Financial Planner

Vor 3 Tagen

Geneve, 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**:‍
- 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 pro-active 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 in-house
- 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 co-attend 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 co-attending 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 on-hand to answer ad hoc queries.

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