Financial Planner

UBS; City of Westminster; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global financial services company in the UK is looking for an experienced financial planner to provide expert advice to high net worth clients. Ideal candidates will have a Chartered Financial Planner certification and a strong track record in financial planning. The role includes attending client meetings, providing holistic financial strategies, and building solid relationships. Flexible working options are provided.

Qualifications

• Chartered Financial Planner or equivalent.
• Extensive experience with high net worth clients.
• Ability to navigate complex client situations.

Responsibilities

• Understand and prioritize client financial objectives.
• Provide comprehensive financial planning advice.
• Attend client meetings and prepare follow-up notes.

Skills

Chartered Financial Planner

Technical financial planning knowledge

Sales expertise

Client relationship management

Regulatory understanding

Tools

Cashflow modelling software

Job description

Responsibilities

• understand clients' long-term financial objectives
• provide holistic financial planning advice to clients
• provide a high level of technical expertise and client service
• build strong relationships with the clients, client advisors and other stakeholders
• attend client meetings alongside the client advisors
• preparation and completion of meeting notes and follow ups

Qualifications

• Chartered Financial Planner and appropriate exams to act as a Pensions Transfer Specialist - e.g. G60 or equivalent
• A good deal of previous experience as a financial planner for high net worth and ultra high net worth clients with diverse backgrounds and professions
• excellent technical knowledge in every area of financial planning
• ability to work through complex situations with clients and explain clearly and concisely
• very good sales expertise and strong commercial focus
• strong risk focus and excellent understanding of the regulatory environment
• knowledge of cashflow modelling software would be desirable

Company and culture

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

About UBS

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact? UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.