Risk Management Jobs in Sheffield
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Financial Planning Manager
- Salary:
- £40,000 - £45,000
- Location:
- Sheffield, South Yorkshire
- Job Type:
- Permanent
- Date Posted:
- 13-Feb-2012 11:51Add to My Shortlist
Financial Planning Manager £40,000 - £45,000 + competitive benefits package The Company Selection Group Accountancy and Finance is currently representing a leading international organisation based in central Sheffield in seeking a Financial Planning Manager. The organisation has an excellent reputation for providing professional advice to a diverse client base across the Yorkshire region. The Role Your remit will be to... manage a portfolio of 100 clients, delivering a high level of service to ensure retention of a recurring client base, whilst generating additional sales to these clients as appropriate. Your main responsibilities will include: * Managing a portfolio of High Net-worth Individuals, * Building rapport and meeting clients demands, * Risk management, * Dealing with technical issues, * Supporting the Senior Manager , * Mentor team members (5 people), * Meet financial targets. The Candidate The ideal applicant will be degree educated and be a chartered financial planner. Essential qualifications include A-level or equivalent and Certificate in Financial Planning/Diploma in Financial Planning/Certified...