Financial Planning Consultant

Description:

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.