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DEVERE GROUP LIMITED
Financial Advisor (m|f|x) Hero Image

Financial Advisor (m|f|x) Zürich

Financial Planning
Full-time
with management responsibilities
with employer-funded pension

Job overview

Publication
March 23, 2025
Application until
May 29, 2025
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deVere Group is the worlds leading independent financial advisory, with more than $12bn under advice from over 80,000 clients across the world.

Due to a huge global expansion, we have open opportunities for a Specialist with 5 years plus experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross border repatriation solutions and essentially British / EU and Swiss personal taxation.

Tasks

  • Generous and high-earning pay structure on all products
  • Administration
  • Compliance
  • CRM
  • Full product training
  • A weekly pay-run and a structured, defined career progression with uncapped earning capacity and world class company performance incentives.

Profile / Your qualification / Your personality

  • All candidates will need to be eligible for the BX Swiss Register and therefore be fully up to speed on all aspects of the FinSA codes and the Insurance Acts. The correct applicant will have the following minimum International finance qualifications:-
  • Chartered Insurance Institute Diploma in Regulated Financial Planning DipPFS and MCSI in wealth management from the Chartered Institute of Securities and Investments.
  • Native or bi-lingual to international business standard English is essential.
  • Full computer literacy required together with social media marketing skills preferable.
  • Collaborative and motivational attitude is highly important for a successful integration into our established sales team in Zurich.

Application

Please send CV in the first instance to Stuart Ockenden, deVere Switzerland SA and EU Head of Recruitment at stuart.ockenden@devere-group.com

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Contact

Stuart Ockenden

Stuart Ockenden

Head of European & International Regional Recruitment

Location

Mainaustrasse 21, CH-8008 Zürich