Aon

1 day ago

Financial Planning Account Manager

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Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Lead client relationship work for a growing Financial Planning team, running annual and interim review meetings and keeping financial plans current. Prepare recommendations, suitability reports, and Statements of Suitability, while updating cashflow models and maintaining accurate CRM records. Ensure advice remains compliant and client-focused, support clients through market volatility, and help maintain appropriate exposure to global equity markets.

Location: Ireland

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Act as the primary relationship manager for assigned client families.
•Lead annual and interim review meetings and maintain proactive client contact.
•Maintain current client records and financial plans, including updating cashflow models.
•Prepare recommendations, implementation instructions, and suitability reports/Statements of Suitability.
•Ensure advice is compliant and client-focused, help clients stay disciplined during market volatility, and work toward KPIs.

Key Requirements

•Hold QFA and CFP qualifications.
•Have a minimum of 3 years of financial services experience.
•Demonstrate strong client relationship skills and excellent report writing ability.
•Have experience preparing suitability reports and strong understanding of investment markets.
•Desirable: experience with high net worth clients, cashflow modelling, and evidence-based investment philosophy; experience managing €50m+ client assets.

Experience:3+ yearsHigh net worthFinancial services

Education:Certification / Diploma

Skills:Client relationship managementReport writingComplianceFinancial planningCashflow modellingCRM management

Certifications:QFACFP

Languages:English

Tech Stack:CRM

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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