Financial Planner

 Job Specifications

United Advisers Group is one of Europe’s leading, regulated Financial Advisers. Due to expansion within their financial team, they are now looking for Financial Planners in Luxembourg, Madrid and Geneva plus additional locations, to start with immediate effect.

As a Financial Planner you will be expected to make a fully engaged contribution to the vision of the business. You will have relevant industry qualifications and experience and will embrace a concentration on financial planning (investment analytics and solutions) and client relationship development.

Roles & Responsibilities:

  • Representing United Advisers Group at industry functions, such as the local Chamber of Commerce.
  • Holding client seminars.
  • Investment Analysis
  • Scheduling and attending client meetings in order to work closely to capture evolving short term and long term client needs which insures client confidence in the advisor team.
  • Pursuing new client relationships.
  • Lead and manage a Client Relationship Manager/Para-planner.
  • Lending your strengths toward achieving the shared business vision in collaboration with the internal team.

The fulfilled role of the Financial Planner will contribute to the development of our Financial Planning business, overseeing the financial planning and client relationship services in line with the overall business vision.

Advantageous Skills:

  • The Financial Planner has an undergraduate degree in a field relevant to client counseling such as economics, financial planning or investment analysis
  • Has experience leading or working within a sales team

Job Requirements:

  • Minimum three years’ experience within top level private banking/asset management/Financial Planning/financial advisory
  • No record of client dissatisfaction or regulatory sanctions
  • Personal and professional manager
  • Proven track record in client relationship management and acquisition
  • Self-motivated, dynamic personality with an ability to work independently
  • Fluent in English, another language would be an advantage.

With this role, the opportunities are endless as we are a leading, growing advisory business. So if you are interested in furthering your career in Madrid, Luxembourg, Geneva or another city or region, please apply today as the positions are immediate start!

To apply, please send your CV and a motivational letter by e-mail to Please make sure you quote the job title and location you are applying for in the subject of your e-mail.

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