Financial Planner

UBS Financial Services; London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

A global financial services firm is seeking a Financial Planner in London to provide holistic financial planning advice to high net worth clients. Candidates should hold a Chartered Financial Planner designation and have a deep understanding of financial planning concepts. This role offers flexible working arrangements in a diverse and inclusive environment.

Qualifications

• Must have Chartered Financial Planner designation.
• Significant experience dealing with high net worth clients is required.
• Excellent technical knowledge in financial planning necessary.

Responsibilities

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

Skills

Chartered Financial Planner

High net worth client management

Technical knowledge in financial planning

Complex problem solving

Sales expertise

Tools

Cashflow modelling software

Job description

Overview

Location: London • Job Type: Full Time • Sector: Global Wealth Management

Role: Financial Planner

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

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

Your Career Comeback

We are open to applications from career returners. Find out more about our program on the company site.

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.

We are committed to 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)
• Significant experience as a financial planner for high net worth and ultra high net worth clients with diverse backgrounds
• Excellent technical knowledge in every area of financial planning
• Ability to work through complex situations with clients and explain clearly
• Strong sales expertise and commercial focus
• Strong risk focus and 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 across four divisions and have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we embrace flexible ways of working where role permits. We offer options like part-time, job-sharing and hybrid working. Our culture and global infrastructure enable us to connect and collaborate effectively.

From gaining new experiences to acquiring knowledge and skills, our people drive our ongoing success. Ready to be part of and make an impact?

Contact Details

UBS Business Solutions SA • UBS Recruiting

Disclaimer / Policy statements

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

Notes: This description reflects the current role; terms and responsibilities may change in the future.