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Financial planning consultant

Dublin
Aon
Planning consultant
Posted: 9 September
Offer description

OverviewJoin to apply for the Financial Planning Consultant role at Aon. This hybrid role provides flexibility to work both virtually and from the Dublin office.What You’ll DoYou will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning.Key ResponsibilitiesMeeting 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 propositionSkills and ExperiencePrevious 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 licenseWhat We OfferWe offer a competitive salary and a comprehensive benefits package including a discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits.How We Support Our ColleaguesIn addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment supports your wellbeing and work/life balance. We offer two “Global Wellbeing Days” each year and a variety of working style solutions. Our learning culture helps you learn, share and grow so you are more connected, relevant and valued at Aon.Equal OpportunityAon 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 without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, or other legally protected status. We welcome applications from all and provide reasonable adjustments to participate in the job application process and perform essential job functions. For information on reasonable accommodations, contact ReasonableAccommodations@Aon.com.
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