-
Job Description
Provide consultative financial planning advice, work with a highly qualified team, and help individuals make better financial decisions through cashflow modelling.
Key Responsibilities include:
- Meeting clients and generating leads
- Providing financial advice to clients
- Managing client relationships
- Developing new business opportunities
- Achieving sales targets
- Adhering to regulatory standards
- Managing local projects
This role offers a fun and engaging environment, a team-based approach, and a comprehensive benefits package, including a generous bonus, pension scheme, and healthcare allowance.
Required skills and experience include:
- Previous consultative financial planning experience
- Certified Financial Planner (CFP) qualification
- Strong interpersonal and communication skills
- History of delivering on sales targets
- Understanding of regulatory requirements
- Ability to build strong internal relationships
- Excellent presentation and communication skills
- Team player with a focus on collaboration
- Full driver's license
Aon values diversity, inclusivity, and equal opportunities. We offer a flexible work environment, continuous learning culture, and support for individuals with disabilities.