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Financial Planning Manager

Financial Planning Manager
Job Roles Actuarial
SectorPractitioners - Legal
Salary40,000 to 45,000 per annum - benefits
LocationsSheffield - Sheffield
Job TypePermanent
 
Job Description
My client is an established professional services business with a regional coverage. As a result of phenomenal growth, they are recruiting for a Financial Planning Manager to report to the firm's partners.

You should be a Financial Planner who is highly motivated by financial success, maintaining and enhancing expertise, and meeting the highest standards in the industry. You should be:

- Willing to take on controlling functions for FCA purposes and manage authorisation with the FCA.

- Experienced in advising ont he widest possible range of regulated financial services that are relevant to the SME sector and private individuals, eg,

- advising upon and managing investments

- establishing pension schemes, advising on same, pensions transfers etc

- insurance policies

- IHT efficient investments

- mortgages, equity release

- Capable of devising & implementing efficient and transparent IT & paper based systems to ensure highest standards, compliance and profitability

- a good manager and developer of people



To be considered for the role, you should be able to act in the FCA control functions, eg CF10 and CF30.
Date Posted16/07/14 08:08
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Contact Details
Agency CRA Consulting
Tel 0114 2792810
Email Click Here to Email Agency Directly
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