Posting Description:
Paraplanner
Are you QFA qualified and looking for a new challenge where you can grow your technical and client‑facing skills in a supportive team of financial planners? This hybrid role offers 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.
About Human Capital
Human Capital brings together our Health, Wealth and Talent capabilities to help clients make better people decisions. In Ireland, we work with employers of all sizes to design, deliver and manage employee benefits and people solutions – from pensions, protection and health benefits to financial wellbeing and broader people strategies to help clients build and sustain a healthy, engaged workforce.
What the day will look like
As a Paraplanner, you will support financial planners in delivering high‑quality advice and service to clients, gaining exposure to client meetings, financial planning and wider Human Capital projects.
Consultant support
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Assist in preparing and documenting client financial plans and annual reviews.
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Attend client meetings with planners, noting and following up on actions.
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Support new client onboarding and handle day‑to‑day client queries.
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Keep client files accurate, complete and compliant.
Reporting
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Draft concise client reports and review summaries.
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Update systems, trackers and records to reflect client and pipeline activity.
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Produce agreed internal reports and suggest improvements to templates.
Analysis
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Review client and planner information to identify key issues and gaps.
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Research suitable funds, products and relevant tax considerations.
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Use tools, including cashflow modelling, to assess client scenarios.
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Compare provider options and document suitable, compliant strategies.
Other responsibilities
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Support team projects and operational process improvements.
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Help with Sales support, new business processing and pipeline tasks.
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Deliver work on time and to agreed quality standards.
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Work collaboratively across Human Capital and engage in ongoing learning.
Skills and experience that will lead to success
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QFA qualification or progress towards it (or equivalent).
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Experience in a regulated financial services, wealth or benefits environment.
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Ability to interpret technical information and explain it clearly.
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Strong numerical skills and accuracy in written work.
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Effective verbal and written communication with stakeholders.
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Strong organisation and prioritisation skills.
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Ability to work independently and as part of a team.
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Openness to learning new systems and approaches.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. All colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work – and we are all for it. We call this Smart Working.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application and interview process, and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected].
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