Senior Financial Planning Manager
- Employer
- Michael Page Finance
- Location
- England, West Sussex, Worthing
- Salary
- £50000 - £70000 per annum
- Closing date
- Feb 19, 2019
View more
- Job Role
- Treasury
- Sector
- Accounting Firm
- Contract Type
- Permanent
- Hours
- Full Time
Job Details
The focus on this role is to provide high-quality financial planning and investment management service to individuals and corporate entities within the parameters of the FCA. This role involves liaising with clients, understanding their needs, researching products and providers, liaising with the Paraplanners and presenting the findings and recommendations to the client to meet their needs.
Client Details
Senior Financial Planning Manager - Growing Business
Description
- Contacting clients and arranging meetings
- Conducting an in-depth review of the client's circumstances and both current and future aims
- Analysing information and preparing plans to suit the client's requirements
- Completing risk analyses
- Researching the marketplace and providing clients with information on new and existing products and services
- Communicating clearly with clients and colleagues
- Preparing and maintaining client files to a suitable compliance standard
- Ensuring all compliance paperwork is present
- Assisting in providing technical support
- Coaching of team members
Profile
Will have excellent organisational skills
Will have the ability to work on own initiative and plan own workload
Will have a thorough understanding of all compliance regulations
Can demonstrate excellent written and verbal communication skills
Job Offer
£50,000 - £70,000
Company
Michael Page specialises in the permanent, temporary and interim recruitment of qualified accountants. In fact, our organisation was founded to provide selection and recruitment services for accounting professionals and has been a market leader in this field for more than 35 years.
We have earned the trust of clients in industry and commerce, the banking and financial services markets and the public and not-for-profit sector. We also have an exemplary track record of completing assignments for everyone from small, boutique practices to the Big Four firms.
Many of our consultants have a background in accounting and finance – that’s real, grass roots expertise at your disposal. Combine that with the global reach you get from a company that has over 155 offices in 36 countries and you’re looking at a pretty formidable package. We are confident no other consultancy is better qualified to help you make that crucial, next step in your career.
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert