Senior Financial Planner (m/f) 80–100%

Job description

As a Senior Financial Planner (m/f) with us, you will be responsible for providing comprehensive, tailored advice to clients on retirement planning, pensions, wealth management, and taxes. Your responsibilities will include:

• Provide comprehensive, tailored advice to clients (particularly in the Private Banking, Key Clients, and S&E segments) on retirement planning, pensions, wealth management, and taxes
• Development of comprehensive financial, retirement, and tax plans
• Participate in the creation and implementation of internal training courses and presentations as well as customer events

Requirements

We are looking for an experienced financial planner with the following qualifications:

• Several years of experience as a financial planner
• Experience in pension adjustment optimization, salary vs. dividend comparisons, and tax optimization
• Professional continuing education as a Certified Financial Planner, Financial Planning Specialist, and MAS in Financial Consulting
• Enjoy interacting with people and have the ability to inspire customers
• Self-motivated, dedicated, and solution- and results-oriented, with strong negotiation skills
• Strong communication skills and the ability to explain complex financial matters in a way that is understandable, simple, and clear

We offer

We offer an attractive work environment with the following benefits:

• Flexible working hours, options for working from home
• An unpaid, flat-structured team spirit
• Interesting development opportunities - and we are on hand with help and advice
• An all-round good employment package