Paraplanner at AON Plc - Canada

Dublin, Leinster, Ireland -

Full Time

Start Date

Immediate

Expiry Date

08 Sep, 26

Salary

0.0

Posted On

10 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationship Management, Investment Analysis, Tax Legislation Knowledge, CashFlow Modelling Software, Microsoft Office, Numeric Analysis, Written Communication, Oral Communication, Attention To Detail, Pipeline Management, Compliance Documentation

Industry

Financial Services

Description

Paraplanner Are you QFA qualified and looking for a new challenge where you can grow and improve your skills? Are you ready to develop your client facing abilities in a great team of financial planners? This is the role for you! This is a hybrid role with the 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 Health Solutions Part of Aon’s Heath Solution Division, Aon Health & Benefits provides market leading employee benefits solutions, spanning DC pensions and financial planning/wellness, risk benefits, healthcare benefits, flexible benefits, outsourced benefits administration and benefits and reward communications. Through a combination of our scale, expertise and technology we partner with clients to provide end to end capabilities to design, source and communicate their benefits to suit their needs and those of their employees. What the day will look like As a Paraplanner, you will work closely with our team of financial planners, providing quality customised support to meet our client needs. This is an outstanding opportunity and a potential steppingstone to numerous possible career paths within the financial services industry. Main responsibilities will include: Assisting the financial planner in the formulation and documentation of financial plans for the client from information and instructions provided Develop the ability to identify and document a range of strategies in a compliant, personalised and tailored format Support financial planners in the annual review process for clients Attend client meetings with the financial planner on and off site across Ireland Critically analyse information received from planners and clients alike Research and analyse investment funds, insurance products and tax legislation as required Aid in the onboarding of clients Assist in projects and operational duties aligned with the Financial Planning team. Assist in the Sales support processes. Individual New Business processing and Pipeline Management Provide a professional service to a portfolio of external & internal clients Build strong relationships with each client & insurers within the market. Ensure house-keeping and client files are in order. Work to meet tight deadlines. How this opportunity is different The Paraplanner is a unique role at Aon, you will support the Paraplanning lead in all day-to-day tasks, having the chance to attend client meetings along with financial planning consultants and building positive relationships with stakeholders. Supported by a strong team of experts, you will be encouraged to professionally grow in your role, gaining more skills and knowledge in the field. Skills and experience that will lead to success The Paraplanner will have following skills: QFA qualification mandatory On the road to CFP qualification, or have the desire to work towards it Previous experience dealing with clients in a Financial Services environment preferable Proficiency in Microsoft Office programs Previous experience with CashFlow Modelling Software is advantageous Excellent numeric, written and oral communication skills Strong attention to detail and the ability to think on your feet The ability to work independently and be self-motivated Creativity with the ability to work as part of a team in a fast-paced environment, being able to build strong and positive relationships with team members and clients 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. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com 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. #LI-Hybrid #LI-JM3 2579955

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Responsibilities

The Paraplanner supports financial planners by formulating customized financial plans and documenting strategies for clients. Responsibilities include researching investment funds, attending client meetings, and managing new business processing and pipeline tasks.