Financial Planner

Financial Planner

2026-10-09T00:00:00

Location: Kirkliston, Edinburgh, GB, EH29 9

Application Deadline: 2027-01-08T11:01:52.607

Company: UBS

Key responsibilities

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.

• 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

The team

As a Financial Planner, you will form part of the Financial Planning team and you will be based in our Edinburgh office. 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 skills and experience

• Chartered Financial Planner. FCA-authorised and regulated, with a valid Statement of Professional Standing (SPS)
• 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
• Curious to explore how AI can improve how we build, deliver, and optimize workflows, using sound judgment to validate outputs and align with policies, risk standards, and ethical use

About us

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

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences, and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow, and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion, and if you need reasonable accommodations/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.

Additional Information

Region: United Kingdom

Position: Financial Advisors

Division: Global Wealth Management

#s1-Gen

Job Reference #330346BRCityEdinburghJob TypeFull Time Key responsibilitiesAs 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.The teamAs a Financial Planner you will form part of the Financial Planning team and you will be based in our Edinburgh office.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 skills and experience chartered Financial Planner. FCA-authorised and regulated, with a valid Statement of Professional Standing (SPS). 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 you're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical useAbout usUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.Join usAt UBS, we know that it's our people, with their diverse skills, experiences
and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.Contact DetailsUBS Business Solutions SAUBS RecruitingDisclaimer / Policy statementsUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.: United Kingdom: Financial Advisors: Global Wealth Management