ERP Solution Architect Microsoft Dynamics 365 for Finance and Operations (f / m / d)

Financial Planner - Switzerland

Location: Geneva, Switzerland

Type: Full Time

A prestigious financial advisory firm with a global presence and nearly 15 years of establishment in Geneva, Switzerland, is seeking a Financial Planner. The firm is renowned for its exceptional advice proposition, which has significantly increased client demand. Catering to a vast clientele across Switzerland, the firm has become a leading figure in the financial sector.

The Financial Planner will engage both face-to-face and online with clients throughout Switzerland, who have reached out through inbound marketing strategies or through direct outreach methods like LinkedIn and email. The role will primarily focus on lump sum investing, portfolio management, retirement planning, regular savings, and advice on the Swiss insurance and three-pillar pension schemes. Successful candidates will collaborate closely with marketing, business development, and paraplanning teams to facilitate day-to-day client meetings and contribute to the growth of their client portfolios.

The firm offers comprehensive support through the CII/CISI/LIBF examination process, aiding financial planners in achieving the UK Level 4 Diploma and progressing towards Chartered status.

Desired Skills and Experience:

• A proven track record in an Advisory/Relationship Management role within the financial services sector (e.g., banking, brokerage, or IFA).
• A minimum qualification of a UK Level 4 Diploma or its international equivalent, with a preference for those who are Chartered.
• A proactive and entrepreneurial mindset that drives new business generation while maintaining client relationships effectively and holistically.

Benefits Include:

• 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), with costs covered.
• 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.

This opportunity is ideal for individuals seeking to advance their careers within a supportive and dynamic environment, offering a path towards professional growth and the ability to make a significant impact in the lives of their clients.