About the Role

• Provide tailored advice to individual clients on retirement planning, investments, and all areas of Financial Planning.
• Meet with clients, generate leads, and work on projects to develop new business opportunities.
• Manage and build relationships with the Aon client portfolio, achieving agreed sales targets and team-based goals.
• Adhere to standards, codes, and rules set by regulators and Aon, while managing local projects that contribute to the overall team proposition.

About Aon

Aon is a global organization that shapes decisions for the better to protect and enrich the lives of people around the world.

We are united through trust as one inclusive, diverse team, passionate about helping our colleagues and clients succeed.

What We Offer

• A competitive salary and comprehensive benefits package, including a generous discretionary bonus, great pension scheme, healthcare allowance, life assurance, and other benefits.
• A fun and engaging environment working with some of the best people in our industry.
• A high-quality, client-first approach that enables clients to make better decisions.

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.
• A background in generating leads from a Corporate client base.
• Excellent presentation and communication skills.
• A team player with a focus on working as one team.

About Working at Aon

Aon encourages a diverse workforce and offers a range of working style solutions to support work-life balance.

We provide two Global Wellbeing Days each year and offer a variety of benefits to support our colleagues' wellbeing.