Retirement Planning Expert
4 days ago
Aon Hewitt is seeking a Retirement Planning Expert to join our team. As a key member of our financial planning team, you will work closely with clients to understand their unique financial needs and goals.
With your expertise in consultative financial planning, you will help individuals make informed decisions about their retirement planning, investments, and overall financial well-being.
Your role will involve providing tailored advice to individual clients, generating leads, and managing relationships with the Aon client portfolio.
You will also be responsible for developing new business opportunities through internal and external channels, achieving agreed sales targets, and adhering to industry standards and regulations.
This is an excellent opportunity to join a highly qualified team that values collaboration, innovation, and continuous learning.
About Our Benefits:
Aon Hewitt offers a comprehensive benefits package, including a competitive salary, generous discretionary bonus, great pension scheme, healthcare allowance, life assurance, and other benefits.
Key Responsibilities:
- Meet with clients to understand their financial needs and goals
- Provide financial advice and guidance to individual clients
- Manage and build relationships with the Aon client portfolio
- Develop new business opportunities through internal and external channels
- Achieve agreed sales targets and team-based goals
- Adhere to industry standards and regulations
Required Skills and Qualifications:
- Previous experience in consultative financial planning
- Acquired or working towards Certified Financial Planner (CFP) qualification
- Strong interpersonal skills and ability to build client relationships
- History of delivering on agreed sales targets
- Understanding of relevant regulatory requirements
- Ability to generate leads from corporate clients
- Excellent presentation and communication skills
- Team player with a focus on collaboration and mutual respect
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