Financial Planner, IRC

  • Industry: Financial services and advice / Trust
  • Type of contract: Permanent
  • Working pattern: Full-time (100%)
  • Category: Insurance
  • Sub-category: Counsellor / Insurance Specialist
  • Application date: 04-08-2021
  • Application deadline: 31-08-2021

Role: Financial Planning Advisor

Location: Nyon, Vaud, Switzerland


Our client, a boutique financial planning firm is expanding its operation, seeking to bring on board a qualified and experienced financial consultant to join their office in Nyon.


The Firm

Established in 2017, they are a start-up with a sound business model, process-driven, strong cash flow, and an experienced management team. Having invested heavily in technology, they have developed a unique Client Portal and Prospect Management System which allows our Consultants to follow a well-defined and successful sales process over the phone remotely throughout Switzerland, without having to leave the office.


The Role

Provide holistic, Swiss Financial-Planning Services to a wide range of International Professionals (foreigners established in Switzerland for a month to twenty years) in order to help them achieve their Financial Goals and make the most of their life in Switzerland. Advise on Swiss pillars, investments, pensions, tax, etc.

The Ideal Candidate

A career-driven individual who worked in the field for at least 2 years and has an understanding of the financial landscape and obtained financial qualifications (CII or CISI preferred).

The Package

Industry-competitive fixed salary, lead generation support, and meetings booked by coordinators.

OTE Year1: CHF 90,000, Year2: CHF 120,000+

  • Email:
  • Contact Name: Costin Marin

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