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Paraplanner

Dublin
Aon
Posted: 17 October
Offer description

Posting Description:ParaplannerAre 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 youThis is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.Aon is in the business of better decisionsAt 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 SolutionsPart 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, expertise and technology we partner with clients to provide 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 likeAs 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 steppingstone to numerous possible career paths within the financial services industry.Main responsibilities will include:Assisting the financial planner in the formulation and documentation of financial plans for the client from information and instructions providedDevelop the ability to identify and document a range of strategies in a compliant, personalised and tailored formatSupport financial planners in the annual review process for clientsAttend client meetings with the financial planner on and off site across IrelandCritically analyse information received from planners and clients alikeResearch and analyse investment funds, insurance products and tax legislation as requiredAid in the onboarding of clientsAssist in projects and operational duties aligned with the Financial Planning teamAssist in the Sales support processesIndividual New Business processing and Pipeline ManagementProvide a professional service to a portfolio of external & internal clientsBuild strong relationships with each client & insurers within the marketEnsure house-keeping and client files are in orderWork to meet tight deadlines.How this opportunity is differentThe Paraplanner is a unique role at Aon, as you will support the Paraplanning lead in all day-to-day tasks, having the chance to attend client meetings along with financial planning consultants and building positive relationships with stakeholders. Supported by a strong team of experts, you will be encouraged to professionally grow in your role, gaining more skills and knowledge in the field.Skills and experience that will lead to successThe Paraplanner will have following skills:QFA qualification is mandatoryOn the road to CFP qualification, or have the desire to work towards itPrevious experience dealing with clients in a Financial Services environment preferableProficiency in Microsoft Office programsPrevious experience with CashFlow Modelling Software is advantageousExcellent numeric, written and oral communication skillsStrong attention to detail and the ability to think on your feetThe ability to work independently and be self-motivatedCreativity 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 colleaguesIn 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 also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart WorkingOur 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 #LI-HYBRID#LI-JM3

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