Financial Planning Consultant
5 days ago
Financial Planning ConsultantDo 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 likeYou 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 workProviding financial advice to a new and existing client baseManaging and continuously building relationships with the Aon client portfolioDeveloping new business opportunities through internal and external channelsAchieving agreed sales targets and team-based goalsAdhering to standards/codes/rules set by regulators & AonManaging local projects that contribute to the overall team proposition.How this opportunity is differentWe can offer you a fun and engaging environment working with some of the best people in our industry.
The Financial Planning team emphasizes a high-quality, client-first approach, enabling clients to make better decisions.
Our Financial Planning solution operates on a team-based approach.
Each member of the team is valued and encouraged to provide input into the 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 successPrevious consultative financial planning experience using Voyant as the basis of client engagementsAcquired or working towards Certified Financial Planner (CFP) qualificationStrong interpersonal skills with the ability to build and maintain solid client relationshipsStrong history of delivering on agreed sales targetsUnderstanding of relevant regulatory requirementsBackground in generating leads from a Corporate client baseAbility to build strong internal relationships, trust, and credibilityExcellent presentation and communication skillsTeam player with a focus on working as one teamPossess a full driver's license.How we support our colleaguesIn 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.
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 recognize 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.
If you would like to learn more about the reasonable accommodations we provide, email ******
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