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Financial Planning Manager
| Type |
Permanent |
|
From £45,000 to £50,000 per annum + flexible benefits package |
| Location |
Sheffield, South Yorkshire [Yorkshire and Humberside, England] |
| Qualifications |
Qualified (or equivalent)  |
| Agency: |
Sharp Consultancy |
| Contact |
Qual Finance |
| Start: |
ASAP |
| Reference |
GW BP22393 |
Job description
A leading national professional services provider is currently looking to recruit a high calibre qualified Financial Planning Manager to join their successful financial planning department, providing services to HNW individuals across the region. Working along side a Senior Financial Planning Manager, you will manage a portfolio of HNW clients (ranging from £0.5m to £20m of investible wealth), delivering a high level of service to ensure retention of a recurring clients base, whilst generating additional service provision sales to these clients where appropriate. To succeed in this role you will have a detailed technical understanding of investment and pension offerings, possess the client relation management skills to maximise and further develop your portfolio, demonstrate a highly professional approach to the market and identify cross selling opportunities with other service lines within the organisation. To be considered for this role, you will have gained significant financial planning experience with HNW individuals and of under taken FPC or Certificate in Financial Planning qualifications. In return you will receive clear progression and business development opportunities within a highly respected national brand. Candidates must be eligible to work in the UK full-time without restriction. To apply please send your CV to Ben Pugh at the email address stated, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within seven days please note that on this occasion your application has not been successful.
Please note, it is unlawful to employ a person in a UK-based job who does not have permission to live and work in the UK. You should make yourself aware of how immigration laws apply to your situation before applying for any jobs. (Refer: Home Office Website).
This position is being advertised by an employment business in the case of temporary positions and an employment agency in the case of permanent positions.