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Financial Planning Consultant

  • Dublin, Ireland
  • Consulting

Job Description

 
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? If so, this may be the role for you!  
 
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.   
 
As an organization, 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.  
 
Key Responsibilities include:  
  • 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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