Financial Planner 80 - 100 %

Bern

Key information

Publication date:22 July 2025
Workload:80 – 100%
Place of work:Bern

Job summary

Join Valiant, a leading Swiss financial service provider, to simplify lives. Enjoy a supportive work environment with growth opportunities.

Tasks

Acquire and advise on financial planning and general advisory topics.
Create financial plans and specialized analyses for clients.
Present solutions and support clients in implementing measures.

Skills

Experience in financial planning and a related qualification required.
Strong communication skills and client-oriented approach.
Proficient in IT tools like Logismata, Excel, and PowerPoint.

Is this helpful?

Simplifying together. Because life is full of opportunities. And at the same time has become complex. That is why we are looking for employees who will drive simplicity forward together with us.

You will

acquire and advise our services in the area of financial planning as well as general pension topics
create financial plans and specific expert analyses (private/business clients and entrepreneurs)
present solutions to customers and support the active implementation of the defined measures
advise and support customers on the primary topics of power of attorney and living will, also in cooperation with network partners
identify and highlight cross-selling opportunities
support customer advisors in specialist questions
participate in customer and training events, as well as give specialist lectures
work geographically in the Espace Mittelland

You bring

practical experience in the preparation of financial plans
a completed further education in the field of financial planning (financial planner with federal diploma, federal financial planning expert, MAS Financial Consulting or SME financial expert)
up-to-date expertise and several years of professional experience in the financial services sector
enjoyment of customer contact as well as result- and goal-oriented work
independence, efficiency and accuracy and strong communication skills
IT user skills, especially Logismata, Excel and PowerPoint
bilingual German/French or good French skills (B2)
willingness to travel and mobility (driving license B)

Questions about the application process

Ms. Martina Carlen, HR consultant, will be happy to provide you with information.

About us

Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers as well as SMEs a comprehensive, easy-to-understand range of financial services. Valiant is locally anchored in the following 15 cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, Schaffhausen, Solothurn, St. Gallen, Thurgau, Vaud, Zug and Zurich. In addition, it is present throughout Switzerland thanks to innovative digital services. Valiant has a balance sheet total of 37.5 billion Swiss francs and employs over 1100 employees – including over 70 trainees.