Financial Planning Consultant
You will play a key role in providing consultative financial planning advice to our clients. This includes helping individuals make better financial decisions through cashflow modelling and providing tailored advice on retirement planning, investments, and all areas of Financial Planning.
The ideal candidate will have previous consultative financial planning experience using Voyant as the basis of client engagements, acquired or working towards Certified Financial Planner (CFP) qualification, and strong interpersonal skills with the ability to build and maintain solid client relationships.
Key Responsibilities:
* Meeting clients and 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
About Our Team:
We are a highly qualified team that values collaboration, innovation, and diversity. We offer a fun and engaging environment where you can work with some of the best people in our industry.
Our Financial Planning solution operates on a team-based approach, where each member of the team is valued and encouraged to provide input into the overall proposition.
What We Offer:
We reward our colleagues with a competitive salary, a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance, and other benefits.
How We Support Our Colleagues:
We encourage a diverse workforce and promote a culture of inclusion and respect. We also offer flexible working arrangements, continuous learning opportunities, and a supportive environment that allows you to manage your wellbeing and work/life balance.
We are committed to creating an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.