Provide consultative financial planning advice to individuals, using cashflow modelling to help make better financial decisions. Key responsibilities include advising clients, generating leads, managing relationships, and developing new business opportunities.
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.
Work in a fun and engaging environment with a high quality, client-first approach. Emphasize a team-based approach with valued members encouraged to provide input into the overall proposition.
Benefits:
* Competitive salary
* Comprehensive benefits package including a generous discretionary bonus, great pension scheme, healthcare allowance, life assurance and other benefits
Requirements:
* Previous consultative financial planning experience using Voyant as the basis of client engagements
* Acquired or working towards Certified Financial Planner (CFP) qualification
* 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
* Background in generating leads from a Corporate client base
* Ability to build strong internal relationships, trust and credibility
* Excellent presentation and communication skills
* Team player with a focus on working as one team
* Possess a full driver's license
Aon values 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.