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Financial Planning Expert

vor 1 Monat

Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

We are seeking a talented Financial Planner to join our team at Click and Connect Online Limited in Geneva, Switzerland.

Job Summary:

The successful candidate will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management, retirement planning, and regular savings. They will also advise clients on the Swiss insurance and three-pillar pension schemes.

About the Role:

This is an exciting opportunity for a skilled financial advisor to advance their career within a dynamic environment. As a Financial Planner, you will work closely with our marketing, business development, and paraplanning teams to facilitate client meetings and contribute to the growth of client portfolios.

Responsibilities:

  • Provide expert financial planning services to clients across Switzerland
  • Advise clients on lump sum investing, portfolio management, retirement planning, and regular savings
  • Provide guidance on the Swiss insurance and three-pillar pension schemes
  • Collaborate with marketing, business development, and paraplanning teams to facilitate client meetings and grow client portfolios
  • Support clients in achieving their financial goals

Requirements:

  • A minimum qualification of a UK Level 4 Diploma or its international equivalent
  • Proven track record in an Advisory/Relationship Management role within the financial services sector
  • Desirable skills include entrepreneurial mindset, ability to drive new business generation, and maintain client relationships effectively

What We Offer:

  • An attractive salary package with a revenue share from business generated
  • Coverage of employment visa and Swiss work permit costs
  • Comprehensive medical insurance
  • Support in achieving industry certifications (e.g., CISI, CII, LIBF)
  • Business development and administrative support
  • Licensing support, including IA and SCA licenses in the UAE, with global licensing and terms of business agreements
  • Access to an investment team providing model portfolios, market updates, and support in client meetings
  • A dedicated investment portal for clients to view up-to-date valuations
  • A pension service offering comprehensive support, including co-attendance at client meetings with a pension specialist for an additional fee split
  • A robust marketing framework including online advertising, social media management, and customized brochures for each planner
  • A research unit dedicated to identifying potential clients
  • Operations and compliance support from a central team ready to assist with queries

Estimated Salary: CHF 80,000 - CHF 120,000 per annum, depending on experience and qualifications.