-
Job Description
Financial Planning Consultant role involves providing consultative financial planning advice to individuals, helping them make better financial decisions through cashflow modelling, and working as part of a highly qualified team.
This hybrid role offers flexibility to work both virtually and from our Dublin office, providing a unique opportunity to balance work and personal life.
Aon is a global organization that shapes decisions for the better to protect and enrich the lives of people around the world, united through trust as one inclusive, diverse team.
Key Responsibilities:
- Meeting clients, generating leads, and 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
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
- 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