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Financial Planning Consultant
Aon Corporation —Dublin, County Dublin
- Full-time
- Sales
- Communication skills
Financial Analyst
Evergreen Retail Ltd —DUBLIN 22, County Dublin
- €36,900 a year
- Microsoft Excel
- ERP systems
- Finance
Quick apply
AI Engineering Manager - Amplify C.S
Klaviyo —Dublin, County Dublin
- €112,000–€168,000 a year
- Hybrid work
- Azure
- Computer Science
- AWS
Financial Planning & Analysis Manager
MongoDB —Dublin, County Dublin
- Google Suite
- Microsoft Excel
- Azure
Actuarial Analyst (Graduate Programme)
Allianz —Blackrock, County Dublin
- Full-time
- Microsoft Excel
- English
- Microsoft Office
EMEA Financial Risk Actuary
MetLife —Dublin, County Dublin
- Full-time
- Communication skills
Principal Data Analyst
Optum —Dublin, County Dublin
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
Financial Modeller
Forvis Mazars —DUBLIN 2, County Dublin
- Microsoft Excel
- Finance
- Analysis skills
Service Market Lead- Ireland (Dublin & Cork)
Tesla —Dublin, County Dublin
- Full-time
- English
- Microsoft Office
- Leadership
EPD Verifier
BRE —DUBLIN 11, County Dublin
- €60,000–€70,000 a year
- Hybrid work
- Analysis skills
- Continuous improvement
- Construction
3d
Head of Financial Planning & Analysis
Chadwicks Group —Dublin, County Dublin
- Analysis skills
- No degree
- Leadership
Financial Analyst II - Commercial Finance - 12 Month Contract
ICON Plc —Dublin, County Dublin
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Data Analyst - Underwriting Analytics Dublin/Wexford
Zurich Insurance —Dublin, County Dublin
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2d
Director of Operations and Transformation - The Housing Agency
Forvis Mazars —Dublin, County Dublin
- No degree
- Communication skills
Financial Advisory Manager
Forvis Mazars —Dublin, County Dublin
- English
- Communication skills
- Time management
Climate Change and Sustainability Services (CCaSS) Manager
EY —DUBLIN 2, County Dublin
- Full-time
- Hybrid work
- Master's degree
- Business development
- No degree
- Gym membership
Senior Financial Risk Manager
Monzo —Dublin, County Dublin
- €92,000–€112,000 a year
- Hybrid work
- Analysis skills
- Annual leave
1d
Manager, Financial Business Partnering
ICON Plc —Dublin, County Dublin
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
Senior Consultant, Market Analysis & Strategy, Deloitte Ireland Strategy Office-Hybrid
Deloitte —Dublin, County Dublin
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Commercial Finance Manager
Dean Group (Ireland) —Dublin, County Dublin
- Full-time
- Hybrid work
- Hospitality
- Microsoft Excel
- ERP systems
- Annual leave
- Gym membership
Quick apply

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Financial Planning Consultant

Aon Corporation -
Dublin, County Dublin

Apply Now

Job details

Full-time

Qualifications

Sales
Lead generation
Communication skills

Full job description

Posting Description:

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 work
Providing financial advice to a new and existing client base
Managing and continuously building relationships with the Aon client portfolio
Developing new business opportunities through internal and external channels
Achieving agreed sales targets and team-based goals
Adhering to standards/codes/rules set by regulators & Aon
Managing local projects that contribute to the overall team proposition

How this opportunity is different

We can offer you a fun and engaging environment working with some of the best people in our industry. The Financial Planning team emphasise a high quality, client first approach, enabling clients to make better decisions. Our Financial Planning solution operate on a team-based approach. Each member of the team is valued and are encouraged to provide input into overall proposition.

We will reward your efforts with a competitive salary and a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits.

Skills and experience that will lead to success

Previous consultative financial planning experience using Voyant as the basis of client engagements
Acquired or working towards Certified Financial Planner (CFP) qualification
Have strong interpersonal skills with the ability to build and maintain solid client relationships
Strong history of delivering on agreed sales targets.
Understanding of relevant regulatory requirements required
Have a background in generating leads from a Corporate client base
Demonstrate an ability to build strong internal relationships, trust and credibility
Excellent presentation and communication skills
Be a Team player with a focus on working as one team
Possess a full driver's license

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, 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, color, 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, 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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Apply Now

Refine Your Search

financial modelling jobs in dublin, d

Financial Planning Consultant

Financial Analyst

AI Engineering Manager - Amplify C.S

Financial Planning & Analysis Manager

Actuarial Analyst (Graduate Programme)

EMEA Financial Risk Actuary

Principal Data Analyst

Financial Modeller

Service Market Lead- Ireland (Dublin & Cork)

EPD Verifier

Head of Financial Planning & Analysis

Financial Analyst II - Commercial Finance - 12 Month Contract

Data Analyst - Underwriting Analytics Dublin/Wexford

Director of Operations and Transformation - The Housing Agency

Financial Advisory Manager

Climate Change and Sustainability Services (CCaSS) Manager

Senior Financial Risk Manager

Manager, Financial Business Partnering

Senior Consultant, Market Analysis & Strategy, Deloitte Ireland Strategy Office-Hybrid

Commercial Finance Manager

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