Job offer
Financial planner
We are looking for a Financial Planner (m/f/d) for our office in Berne to advise clients on financial planning, pension issues and retirement and design solutions. The position offers a working time of 80-100%.
Job description
Tasks
- acquire and process our services in the area of financial planning and general pension issues
- Create financial plans and specific specialist analyses (private clients/business clients and companies)
- Designing and supporting solutions for the purchase of products and the handling of complex issues
- Customers on the priority topics of pension provision/investment and retirement in connection with
Requirements
- Practical experience in the preparation of financial plans
- Completed further training in the field of financial services (e.g. Swiss Federal Diploma, Swiss Federal MAS Financial Counseling or Swiss Federal Financial Planner)
- Independent expertise and several years of professional experience in the financial services sector
- Enjoy customer contact and results- and solution-oriented work
We offer
No explicit benefits mentioned.Place and time of work
- Place of work: Bern
- Working hours: 80 - 100 %
Job details
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