Financial Planner

Role Overview

As a Financial Planner with UBS Wealth Management UK, you will deliver expert financial planning advice to clients of considerable wealth. Working closely alongside UBS client advisors, you will leverage the assistance of Paraplanners and Administrators to effectively implement advice and uphold exceptional client service standards.

Company Background

UBS Global Wealth Management offers extensive financial solutions to affluent private clients internationally, utilizing comprehensive resources spanning investment management, estate planning, corporate finance advisories, and tailored wealth management products.

Key Responsibilities

• Gain a deep understanding of clients' long-term financial goals.
• Deliver comprehensive and integrated financial planning strategies.
• Bring advanced technical financial expertise and provide outstanding client support.
• Ensure all advice adheres strictly to regulatory requirements and internal policies.
• Keep abreast of developments in financial markets, products, and relevant legislation.
• Develop robust relationships with clients, client advisors, and other key stakeholders.
• Accompany client advisors during client meetings.
• Prepare and finalize detailed meeting notes along with necessary follow-up actions.

Team Environment

You will be part of the Financial Planning team, based at the Edinburgh office, working collaboratively to meet client needs.

Commitment to Diversity

UBS values diversity, equity, and inclusion initiatives to enhance growth and business value and foster an inclusive workplace.

Qualifications and Experience

• Chartered Financial Planner status, FCA-regulated with a current Statement of Professional Standing (SPS).
• Solid background providing financial planning to high net worth and ultra-high net worth clients from diverse professions.
• Extensive technical proficiency across all aspects of financial planning.
• Strong aptitude for navigating complex client scenarios and communicating clearly and coherently.
• Exceptional sales skills paired with a clear commercial orientation.
• Vigilant approach to risk management and a thorough grasp of regulatory frameworks.
• Familiarity with cashflow modeling software is advantageous.
• Interest in exploring AI applications to enhance financial planning workflows, maintaining alignment with governance, risk, and ethical standards.

About UBS

UBS is an established global wealth manager and Switzerland’s premier universal bank, with headquarters in Zurich and presence in over 50 markets worldwide. We emphasize teamwork, diversity, and innovation, including using artificial intelligence to improve work processes. UBS is committed to equal opportunity, disability inclusion, and providing reasonable adjustments throughout recruitment.