Financial Planner (m/f/d) 80 - 100%

Welcome to your future!

55,000 colleagues in 215 countries and territories. Together on the path to rethinking insurance every day - and shaping the future for everyone. Welcome to a strong community where you make a difference from the very beginning. Together we continue to develop!

Do you enjoy creating individual customer solutions in the area of financial and pension planning with your analytical thinking? Are you used to working as a team player in a dynamic environment with various stakeholders? And do you like working with numbers?

Become part of our team at the Centre of Competence for Financial and Pension Planning at the headquarters of the Business Unit Switzerland and prepare financial and pension plans for Zurich's sales. In this role, you support our pension specialists at the general agencies and independently and reliably prepare financial and pension plans. A small team awaits you that works constructively together and where helpfulness has the highest priority.

Find out here why Zurich Switzerland is among the "Top 3" employers in Switzerland. Become part of it and apply as a Financial Planner (m/f/d).

What you do

• You independently prepare complex financial and pension plans for sales.
• You contribute to the further development of financial planning tools and the optimisation of processes.
• You ensure knowledge transfer to internal and external partners.
• You engage in specialist committees and actively participate in projects.

What you bring

• Further training as a financial planner with a federal diploma or financial planning expert NDS HF as well as practical experience in financial and pension planning, ideally complemented by sales experience.
• Independent, structured and responsible way of working.
• Open, communicative and flexible personality with enjoyment in dealing with people.
• Knowledge of the financial planning tools from Logismata (Allfina Pro and Pension Planner).
• Confident German language skills; French and/or Italian skills are an advantage.

Your contact

Senior Talent Acquisition Consultant: Jasmina Pipic (044 628 42 50)

Additional information

Part-time or full-time: 80 - 100%

Workplace: Zurich, Oerlikon

Hybrid working: up to 40%

We look forward to your online application - even without a cover letter.
You are welcome to convince us of your motivation in a personal meeting.

Who we are

Zurich is a strong brand - more than 1.4 million Swiss customers trust our products and services. The basis of our success is our 53,000 employees worldwide who help our customers in 210 countries and territories to better understand their risks and protect themselves against them. To deliver daily performance, we offer our employees flexible working models and interesting training opportunities. As a Zurich employee, you benefit from a variety of advantages and a strong culture characterised by acceptance, diversity and team orientation.

At Zurich, we foster a culture of diversity and inclusion. Our goals and values are created to protect our employees, promote trust and help them realise their full potential. We stand for fairness and equality among our employees, regardless of gender, gender identity, sexual orientation, origin, ethnicity, religion, etc. The recruitment of our talents and recruitment processes reflect this commitment in everyday life. Join us and become part of this culture.

Why has Zurich been successful for over 150 years? See for yourself here and become part of it.

Information for recruiters

Zurich does not accept unsolicited applications from recruiters for this position. Recruiters are therefore kindly requested not to submit candidate documents to our employees or via our online career portal. We disclaim any responsibility for unsolicited applications as well as any fees and thank you for your understanding.