Financial Planner

UBS; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading global financial firm is seeking a Financial Planner based in London to provide exceptional financial planning advice. The successful candidate will have experience in high net-worth client management and the ability to offer comprehensive financial solutions. This role offers extensive career development opportunities within a diverse and inclusive environment.

Qualifications

• Experience as a financial planner for high net worth clients.
• Strong ability to explain complex situations clearly.
• Excellent technical knowledge in financial planning.

Responsibilities

• Understand clients' financial objectives and provide advice.
• Build relationships with clients and stakeholders.
• Prepare meeting notes and follow-ups.

Skills

Technical expertise

Sales expertise

Client relationship management

Regulatory understanding

Cashflow modelling

Education

Chartered Financial Planner qualification

Pensions Transfer Specialist exams (G60 or equivalent)

Job description

Join to apply for the Financial Planner role at UBS

Join to apply for the Financial Planner role at UBS

Job Reference #
310181BR

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 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?

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.

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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at UBS by 2x

Get notified about new Financial Planner jobs in London, England, United Kingdom.

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 4 weeks ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 5 days ago

London, England, United Kingdom 1 day ago

Finance Analyst - Financial Planning & Analysis

Watford, England, United Kingdom 1 week ago

Greater London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 days ago

London, England, United Kingdom 2 months ago

Greater London, England, United Kingdom 1 day ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 2 months ago

London, England, United Kingdom 2 months ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 4 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.