Avadis Vorsorge AG
Aarau
3 months ago
Senior Financial Planner 80-100%
- 12 February 2026
- 80 – 100%
- Permanent position
- Aarau
Job summary
Join a dynamic team in a central role with flat hierarchies. Enjoy the opportunity for personal growth and development.
Tasks
- Provide independent advice on finance, retirement, and tax planning.
- Create financial plans, retirement analyses, and tax declarations.
- Support clients with estate planning and healthcare directives.
Skills
- Financial planner qualification or equivalent with 3 years' experience.
- Excellent personal consultation skills and customer awareness.
- Strong analytical thinking and very good German; English is a plus.
Is this helpful?
About the job
Your Tasks
- Independent client consulting for private individuals and SME owners in the areas of financial, pension, and tax planning as well as succession planning
- Preparation of financial plans, pension analyses, and tax returns
- Support and advice on estate planning, pension mandates, and living wills
- Consultations and management of occupational pension scheme mandates
- Taking over and maintaining a client portfolio as well as acquisition activities to expand the client portfolio
- Organisation and execution of retirement seminars and workshops on pension topics as well as preparation of presentations and lectures
- Assuming various representation duties as well as independently handling administrative tasks and correspondence
Your Profile
- Qualification as a financial planner with a federal diploma, certified financial planning expert NDS HF or comparable education
- At least 3 years of experience in financial and tax planning as well as insurance pension provision
- Enjoyment of personal consulting and a good sense of client needs
- Networked thinking as well as pronounced conceptual and analytical skills
- Very good German skills, English skills are an advantage
Our Offer
- Central role in a motivated team and a dynamic company with flat hierarchies and short decision-making paths
- Lots of creative freedom and the opportunity to actively participate in the process
- Training and development opportunities
- Progressive employment conditions
- Modern offices directly next to Aarau station
