Financial Planning Manager

Recruiter
Inplace Recruitment ltd
Location
Worcestershire
Salary
40000.00 GBP Annual
Posted
04 Aug 2017
Closes
25 Aug 2017
Job Type
Manager
Contract Type
Permanent

Our client is recruiting a Financial Planning Manager to join their expanding team. The successful role holder will provide professional support and advice to clients.

Responsibilities:
• Conduct financial research using CRM systems and research tools
• Prepare financial reports
• Manage and support a team
• Maintain up to date knowledge on new and existing financial legislations
• Maintain a solid understanding of financial planning issues surrounding Pensions, Inheritance Tax and Retirement etc.

The successful candidate must possess a Diploma in Financial Planning or higher qualification. Experience managing a team and supporting Independent Financial Advisors is advantageous alongside excellent written and numerical skills. You must be computer literate and competent using a range of software systems.

Please note that due to the high number of responses we receive if you have not heard back from us within 7 working days please assume your application has been unsuccessful.