Financial Planning Consultant
We are seeking a Financial Planning Consultant to provide consultative financial planning advice to individual clients. As a key member of our team, you will help individuals make better financial decisions through cashflow modelling.
About the Role
This hybrid role offers flexibility to work both virtually and from our Dublin office. You will be responsible for providing tailored advice on retirement planning, investments, and all areas of financial planning.
* Meet with clients and generate leads
* Provide financial advice to new and existing client bases
* Achieve sales targets and team-based goals
* Adhere to regulatory standards and codes
* Manage local projects that contribute to the overall team proposition
About Our Team
We offer a fun and engaging environment working with experienced professionals who prioritize a high-quality, client-first approach. Our team operates on a collaborative basis, valuing each member's input into the overall proposition.
What We Offer
We provide a competitive salary, comprehensive benefits package including a discretionary bonus, great pension scheme, healthcare allowance, life assurance, and other perks.
Requirements
* Previous consultative financial planning experience using Voyant as a basis for client engagements
* Acquired or working towards Certified Financial Planner (CFP) qualification
* Strong interpersonal skills for building and maintaining client relationships
* Proven track record of delivering sales targets
* Understanding of relevant regulatory requirements
* Background in generating leads from corporate clients
* Ability to build strong internal relationships and trust
* Excellent presentation and communication skills
* Familiarity with Smart Working solutions
Our Culture
We value diversity, inclusion, and flexible working arrangements. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can thrive at Aon. We also offer two Global Wellbeing Days per year and various learning opportunities to inspire growth.