Financial Planner (m/f/d)

About the job

Raiffeisen Switzerland supports the Raiffeisen banks with a specialist team in the holistic advice of our customers in the areas of financial planning, pension provision, and inheritances.

In the area of financial planning, we are specifically building capacities to accompany the banks in pension and retirement planning topics. To strengthen our team located at Zurich Airport (The Circle) with the possibility to work partially from home, we are looking immediately or by arrangement for a flexible and independent personality as a Financial Planner (m/f/d).

• Processing and creation of financial plans on behalf of the Raiffeisen banks
• Conducting quality controls for financial plans of Raiffeisen banks
• Conducting coaching sessions for the creation of financial plans
• Supporting the Raiffeisen banks with technical questions
• Ensuring tool support

• Completed training as a financial planner or comparable education/training
• Experience in creating financial plans, preferably with Logismata software
• Very good German language skills are required
• Independent and customer-oriented working style
• Flexibility and the desire to actively shape the development of the Financial Planning Competence Center