AON
Overview
Financial Planning Consultant
Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? This hybrid role provides flexibility to work both virtually and from our Dublin office.
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.
Key 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 emphasise a high quality, client first approach, enabling clients to make better decisions. Our Financial Planning solution operate on a team-based approach. Each member of the team is valued and are encouraged to provide input into overall proposition.
We will reward your efforts with a competitive salary and a very 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
Have 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
Have a background in generating leads from a Corporate client base
Demonstrate an ability to build strong internal relationships, trust and credibility
Excellent presentation and communication skills
Be a 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. 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. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
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Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? This hybrid role provides flexibility to work both virtually and from our Dublin office.
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.
Key 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 emphasise a high quality, client first approach, enabling clients to make better decisions. Our Financial Planning solution operate on a team-based approach. Each member of the team is valued and are encouraged to provide input into overall proposition.
We will reward your efforts with a competitive salary and a very 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
Have 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
Have a background in generating leads from a Corporate client base
Demonstrate an ability to build strong internal relationships, trust and credibility
Excellent presentation and communication skills
Be a 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. 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. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
#J-18808-Ljbffr