Financial Planner

vor 1 Woche

Genf, Genf, Schweiz Skybound Wealth Management Vollzeit
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‍

Skybound will provide full support through the CII/CISI/LIBF examination process to complete the UK Level 4 Diploma and progress towards Chartered status.


Desired Skills and Experience:
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  • A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
  • UK Level 4 Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
  • A proactive and entrepreneurial attitude that has led the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.

You will benefit from:

- ‍
‍An ongoing retainer salary package
- and revenue share from business generated

  • Employment visa and Swiss work permit costs covered by Skybound
  • Medical insurance paid for by Skybound via group medical cover
**Skybound Support: - Dedicated business development support

  • Administration support provided inhouse
  • Industry exam costs covered by Skybound e.g. CISI, CII, LIBF
  • Company incentives for top performers
  • Licensing both IA and SCA licenses in the UAE. Global licensing and terms of business.


 Investment Team
  • Head of Investment Research and Investment Committee providing model portfolios, ad hoc support, weekly & quarterly market updates and ability to coattend client meetings.
  • Investment Portal online web page for clients to view up to date valuations across all providers.
  • Pension Service factsheets, TVAS reports, LOA submission and ad hoc support with pension queries. Additional coattending client meetings/calls for a fee split with an AF7 Pension Specialist.
  • Marketing a dedicated marketing team running online advertising campaigns and social media accounts, with the business development team receiving inbound enquiries. Customised new brochures for each Financial Planner.
  • Research Unit specific research team identifying profiles and contact information for thousands of prospective clients.
  • Operations & Compliance central UK team onhand to answer ad hoc queries.

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