Financial Planning Consultant

Financial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you!
This hybrid role provides flexibility to work both virtually and from our Dublin office.
Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning.
Key Responsibilities include: Meeting clients / Generating Leads / Project workProviding financial advice to a new and existing client baseManaging and continuously building relationships with the Aon client portfolioDeveloping new business opportunities through internal and external channelsAchieving agreed sales targets and team-based goalsAdhering to standards/codes/rules set by regulators & AonManaging local projects that contribute to the overall team propositionSkills and experience that will lead to success Previous consultative financial planning experience using Voyant as the basis of client engagementsAcquired or working towards Certified Financial Planner (CFP) qualificationHave strong interpersonal skills with the ability to build and maintain solid client relationshipsStrong history of delivering on agreed sales targets.Understanding of relevant regulatory requirements requiredHave a background in generating leads from a Corporate client baseDemonstrate an ability to build strong internal relationships, trust and credibilityExcellent presentation and communication skillsBe a Team player with a focus on working as one teamPossess a full driver's license
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