Financial Planning Manager
is £65,000

Per Year

Per MonthPer WeekPer DayPer Hour

TASKS

• 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.