Corporate Service Delivery Lead and Executive Paraplanner Do you want to drive exceptional client service for Human Capital clients and make a real impact for individuals through cashflow planning and bespoke financial solutions?
Join us as a Corporate Service Delivery Lead and Executive Paraplanner-where your expertise supports Aon's broader Human Capital proposition!
This is a hybrid role, giving you the flexibility to work both virtually and in the office.
Some level of travel will be expected from time to time within Ireland depending on client location.
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 organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.
What the day will look like What the Day Will Look Like as a Corporate Service Delivery Lead and Executive Paraplanner, you will play a vital part in supporting our corporate advice clients and contributing to Aon's Human Capital proposition.
Every day, your work will enable better decision-making for our clients, helping them unlock the full potential of their people.
Corporate Service Delivery Responsibilities: Lead the delivery of outstanding service for corporate advice clients, reinforcing Aon's reputation as a partner in Human Capital strategy Manage project delivery on corporate engagements, liaising with key internal and external stakeholders Manage and streamline workflows, identifying improvement opportunities that benefit clients and the broader Human Capital agenda Champion compliance, risk management, and best practices across all activities, supporting clients in their people and business goals Paraplanner responsibilities: Act as the pivotal link between advisers, clients, and support teams to coordinate and deliver seamless paraplanning services for our High Net Worth clients Prepare detailed reports and tailored recommendations, using financial planning software (such as Voyant) to support advisers in delivering impactful financial and HR-related advice How this opportunity is different This dual role combines leading and enhancing service delivery for corporate advice clients as part of Aon's Human Capital strategy, with providing expert technical and administrative paraplanning support including detailed cashflow and financial planning for high net worth and corporate clients.
Skills and experience that will lead to success Proven experience as a paraplanner or project manager within corporate client services, with strong technical and analytical skills Familiarity with financial planning requirements as well as workforce and HR challenges faced by corporate clients Excellent organisational skills and the agility to prioritise and manage diverse workflows Strong communication and collaboration skills, building bridges across advice, HR, and operations teams A proactive, solutions-oriented mindset with enthusiasm for continuous improvement and innovation Qualified Financial Adviser (QFA) designation is essential How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce.
Plus, our agile 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 for our colleagues as well.
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 and inclusive 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, 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 individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard.
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