Financial Planner
vor 3 Wochen
At Skybound, we're committed to delivering exceptional financial services to our clients. As a Financial Planner, you'll play a vital role in helping individuals and families achieve their financial goals.
About the RoleWe're seeking a highly motivated and experienced Financial Planner to join our team in Geneva. As a key member of our advisory team, you'll be responsible for providing expert advice on lump sum investing, portfolio management, retirement planning, and regular savings. You'll also work closely with our marketing, business development, and paraplanning teams to generate new business and grow your client base.
Key Responsibilities- Provide expert financial advice to clients on investment strategies and portfolio management
- Develop and implement personalized financial plans to meet clients' goals and objectives
- Work closely with the marketing and business development teams to generate new business and grow client relationships
- Collaborate with the paraplanning team to ensure seamless client service delivery
As a Financial Planner with Skybound, you'll enjoy a competitive salary package, revenue share from business generated, and comprehensive support to help you succeed in your role. You'll also benefit from our dedicated business development support, administration support, and industry exam costs covered by the company.
Requirements- UK Level 4 Diploma (or equivalent) minimum qualification
- Proven track record of success in an advisory or relationship management capacity
- Entrepreneurial attitude with a focus on generating new business and maintaining client relationships
We're committed to helping you achieve your career goals and providing you with the support and resources you need to succeed. If you're a motivated and experienced Financial Planner looking for a new challenge, we'd love to hear from you.
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