Financial Planning Consultant
Are you an experienced financial planning professional looking for a new challenge? Do you want to join a highly skilled team that helps individuals make informed financial decisions through cash flow modeling?
This hybrid role offers the flexibility to work both remotely and from our Dublin office.
About Aon
Aon is a company that helps people make better decisions. We shape decisions for the better to protect and enrich the lives of people around the world.
What You'll Do
1. Provide tailored advice to individual clients on retirement planning, investments, and all areas of financial planning.
2. Meet with clients, generate leads, and manage projects.
3. Develop and maintain relationships with existing and new clients.
4. Identify new business opportunities through internal and external channels.
5. Achieve agreed-upon sales targets and team-based goals.
Why This Role Is Different
We offer a fun and engaging work environment with a high-quality, client-first approach. Our financial planning solution operates on a team-based approach, valuing each member's input and contributions.
We reward your efforts with a competitive salary and a comprehensive benefits package, including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance, and other benefits.
Requirements
* Previous experience in consultative financial planning using Voyant as the basis of client engagements.
* Acquired or working towards Certified Financial Planner (CFP) qualification.
* Strong interpersonal skills and ability to build and maintain solid client relationships.
* History of delivering on agreed sales targets.
* Understanding of relevant regulatory requirements.
* Background in generating leads from a corporate client base.
About Our Culture
We encourage a diverse workforce and promote a culture of inclusivity and respect. Our agile work environment allows you to manage your well-being and work-life balance, ensuring you can be your best self at Aon.
We offer Smart Working solutions, continuous learning opportunities, and a commitment to equal employment opportunities for all employees and applicants.