Financial Planner

Overview

In this Financial Planner role, you will deliver holistic financial planning for UBS Wealth Management UK clients, collaborating with client advisors and a support team. You’ll apply deep technical expertise, stay compliant with regulations, and maintain market knowledge to advise high net worth clients. You’ll build strong client relationships and support meetings, shaping tailored plans that align with clients’ long-term objectives. This position offers cross-functional collaboration and a clear impact on client outcomes and firm-wide wellbeing initiatives.

Pay / Benefits

• flexible working options when possible
• inclusive culture / diversity, equity and inclusion
• opportunity to grow
• supportive team environment
• AI-enabled workflows
• disability inclusion

Responsibilities

• understand clients’ long-term financial objectives
• provide holistic financial planning advice
• maintain up-to-date knowledge of markets, products and legislation
• ensure advice complies with regulatory requirements and policies
• build relationships with clients, client advisors and stakeholders
• attend client meetings alongside client advisors
• prepare and follow up on meeting notes and actions

Key requirements

• chartered Financial Planner
• FCA-authorised with SPS
• extensive experience with high net worth / ultra high net worth clients
• strong technical knowledge across financial planning domains
• ability to explain complex situations clearly
• strong sales focus and commercial awareness
• good understanding of regulatory environment
• knowledge of cashflow modelling software (desirable)

• clear communication
• relationship-building
• problem-solving
• holistic financial planning
• regulatory compliance
• cashflow modelling (desirable)

…