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Financial Planner
- Accounting / Finance
- London
- 1 week ago
- $ - $
- Full Time
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 Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
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.
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
