Job Reference #330346BRCityEdinburghJob TypeFull Time Key responsibilitiesAs a Financial Planner, you will provide financial planning advice to UBS Wealth Management UK clients. 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; ensure all advice complies with regulatory requirements and company policies; maintain up-to-date knowledge of financial markets, products, and legislation; The teamAs 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. chartered Financial Planner. 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 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 do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical useAbout usUBS 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. We know that great work is never done alone. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Contact DetailsUBS Business Solutions SAUBS RecruitingDisclaimer / Policy statementsUBS is an Equal Opportunity Employer. Financial AdvisorsBusiness Divisions:
Private Client Financial Planner in Edinburgh employer: UBS
UBS is an exceptional employer, offering a dynamic work environment in London where collaboration and innovation thrive. As a CCP Risk Manager, you'll benefit from a culture that prioritises employee growth, providing opportunities to tackle complex challenges while utilising cutting-edge AI technologies. With a commitment to inclusivity and flexible working options, UBS ensures that every team member can contribute meaningfully to our collective success.
