Posting Description
Paraplanner
Are you QFA qualified and looking for a new challenge where you can grow and improve your skills?
Are you ready to develop your client facing abilities in a great team of financial planners?
This is the role for you!
This is a hybrid role with the 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.
About Health Solutions
Part of Aon's Heath Solution Division, Aon Health & Benefits provides market leading employee benefits solutions, spanning DC pensions and financial planning/wellness, risk benefits, healthcare benefits, flexible benefits, outsourced benefits administration and benefits and reward communications.
Through a combination of our scale,expertiseand technology we partner with clients toprovide end to end capabilities to design, source and communicate their benefits to suit their needs and those of their employees.
What the day will look like
As a Paraplanner, you will work closely with our team of financial planners, providing quality customised support to meet our client needs.
This is an outstanding opportunity and a potential stepping stone to numerous possible career paths within the financial services industry.
Main responsibilities will include:
Assistingthe financial planner in the formulation and documentation offinancial plansfor the client from information and instructions provided
Develop the ability toidentifyand document a range of strategies in a compliant,personalisedand tailored format
Support financial planners in the annual review process for clients
Attend client meetings with the financial planner on and off siteacross Ireland
Critically analyse information received from planners and clients alike
Research and analyse investment funds, insurance products and tax legislation asrequired
Aid in the onboarding ofclients
Assistin projects andoperationaldutiesalignedwith theFinancialPlanning team
Assistin the Sales support processes
Individual New Business processing and Pipeline Management
Provide a professional service to a portfolio of external & internal clients
Build strong relationships with each client & insurers within the market
Ensurehouse-keepingand client files are in order
Work to meet tight deadlines.
How this opportunity is different
The Paraplanner is a unique role at Aon,asyou will support the Paraplanningleadin all day-to-day tasks,having the chance to attend client meetings along withfinancial planningconsultants and building positive relationships with stakeholders.
Supported bya strong teamof experts, you will beencouraged to professionally growin yourrole, gaining more skills and knowledge in the field.
Skills and experience that will lead to success
The Paraplanner will have following skills:
QFA qualificationismandatory
On the road toCFPqualification,orhave thedesire to work towards it
Previousexperience dealing with clients inaFinancial Services environment preferable
Proficiencyin Microsoft Office programs
PreviousexperiencewithCashFlowModellingSoftwareisadvantageous
Excellent numeric,writtenand oral communication skills
Strong attention to detail and the ability to thinkon your feet
The ability to workindependentlyand be self-motivated
Creativity with the ability to work as part of a team in a fast-paced environment, being able to build strong and positive relationships with team members and clients.
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 alsorecognisethat 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 equalopportunityworkplace.
Aonprovidesequal 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 toparticipatein the job application, interviewprocessand to perform essential job functions once onboard.
If you would like to learn more about the reasonable accommodations we provide, ******
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