Associate Retirement Consultant

About the Role

We are seeking an Associate Retirement Consultant to collaborate closely with Retirement Consultants, acting as the primary daily contact for a client portfolio. Responsibilities will include preparing reports, attending client meetings regularly, and supporting the delivery of tailored advice to meet client requirements. This role offers a blend of virtual and on-site work at our Dublin office.

Company Overview

Aon is dedicated to enabling better decisions globally, protecting and enriching lives. Our Wealth Solutions division leads in human resource consulting and outsourcing, providing industry-leading actuarial, investment, general consulting, and pension administration services. We operate within a global framework, continuously enhancing methodologies and solutions tailored to client needs.

Key Responsibilities

• Assist consultants in managing and servicing clients according to established procedures.
• Develop strong working relationships with both consultants and clients.
• Progress towards independently managing a client portfolio.
• Address queries from consultants, clients, and providers autonomously.
• Remain informed on industry trends and help identify opportunities for revenue growth within existing accounts.
• Engage actively in client-related projects as necessary.
• Communicate effectively at all organizational levels to maintain and build client relationships.
• Participate in client meetings and contribute as needed.
• Prepare and sometimes deliver member presentation materials.
• Ensure compliance with relevant legislation, regulations, professional and business standards.
• Analyze data, develop approaches for work tasks, and review standard client reports.
• Identify cross-selling prospects for actuarial, investment, and other business areas across Aon Ireland.
• Support initiatives to streamline client management processes and increase operational efficiency within the Consultants Priorities Group.

Required Skills and Experience

• Minimum three years of relevant experience in financial or professional services.
• Experience with Defined Contribution pensions is advantageous.
• Currently pursuing or possessing QFA or IIPM professional qualification, including up-to-date CPD and meeting regulatory requirements.
• Proven success in managing client service delivery and multiple stakeholders.
• Strong organizational and project management abilities to handle multiple concurrent projects.
• Proficient in Microsoft Excel, Word, and PowerPoint.
• Familiarity with company-wide capabilities to better serve client needs.
• Self-motivated with a proactive attitude and team-oriented mindset.
• Effective problem solving and analytical skills for anticipating future challenges.
• Ability to plan, prioritize, and execute tasks efficiently under pressure.
• Confident in managing client expectations and inquiries.
• Excellent communication, presentation, and interpersonal abilities for effective client management.

Role Benefits and Culture

This position presents an opportunity to advance your career and develop into a client-facing consultant role within the Consulting Practice. Our supportive environment promotes an inclusive workforce, well-being initiatives including two global wellbeing days annually, flexible working styles, and continuous learning opportunities to help you reach your full potential.

Aon is committed to equal employment opportunities and fostering diversity. We strive to create an environment where all colleagues can be authentic and are supported throughout the hiring process with accommodations as needed.