Financial Planner
UBS
Are you a Financial Planner looking to develop within a global market leading firm?
We are looking for a Financial Planner to:
• understand clients' long-term financial objectives
• provide holistic financial planning advice to clients
• provide a high level of technical expertise and client service
• 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
We are looking for a Financial Planner to:
• understand clients' long-term financial objectives
• provide holistic financial planning advice to clients
• provide a high level of technical expertise and client service
• 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
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