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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with expert advice and relationship building.
- Company: UBS is a global leader in wealth management, operating in over 50 countries.
- Benefits: Enjoy flexible working arrangements, including hybrid options and a supportive culture.
- Why this job: Join a diverse team where your unique skills drive success and make a real impact.
- Qualifications: Chartered Financial Planner with experience in high net worth client management required.
- Other info: Open to career returners; we value diverse backgrounds and perspectives.
The predicted salary is between 28800 - 48000 £ per year.
Job Reference #
BR
City
Edinburgh, London
Job Type
Full Time
Your role
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.
Responsibilities
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.
Your team
As a Financial Planner you will form part of the Financial Planning team. You can be based in either our London or Edinburgh offices.
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. 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
About us
UBS is a leading and truly global wealth manager and the leading universal
Financial Planner employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work at UBS or similar firms. Attend industry events, webinars, and local meetups to build connections that could lead to referrals.
✨Tip Number 2
Familiarise yourself with UBS's values and culture by researching their recent initiatives and projects. This will help you align your conversations and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 3
Prepare for potential interviews by practising common financial planning scenarios and client interactions. Role-playing these situations can help you articulate your expertise and approach to client service effectively.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and regulatory changes will showcase your commitment to the profession and enhance your credibility.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner, especially with high net worth clients. Include specific achievements and relevant qualifications like being a Chartered Financial Planner.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of UBS's values and how your skills align with their needs. Mention your ability to provide holistic financial planning advice and build strong client relationships.
Highlight Technical Expertise: In your application, emphasise your technical knowledge in financial planning and any experience with cashflow modelling software. This will demonstrate your capability to handle complex financial situations.
Showcase Soft Skills: UBS values strong interpersonal skills. Make sure to illustrate your communication abilities and sales expertise in your application, as these are crucial for building relationships with clients and stakeholders.
How to prepare for a job interview at UBS
✨Understand the Role
Before your interview, make sure you thoroughly understand the responsibilities of a Financial Planner at UBS. Familiarise yourself with their approach to holistic financial planning and how they serve high net worth clients.
✨Showcase Your Technical Expertise
Be prepared to discuss your technical knowledge in financial planning. Highlight your experience with complex financial situations and your ability to explain these clearly to clients, as this is crucial for the role.
✨Demonstrate Relationship-Building Skills
UBS values strong relationships with clients and stakeholders. Share examples from your past experiences where you successfully built and maintained client relationships, showcasing your interpersonal skills.
✨Prepare for Regulatory Questions
Given the strong risk focus and regulatory environment mentioned in the job description, be ready to discuss your understanding of relevant regulations and how they impact financial planning. This will demonstrate your awareness and preparedness for the role.
