Chartered Financial Planner High Net Worth Clients
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-06-21
Listing for:
UBS
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: City of Edinburgh
UBS is seeking a Financial Planner in Edinburgh to provide financial planning advice to Wealth Management UK clients. You will work alongside UBS client advisors and receive support from Paraplanners and Administrators to ensure excellent client service.
Successful candidates will possess a Chartered Financial Planner qualification and have experience working with high net worth clients. The role requires strong sales expertise and a good understanding of the financial regulations.
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