Financial Planner

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$61,842 U.S. median for this role

Projected growth (BLS Employment Projections)

+1.9% - Slower

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Operations From the posting source

Seniority

Mid From the posting source

Schedule

Shift type

Not verified

Weekend work

Not verified

Application

Cover letter

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Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Financial Planner 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.

Read the full description at jobs.ubs.com. FewerJobs shows a preview and links to the original posting.