4 months ago

Financial Planning Consultant

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Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Provide tailored consultative financial planning advice to individual clients, focusing on retirement, investments, and cashflow planning. Work in a hybrid Dublin role with a collaborative, team-based approach, leveraging Voyant for client engagements and pursuing CFP-qualified qualifications while meeting regulatory standards.

Location: Dublin

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Meet with clients, generate leads, and complete project work to provide financial planning advice
•Provide financial advice to a new and existing client base across retirement and investments
•Manage and grow relationships within the Aon client portfolio
•Develop new business opportunities through internal and external channels
•Achieve agreed sales targets and contribute to team-based goals

Pay and Benefits

Perks:Annual BonusPension SchemeHealth InsuranceLife Assurance

Key Requirements

•Must have consultative financial planning experience, preferably using Voyant for client engagements
•Working towards or holding Certified Financial Planner (CFP) qualification
•Strong interpersonal and relationship-building skills with clients
•Experience generating leads from corporate clients and achieving sales targets
•Possess a full driver’s license

Experience:FinanceFinancial servicesFinancial planning

Skills:CommunicationPresentationInterpersonal skillsRelationship-buildingTeamwork

Certifications:CFP

Languages:English

Tech Stack:VoyantCFP

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon