Associate Retirement Consultant

AON; Dublin; On-site; EUR 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid work arrangement

Global wellbeing days

Continuous learning culture

Job summary

Aon is seeking an Associate Retirement Consultant to support Retirement Consultants in managing a client portfolio, preparing reports, and assisting with advice delivery. The role involves building relationships with clients, attending meetings, and contributing to client projects.

The position is hybrid, offering flexibility to work from our Dublin office, with a focus on delivering high-quality service and maintaining regulatory standards.

Qualifications

• 3+ years in financial/professional services.
• DC pensions experience desirable.
• Pursuing or holding QFA/IIPM with CPD compliance.
• Experience delivering client service and managing expectations.

Responsibilities

• Support consultants in delivering client portfolio services.
• Build and maintain relationships with consultants and clients.
• Assist with client meetings and presentation materials.
• Prepare standard reports and respond to client queries.
• Identify cross-selling opportunities across Aon Ireland.

Skills

Client management

Stakeholder management

Analytical thinking

Communication skills

Time management

Project management

Team collaboration

Interpersonal skills

Education

QFA or IIPM qualification

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Associate Retirement Consultant

Do you have experience in pensions, insurance and/or finance? Are you eager to grow your career? This might be the role for you!

We are looking for an Associate Retirement Consultant to work closely with Retirement Consultants as the primary day‑to‑day contact for a portfolio of clients, including preparing reports, attending regular client meetings and assisting with the provision of advice to ensure client needs are met.

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 unite through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Provide support to consultants, in delivering and managing the clients in their portfolio in accordance with client servicing procedures
• Build strong relationships with consultants and clients
• Work towards managing your own portfolio of clients
• Independently respond to queries and requests from consultants, providers and clients
• Stay up to date with industry trends and developments and assist with the identification of revenue generation opportunities for existing clients
• Proactively participate in client project work as required
• Communicate with clients effectively at all levels, in order to maintain and further develop our excellent client relationships
• Attend and input into client meetings as required
• Contribute to the delivery of member presentation materials and deliver member presentations as required from time to time
• Ensure any appropriate legislative, regulatory, business, practice and professional standards are followed
• Analyze information and suggest approaches to work and prepare and review standard reports
• Identify and refer cross‑selling opportunities for the Actuarial and Investment Practices along with any other cross‑business opportunities across Aon Ireland
• Contribute to the Consultants Priorities Group by assisting and implementing structures which will result in streamlining and creating efficiencies in our client management

Skills and experience that will lead to success

• 3+ years relevant Financial/Professional services experience
• Defined Contribution (DC) pensions experience desirable
• Working towards or have achieved QFA or IIPM Professional Qualification, with relevant up‑to‑date CPD where required and meeting any relevant regulatory requirements of the role
• Experience and successful management of client service delivery
• Experience in managing multiple stakeholders and producing quality deliverables on time
• Excellent organisational and project management skills, with the ability to manage and plan for multiple projects
• Strong IT skills with working knowledge of Microsoft Excel, Word & Power Point
• Awareness of our companywide capabilities that can suit our client's needs
• High level of self‑motivation and pro‑activity
• Proactively contribute to the success of the team
• Effective problem‑solving and analytical skills to anticipate future needs/issues
• Ability to effectively plan, prioritise and execute tasks in a high‑pressure environment
• Confidence in managing client queries and expectations
• Strong communications, presentation and interpersonal skills with effective client management skills

How the opportunity is different

This is an exciting new opportunity for the successful candidate to empower their career and transition to a role that will evolve into a client‑facing consultant role within the Consulting Practice. As an Associate Retirement Consultant, you will be instrumental in adding value to our relationship with clients and ensuring we continue to deliver high‑quality, tailored solutions.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile 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.

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, relevant and valued.

Aon values an innovative and inclusive 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 are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing [e-mail] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.