Entry Level - Financial Planner

ZipRecruiter; Lancaster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm is seeking a Financial Planner to work closely with clients and senior advisors, providing tailored financial solutions. Ideal candidates must be self-motivated with a strong work ethic and excellent relationship-building skills. Opportunities for mentorship and financial study support are provided. This role is based in Lancaster, England.

Benefits

Study material and sponsorship for financial exams

Initial stipends to subsidize income

Collaboration and mentorship opportunities

Cutting-edge technology

Qualifications

• Must be coachable and able to exceed comfort zones.
• Demonstrated independent and goal-oriented work ethic.
• Proven relationship-building skills with a client-first approach.

Responsibilities

• Partner with senior advisors to support client needs.
• Cultivate long-term relationships with clients.
• Offer financial planning solutions through analysis.

Skills

Strong relationship building skills

Self-motivated

Coachable

Job description

Overview

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.

Responsibilities

• 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.

What We Provide

• 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.

Requirements 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.