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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.
Join to apply for the Financial Planner role at UBS
Join to apply for the Financial Planner role at UBS
Job Reference #
310181BR
Job Type
Full Time
Your role
Are you a Financial Planner looking to develop within a global market leading firm?
We are looking for a Financial Planner to:
- understand clients\’ long-term financial objectives
- provide holistic financial planning advice to clients
- provide a high level of technical expertise and client service
- 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
The Financial Planning team is part of Advisory & Sales UK, which brings together product specialists involved in product development, coverage/sales support and execution to provide high quality services to its Wealth Management client segments.
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 and appropriate exams to act as a Pensions Transfer Specialist – e.g. G60 or equivalent
- 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 the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it\’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Other
-
Industries
Banking, Financial Services, and Investment Banking
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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.
