Overview
Financial Planning Consultant. Do you have experience providing consultative financial planning advice? 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. 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 like
You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning.
Responsibilities
* 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
How this opportunity is different
We can offer you a fun and engaging environment working with some of the best people in our industry. The Financial Planning team emphasises 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 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 success
* 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 required
* 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
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment supports wellbeing and work/life balance, including two “Global Wellbeing Days” each year. We offer a variety of working style solutions for our colleagues.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. At Aon, you are more connected, more relevant, and more valued.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants without regard to race, colour, 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 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 ReasonableAccommodations@Aon.com.
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