Financial Planner

UBS Financial Services; London; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading global wealth management firm is seeking a Financial Planner to join their Advisory & Sales UK team. This role involves providing expert financial planning advice, building client relationships, and ensuring high levels of client service. Candidates should have a strong technical background and experience with high net worth clients. UBS promotes diversity and offers flexible working arrangements, ensuring a supportive and inclusive environment.

Benefits

Flexible working arrangements

Diversity and inclusion programs

Qualifications

• Chartered Financial Planner and exams like G60 or equivalent required.
• Experience with high net worth and ultra high net worth clients.
• Strong technical knowledge in financial planning.

Responsibilities

• Understand clients' long-term financial objectives.
• Provide holistic financial planning advice to clients.
• Build strong relationships with clients and stakeholders.

Skills

Financial Planning

Client Relationship Management

Sales Expertise

Regulatory Knowledge

Risk Management

Education

Chartered Financial Planner

Tools

Cashflow Modelling Software

Job description

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=316582

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Financial Planner

United Kingdom

Client advisory / Relationship management

Global Wealth Management

Job Reference #

310181BR

City

London

Job Type

Full Time

Your role

Are you a Financial Planner looking to develop within a global market leading firm?

We are looking for a Financial Planner to:

• 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

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback .

Your team

The Financial Planning team is part of Advisory & Sales UK, which brings together product specialists involved in product development, coverage/sales support and execution to provide high quality services to its Wealth Management client segments.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• 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

About us

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.

Join us

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.

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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Financial Planner | UBS - Experienced professionals - job boards

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