Financial Planner

UBS; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

A leading financial firm, UBS, seeks a Chartered Financial Planner with extensive experience to assist high net worth clients. The role demands excellent communication and sales skills, alongside a strong technical knowledge of financial planning. Ideal candidates will possess a deep understanding of regulatory frameworks and risk management.

Qualifications

• Experience as a financial planner for high net worth clients.
• Ability to explain complex financial situations clearly.
• Strong understanding of the regulatory environment.

Responsibilities

• Work through complex situations with high net worth clients.
• Provide expert financial planning advice.
• Ensure compliance with regulatory standards.

Skills

Technical knowledge in financial planning

Sales expertise

Risk focus

Clear communication

Education

Chartered Financial Planner qualification

Tools

Cashflow modelling software

Job description

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 the company

UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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