Financial Planner
UBS · United Kingdom
As a Financial Planner, you will provide financial planning advice to UBS Wealth Management UK clients. You will work as a specialist alongside UBS client advisors. A team of Paraplanners and Administrators will help you to efficiently execute the advice and provide excellent client service.Global Wealth Management provides comprehensive financial services to wealthy private clients around the world. Its clients benefit from the entire spectrum of UBS resources, ranging from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.
Responsibilities
• understand clients' long-term financial objectives;
• provide holistic financial planning advice to clients;
• provide a high level of technical expertise and client service;
• ensure all advice complies with regulatory requirements and company policies;
• maintain up-to-date knowledge of financial markets, products, and legislation;
• 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.