Financial Planner

Responsibilities

• Provide holistic financial planning advice to high net worth and ultra high net worth clients
• Understand clients' long-term financial objectives and deliver high-level technical expertise
• Ensure all advice complies with regulatory requirements and company policies
• Build and maintain strong relationships with clients, client advisors, and other stakeholders
• Attend client meetings alongside client advisors and manage meeting notes and follow-ups
• Maintain up-to-date knowledge of financial markets, products, and legislation

Requirements

• Chartered Financial Planner status
• FCA-authorised and regulated with a valid Statement of Professional Standing (SPS)
• Extensive experience as a financial planner for HNW and UHNW clients
• Excellent technical knowledge across all areas of financial planning
• Strong commercial focus and sales expertise
• Deep understanding of the regulatory environment and a strong risk focus
• Ability to explain complex financial situations clearly and concisely

Preferred Qualifications

• Knowledge of cashflow modelling software

About the Company

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities, serving clients in more than 50 markets around the globe.