Senior Financial Planning and Retirement Planning Consultant

Tasks

As a Senior Financial Planning and Retirement Consultant, you are responsible for supporting clients. You are always available to your clients and assist them with their financial planning and retirement needs.

Requirements

We're offering you this position if you:

• professional education and training, such as a college degree and relevant continuing education as a financial planner (CFP, financial planning expert, MPS in Financial Consulting)
• have several years of experience and up-to-date knowledge in financial planning (pension planning, wealth management, investment advice, and tax consulting), ideally also in private banking or at a corporate & executive firm
• have knowledge of banking and insurance operations and/or retirement products
• You enjoy providing competent and reliable support to both internal and external clients
• have a valuable and analytical mindset

We offer

We offer you:

• Flexible working hours with a flexible vacation policy
• Employee discounts on most banking services (e.g., accounts, cards, mortgages)
• Annual Work Plan: Schedule time off around key events throughout the year
• Registration courses: We support you in your education and professional development
• Attractive compensation: We offer you a wide range of options for retirement planning or our own pension plan
• Mobile Office Option: You decide how much time you spend in the office