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Senior Financial Planner

Full Time

Zug, Switzerland

Job Description

As a leading organisation in our sector with offices based across the globe, Skybound Wealth Management have developed a unique advice proposition which has led to a significant increase in client demand across Switzerland. We have been established in Geneva for over 15 years and are now looking to expand with a new office in Zug to cover the northern part of the country.

As a Senior Financial Planner in Zug, you will work in a face to face and online capacity with clients across the north of Switzerland who have made contact with Skybound Wealth via our inbound marketing strategies or colder outreach using tools such as LinkedIn and email.

Advice in this team will primarily focus on lump sum investing and portfolio management, retirement planning and regular savings, as well as advice on the swiss insurance and three pillar pension schemes. The successful candidates will be working closely with their respective marketing, business development and paraplanning teams who will assist them with the generation of day to day client meetings, alongside the overall growth of their client books.

Skybound will provide full support through the Switzerland visa and work permit processes, as well as sponsorship to reach Chartered status.

Key Duties
Desired Skills and Experience
  • A proven track record of success in the international advice industry, with a particular focus on UK pension transfer advice.
  • UK Level 4 Diploma minimum qualification.
  • A pro-active attitude that has led the generation of new business, whilst effectively maintaining client relationships in a holistic fashion.
  • Ideally experience operating within the Swiss market.
  • An ongoing retainer salary package.
  • 50% - 60% revenue share from new business generated
  • 50% of service fee paid to financial planners on all assets under management
  • At Financial Planner level in 2018, the average earnings across the business were £156,479. Top performer £585,364
  • 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 from an in-house team
  • Administration support provided in-house
  • Industry exam costs covered by Skybound e.g. CISI, CII, LIBF
  • Company incentives for top performers
  • Licensing – ARIF via FINMA licensed in Switzerland. Global licensing and terms of business elsewhere.
  • Investment Team – Head of Investment Research and Investment Committee providing model portfolios

Apply Today

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