Retirement Planning Specialist
2 weeks ago
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...
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