Financial Planner

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.
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
About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. Read more