Are you an experienced financial planner, qualified, ethical and driven, but frustrated by the environment in which you work, perhaps due to lack of opportunities, support or training, or even reputational issues or questionable corporate ethics?

Are you concerned about impending legislative changes for Swiss based Financial Advisor companies and how they may affect you and your future?

Would you like to work in a team of experienced, qualified and regulated professionals with a clear vision and strong work ethic, using start of the art client management systems and financial analysis tools?

With over 15 years experience in Switzerland, we provide fully regulated, holistic cross – border financial planning advice to the expatriate community in Switzerland and across Europe.

As a result of continued growth, we are currently looking for experienced, motivated and purpose – driven Financial Planners already based in the Lake Geneva area to join our team, challenge the status quo and help our clients achieve their goals.

Already successful in your current position, you are looking to make the next step in your career in financial planning services by moving to a progressive, forward-looking company with strong local strategic relationships.

What we offer

  • A basic salary, reviewed annually, with company pension and insurance provided

  • Unlimited Bonus potential

  • Structured Fund Advisor fees on assets managed

  • A para planner to help you focus on your key tasks

  • Profit Share from year two onwards, subject to meeting targets

  • Fully regulated and compliant environment

  • Strategic relationships with partners across the region

  • Ongoing Professional and Regulatory Training

What we are looking for

We have high expectation from our advisors, and expect the following skills, attributes and experience:

  • Minimum 3 years’ experience in the financial planning or related industry

  • Level 4 UK Diploma qualified, or equivalent

  • Strong organisational skills

  • Excellent communicative and interpersonal skills

  • Self-motivated but also able to work effectively as a team player

  • A proven track record for setting and achieving goals in an advisory / client relationship role in financial services

For a challenging and rewarding career, send your CV and letter of motivation to