Financial Planner

As a Financial Planner, you will provide financial planning advice to UBS Wealth Management UK clients. You will work as a specialist alongside UBS client advisors. A team of Paraplanners and Administrators will help you to efficiently execute the advice and provide excellent client service. Global Wealth Management provides comprehensive financial services to wealthy private clients around the world.

Its clients benefit from the entire spectrum of UBS resources, ranging from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.

• understand clients' long-term financial objectives;
• provide holistic financial planning advice to clients;
• provide a high level of technical expertise and client service;
• ensure all advice complies with regulatory requirements and company policies;
• maintain up-to-date knowledge of financial markets, products, and legislation;
• 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. As a Financial Planner you will form part of the Financial Planning team and you will be based in our Edinburgh office. 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.
• chartered Financial Planner. FCA-authorised and regulated, with a valid Statement of Professional Standing (SPS).
• 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
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers .