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Job description
Aon is seeking a Financial Coach to deliver pension and financial education presentations and one-to-one guidance to client employees. The role involves developing and delivering high-quality member presentations, creating new fee revenue, and helping employees improve their financial wellbeing through personalized guidance and actionable plans.
The primary responsibilities include developing and delivering member presentations for Aon Pension products, trust-based clients, Aon Retirement Service, and Financial Wellbeing seminars. The role requires delivering presentations, conducting one-to-one guidance sessions, developing new fee revenue from existing clients, and maintaining a personal utilization target of a minimum of 4 days per week of client-facing work.
The ideal candidate will have DC pensions experience, strong presentation skills, and a passion for helping people. A Diploma in Regulated Financial Planning would be advantageous. The role requires a confident and engaging presenter who understands the power of face-to-face communication and can deliver excellent feedback.
Aon offers a comprehensive benefits package, including two Global Wellbeing Days annually, an inclusive work environment, and opportunities for continuous learning. The company provides flexible working solutions, encourages diversity, and supports professional growth. Employees can expect an environment that values innovation, authenticity, and personal development.
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