Associate Retirement Consultant

Aon
Dublin
Workplace: HybridFull timeFunction: Consulting & AdvisoryExperience: 3+ yearsSkills: ["Communication","Presentation","Interpersonal skills","Project management"]

Support retirement consultants in delivering pension and investment advice to a portfolio of clients; manage client relationships, prepare reports, attend meetings, and contribute to cross-selling opportunities within the Wealth Solutions practice in Dublin, in a hybrid work arrangement.

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FursaFursa
Aon
Aon
4 months ago

Associate Retirement Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Support retirement consultants in delivering pension and investment advice to a portfolio of clients; manage client relationships, prepare reports, attend meetings, and contribute to cross-selling opportunities within the Wealth Solutions practice in Dublin, in a hybrid work arrangement.
Location: Dublin
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Entry level

Key Responsibilities

  • •Provide support to consultants, delivering and managing client portfolios according to servicing procedures
  • •Build strong relationships with consultants and clients; work toward managing your own portfolio of clients
  • •Respond to queries from consultants, providers and clients; attend client meetings as required
  • •Stay up to date with industry trends and identify revenue generation opportunities for existing clients
  • •Contribute to client meetings, prepare and review standard reports; support cross-selling opportunities across Aon Ireland

Key Requirements

  • •3+ years in a Financial/Professional services environment; experience in pensions/ DC pensions desirable
  • •Working towards or have achieved QFA or IIPM Professional Qualification with relevant CPD
  • •Experience in client service delivery and managing multiple stakeholders
  • •Strong IT skills with working knowledge of Microsoft Excel, Word & PowerPoint
  • •Ability to plan, manage multiple projects and deliver quality deliverables on time
Experience:3+ years
Skills:CommunicationPresentationInterpersonal skillsProject management
Certifications:QFAIIPM
Languages:English
Tech Stack:Microsoft ExcelMicrosoft WordPowerPoint

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
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