Financial Planning Sales Consultant

Reposted 7 Days Ago
Be an Early Applicant
Dublin, IRL
Hybrid
Mid level
Insurance
The Role
As a Financial Planning Sales Consultant, you will advise clients on financial goals, conduct thorough reviews, and maintain stakeholder relationships. You'll work with a team to deliver solutions and marketing initiatives while managing client interactions effectively.
Summary Generated by Built In
We’re hiring for a Financial Planning Sales Consultant to support our growing wealth & financial planning team!

It’s a time of rapid growth for the European arm of the business, so we are looking for someone to meet, listen and help clients understand and reach their goals. Be a trusted adviser to full financial planning clients and clients who want an initial primary advice service.

We’re looking for someone with

  • Excellent communication and interpersonal skills, and self-motivated
  • Strong organisational skills, the ability to manage time and to manage projects of various sizes successfully
  • Ability to work effectively as part of a dynamic team, and to manage key stakeholder relationships both internally and externally
  • Background in financial advice - QFA essential
  • CFP desirable or commitment to complete CFP imminently

Using these skills, you’ll be

  • Be a trusted adviser to our clients
  • Recommend and provide solutions to meet client's needs while also developing lasting relationships
  • Undertaking a full review of the client's financial needs and goals
  • Producing a comprehensive report detailing relevant fact-finding information and recommendation based on clients’ goals
  • Clear and concise file notes and hand over to the Private Client Account management team who will bring policies through pipeline
  • Work alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clients
  • Deliver Financial Wellness seminars to employees of our corporate partners
  • Manage internal and external relationships to drive referral network

      Who is NFP?
      With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP is part of the Aon group and specialise in helping businesses in four core areas:

      • Insurance (helping them manage key risks)
      • Health and safety (supporting them to create a safer workplace for their employees)
      • Employee benefits (helping them reward their people more effectively)
      • HR, people and talent (supporting employers and their people to thrive through changes and challenges)

      What you’ll love about working here
      working in a dynamic, fast-paced organisation in an exciting industry
      • the opportunity to do globally impactful work from day one
      • learning from industry and business line specialists with decades of experience
      • a huge variety of projects to work on and challenges to solve
      • our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
      • a rich suite of employee benefits and out-of-work perk

      The great benefits we offer:

      Finances
      It’s important to know you’re paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.
      • Matched employer pension contributions
      • Life Assurance and Group Income Protection
      • Lifestyle discounts for well-known brands

      Work-life balance
      We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That’s why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office.
      • Opportunity for hybrid working
      • Generous annual leave allowance

      Health and wellbeing
      We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing.
      • Comprehensive Private healthcare
      • Healthcare cash plan
      • Additional days off throughout the year to focus on your wellbeing

      Charity and community work
      At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you’ll be able to join us in making a real difference.
      • Numerous charity fundraising challenges and events throughout the year
      • Opportunities to volunteer and give back to the community
      • Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work

      Social
      It’s not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally.
      • Two large employee events every year for summer and Christmas
      • Enjoy out-of-work events and socials to get to know your team better
      • Good office locations with plenty of opportunity to socialise outside of work

      Inclusion and belonging
      We’re proud holders of Insurance Business Magazine’s 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement.
      • A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board
      • Inclusive policies and procedures to ensure all of our people are treated fairly
      • Access to Business Resource Groups that can support with multiple of key challenges

      NFP and You... Better Together!

      NFP is an inclusive Equal Employment Opportunity employer.

      Skills Required

      • Background in financial advice - QFA essential
      • CFP desirable or commitment to complete CFP imminently
      • Excellent communication and interpersonal skills
      • Strong organisational skills
      • Ability to manage key stakeholder relationships

      NFP, an Aon company Compensation & Benefits Highlights

      The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NFP, an Aon company and has not been reviewed or approved by NFP, an Aon company.

      • Healthcare Strength Medical, dental, and vision coverage is complemented by mental‑health/EAP and wellness offerings, indicating a robust core health package. Recent plan updates and public benefit overviews point to ongoing investment in comprehensive healthcare options.
      • Leave & Time Off Breadth Generous PTO, paid holidays, sick time, bereavement leave, and paid volunteer time are called out alongside flexible/remote work programs that enhance usability. This breadth supports time away for rest, family needs, and community engagement.
      • Retirement Support A 401(k) with company match is a standard element of the package and a meaningful component of total rewards. Defined plan features, including a clear match formula and vesting schedule, signal structured long‑term support.

      NFP, an Aon company Insights

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      The Company
      HQ: New York, New York
      4,449 Employees

      What We Do

      NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management

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