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For Companies At a Glance
- Tasks: Provide tailored financial planning advice and build strong client relationships.
- Company: Leading wealth management firm with a focus on client success.
- Benefits: Attractive working environment and diverse career opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Chartered Financial Planner designation and experience with high net worth clients.
- Other info: Collaborative culture with a commitment to compliance and excellence.
The predicted salary is between 43200 - 72000 £ per year.
A leading wealth management firm is looking for a Financial Planner in London or Edinburgh to provide tailored financial planning advice to clients. The ideal candidate will have a Chartered Financial Planner designation, excellent technical knowledge, and experience with high net worth clients.
Responsibilities include:
- Ensuring compliance with regulations
- Building client relationships
- Working with a team of advisors
An attractive working environment with diverse opportunities is offered.
Chartered Financial Planner – Wealth Management employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner – Wealth Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector. Attend industry events or webinars to meet potential employers and showcase your Chartered Financial Planner skills.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss compliance regulations and how you’ve built relationships with high net worth clients in the past. We want to see your expertise shine!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for tailored opportunities that fit your Chartered Financial Planner profile perfectly!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
We think you need these skills to ace Chartered Financial Planner – Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Chartered Financial Planner designation and relevant experience with high net worth clients. We want to see how your skills align with the role, so don’t hold back on showcasing your technical knowledge!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can contribute to our team. We love seeing genuine enthusiasm, so let your personality come through.
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant experience or training you have in this area. We appreciate candidates who understand the importance of regulations and can navigate them effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at UBS
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth management and financial planning. Be prepared to discuss specific strategies you've used with high net worth clients, as this will show your expertise and confidence in the field.
✨Build Rapport
Since building client relationships is key, practice how you can connect with interviewers. Use active listening and engage in a friendly manner. Share relevant experiences that highlight your ability to foster strong relationships with clients.
✨Understand Compliance
Familiarise yourself with the latest regulations in wealth management. Be ready to discuss how you ensure compliance in your previous roles. This shows that you take your responsibilities seriously and are up-to-date with industry standards.
✨Team Player Mindset
Highlight your experience working in teams of advisors. Prepare examples of how you've collaborated with others to achieve client goals. This will demonstrate that you can contribute positively to their team dynamic.
