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Pertemps
£50,000 - £60,000 Per Annum
Full Time, Permanent
Bristol, Bristol
Ref 043315012
Posted 17 days ago
Frequently Asked Questions:
How many Financial Planning Manager jobs are available on Pertemps?
There are 11 Financial Planning Manager jobs available on Pertemps right now.
What does a Financial Planning Manager do?
Tasks required include:
- Develops and manages business accounts to increase sales of financial products.
- Takes responsibility for the efficient and effective operation of several business accounts.
- Manages teams handling insurance claims.
- Checks customers’ credit rating with banks and credit reference agencies, and decides whether to offer credit.
- Establishes terms of credit and ensures timely payment by customer, renegotiates payment terms and initiates legal action to recover debts if necessary.
- Carries out and/or supervises general accounting and administrative work.
What are the entry requirements for a Financial Planning Manager?
There are no formal academic requirements although professional qualifications in accountancy may be required by some employers. Vocational qualifications in Accounting are available at Levels 2, 3 and 4, and apprenticeships are available in some areas.