Entry Level - Financial Planner

ZipRecruiter; Lancaster; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading financial planning company seeks a Financial Planner to work with businesses and individuals towards financial freedom. The role involves building client relationships, providing financial solutions, and requires coachability and a strong work ethic. Candidates will benefit from mentorship and training support for industry exams.

Benefits

Study material and sponsorship for financial exams

Initial stipends to subsidize income

Collaboration and mentorship from experienced advisors

Cutting-edge technology tools

Team-based environment promoting collaboration

Qualifications

• Independent, self-motivated and goal-oriented.
• Able to be pushed out of comfort zone.

Responsibilities

• Partner with senior advisors.
• Develop and maintain long-term relationships with clients.
• Provide financial planning solutions through fact finding.

Skills

Relationship building

Coachability

Self-motivation

Goal orientation

Job description

Job Description

Are you a current or former student athlete? Do you have a background as a leader in a club or fraternity/sorority? As a Financial Planner at uFinancial Group, you will work directly with real businesses and individuals trying to pursue their ideas of financial freedom.

How will you get started? You will…

• Partner with senior advisors
• Develop and maintain long-term relationships with your own clients and clients of the firm.
• Provide financial planning solutions through fact finding and needs analyses.

We will help you by providing…

• Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
• Initial stipends to subsidize income.
• Opportunities for collaboration and mentorship from advisors 20+ years in the financial services business
• Cutting edge technology that makes doing business much easier.
• A team-based environment that sees collaboration as key to success.

What do you need to be successful?

• Coachable and being able to be pushed to the edge of your comfort zone.
• A dedicated work ethic: independent, self-motivated and goal oriented.
• Strong relationship building skills with a focus on putting people first.