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- Tasks: Provide expert financial planning advice to high net worth clients and collaborate with a dynamic team.
- Company: UBS, a global leader in wealth management and investment banking.
- Benefits: Flexible working options, professional growth opportunities, and a supportive team environment.
- Other info: Join a diverse team committed to inclusion and innovation in financial services.
- Why this job: Make a real impact on clients' financial futures while developing your skills in a collaborative setting.
- Qualifications: Chartered Financial Planner with experience in high net worth client management.
The predicted salary is between 28800 - 48000 £ per year.
Your role as a Financial Planner involves providing financial planning advice to UBS Wealth Management UK clients. You will work as a specialist alongside UBS client advisors, supported by a team of Paraplanners and Administrators to efficiently execute advice and provide excellent client service.
Global Wealth Management offers comprehensive financial services to wealthy private clients worldwide, benefiting from the entire spectrum of UBS resources, including investment management, estate planning, corporate finance advice, and specific wealth management products and services.
Responsibilities:
- Understand clients' long-term financial objectives.
- Provide holistic financial planning advice to clients.
- Deliver 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 clients, client advisors, and other stakeholders.
- Attend client meetings alongside client advisors.
- Prepare and complete meeting notes and follow-ups.
Your team:
As a Financial Planner, you will be part of the Financial Planning team, based in either our London or Edinburgh offices.
Diversity helps us grow together. We are committed to fostering and advancing diversity, equity, and inclusion, which 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).
- Significant 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.
- Able 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 global wealth manager and the leading universal bank in Switzerland, providing diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS operates in more than 50 markets worldwide.
We believe that great work is never done alone, which is why we place collaboration at the heart of everything we do. Together, we are more than ourselves.
At UBS, we prioritise our people, with their diverse skills, experiences, and backgrounds driving our ongoing success. We are dedicated to our craft and passionate about putting our people first, offering new challenges, a supportive team, opportunities to grow, and flexible working options when possible. Our inclusive culture brings out the best in our employees, regardless of where they are on their career journey. We also leverage artificial intelligence (AI) to work smarter and more efficiently.
We are committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements: UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.
Financial Planner in Edinburgh employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Edinburgh
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your technical knowledge and experience. Share specific examples of how you've helped clients achieve their financial goals. This will show them you’re not just another candidate, but someone who can truly add value.
✨Be Prepared for Interviews
Do your homework before any interview! Understand UBS’s values, their approach to wealth management, and the specific needs of high net worth clients. Prepare questions that show you’re genuinely interested in how you can contribute to their team.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really keen on joining the UBS family.
We think you need these skills to ace Financial Planner in Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planner role. Highlight your experience with high net worth clients and your technical expertise in financial planning. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills align with the responsibilities mentioned in the job description. Use specific examples to illustrate your ability to provide holistic financial advice and build strong client relationships.
Keep It Professional Yet Personal: While we appreciate professionalism, don’t be afraid to let your personality shine through. Share your passion for financial planning and how you approach complex situations with clients. We love a good story that shows your commitment to client service!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at UBS
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge in financial planning. Be ready to discuss various financial products, market trends, and regulatory requirements. This will show that you're not just a candidate but a knowledgeable professional who can provide valuable insights.
✨Understand the Client's Perspective
Before the interview, think about the long-term financial objectives of high net worth clients. Prepare examples of how you've successfully navigated complex situations with clients in the past. This will demonstrate your ability to empathise and build strong relationships, which is crucial for this role.
✨Showcase Your Team Spirit
UBS values collaboration, so be prepared to talk about your experience working in teams. Share specific instances where you’ve collaborated with client advisors or paraplanners to achieve a common goal. Highlighting your teamwork skills will resonate well with their culture.
✨Ask Insightful Questions
Prepare thoughtful questions about UBS’s approach to wealth management and their commitment to diversity and inclusion. This shows that you’re genuinely interested in the company and its values, and it gives you a chance to assess if they align with your own career goals.