublin, Dublin City, Ireland Aviva Full time

    About UsAviva is a leading life and pensions provider, dedicated to helping individuals plan for their retirement.We're seeking an experienced Pensions Administrator to join our team in Dublin, Ireland. As a key member of our Retirement Solutions Team, you will be responsible for administering customer policies and ensuring compliance with regulatory...


  • Dublin, Dublin City, Ireland Irish Family Planning Association Full time

    Job Description:We are seeking a part-time Familial Health Specialist to join our medical team at the Irish Family Planning Association. The successful candidate will provide high-quality healthcare services, including contraceptive and medical care, early medical abortion, STI screenings, and gynaecological examinations.The ideal candidate will possess...


  • Dublin, Dublin City, Ireland Unio Financial Services Ltd Full time

    The RoleWe are seeking highly skilled Financial Planning Specialists to join our team of expert financial planners. As a Financial Planning Specialist at Unio, you will be responsible for providing high-quality financial planning services to a portfolio of high net worth clients.Your key responsibilities will include delivering wealth management advice,...


  • Dublin, Dublin City, Ireland Aviva Full time

    Job OverviewWe have an exciting opportunity for a skilled Retirement Calculations Support Specialist to join our team in Dublin, Ireland.In this role, you will be responsible for supporting the administration of customer policies and ensuring compliance with regulatory requirements.Your Key ResponsibilitiesContacting customers to inform them of policy...


  • Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Required Skills and QualificationsCertified Financial Planner (CFP) or currently in the process of obtaining the qualificationExcellent knowledge of financial services, including tax planning, investments, and retirement planningStrong communication and interpersonal skills, with the ability to interact with clients in a professional manner


  • Dublin, Dublin City, Ireland Golden Reserve, LLC Full time

    We are seeking an experienced Retirement Planner/Financial Advisor to join our team at Golden Reserve. This is a unique opportunity to grow your career in a fast-paced, dynamic environment where innovation and excellence thrive.About the RoleYou will be responsible for delivering outstanding results by converting pre-qualified leads into loyal clients. With...


  • Dublin, Dublin City, Ireland Think Logic Project Planning Solutions Full time

    Think Logic Project Planning Solutions is a consultancy founded by Senior Planning Engineers specializing in complex projects across various industries. We provide cutting-edge planning and control solutions to enhance project productivity and meet deadlines.About Us:We strive for innovation, expertise, and collaboration in our approach to project management...


  • Dublin, Dublin City, Ireland Axiom Consultants Full time

    Estate Planning RoleWe are seeking an experienced Estate Planning Specialist to join our team at Axiom Consultants.The successful candidate will be responsible for preparing client plans, inputting and modelling data in the Voyant system to develop cashflow models, net worth projections.The ideal candidate will have strong knowledge of financial needs...


  • Dublin, Dublin City, Ireland Gravis Planning Limited Full time

    About UsWe are Gravis Planning Limited, one of Ireland's largest independently owned Town Planning consultancy practices.We have offices in Dublin, Belfast, London, and Edinburgh, providing strategic advice with a commercial focus.We deliver planning approvals for schemes across all development sectors, including energy, infrastructure, residential, retail,...


  • Dublin, Dublin City, Ireland Gravis Planning Limited Full time

    Key Responsibilities">The successful candidates will be responsible for managing their own projects, contributing to the management of planning applications and appeals, and preparing planning appraisals. They will also carry out research and play an active role in all aspects of our business. ">Requirements">Applicants should have an IPI or RTPI accredited...


  • Dublin, Dublin City, Ireland Aviva Full time

    We are seeking a career-driven individual to join our retirement solutions team in Dublin as a Retirement Calculations Administrator.Job DescriptionThis is an excellent opportunity to learn new skills and further your experience in a vibrant and challenging life, pensions environment.Duties & Key Responsibilities:Contacting customers with retirement policies...


  • Dublin, Dublin City, Ireland Aviva Full time

    description_4:We have an exciting opportunity for a skilled administrator to join our Dublin-based retirement solutions team as a Retirement Calculations Administrator.About the OpportunityThis role offers a unique chance to gain valuable experience in a dynamic life and pensions environment.Main Responsibilities:Client contact for upcoming policy...


  • Dublin, Dublin City, Ireland Aon Hewitt Full time

    Key Responsibilities:Meeting with clients to discuss their financial goals and provide personalized recommendationsGenerating new leads and developing relationships with existing clientsProject work involving financial modeling and analysisProviding ongoing support and guidance to clientsStaying up-to-date with industry developments and regulatory...