Financial Planning Manager job description
Post JobDescription
Financial Planning Managers are responsible for developing and implementing the business and fiscal plans of a company. They advise and help clients make investment decisions while keeping track of market trends. Managers may work in conjunction with other financial agencies or professionals. They help their clients avoid risk penalties and assist them in increasing their revenue through smart financial decisions.
These professionals usually perform any of the following tasks:
• Assisting financial controllers
• Facilitating external auditors
• Providing customer support
• Forecasting
• Budgeting
• Analysis
• Implementing financial measures
• Risk management
• Risk assessment
• Enforcing regulations
• Reconciliation
Skills
• Analytical thinking
• Change management
• Team management
• Being committed and honest
• Delivery quality advice
• Team management
• Being flexible
• Being resilient
• Being self motivated
• Being conscientious
• Proficient in using technology and telecommunication devices
• Assessing risks
• Managing people
• Self development
• Being able to communicate proficiently
Education
A Financial Planning Manager may have any number of advanced qualifications, including a Master's Degree. These qualifications may include:
• FPC or FPC1
• CeFA, CeFA1 or CF1
• ACA or ACCA
• CeMAP
Degrees in Mathematics, Statistics, Accounting, Finance or Economics are the most relevant to this career.
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Overview According to our data, these are the percent of job offers for financial planning manager.
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Companies According to our data, by number of offers, these are the top companies that are hiring for financial planning manager.
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Financial Planning Manager Jobs
Latest Job Offers
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Financial Planning & Analysis Manager
CH1 Chester, United Kingdom
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Group Financial Planning & Analysis Manager
NE1 Newcastle Upon Tyne
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Financial Planning and Analysis Manager
KT10 Surrey
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Management Accountant (6 Month Contract)
EC1A London
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Discretionary Desk Investment Trainee - Graduate
Cheltenham, Gloucestershire, South West, UK
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Investment & Protection Manager
B49 Warwickshire
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From £40,000 to £45,000 per annum + pension and bonus
Shefford, Bedfordshire, South East, UK
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GBP45000 - 55000 per year Benefits
Stoke-on-Trent
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United Kingdom
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Programme Coordinator (Entry Level)
£15 - £21/hour
Peterborough, United Kingdom
Most Popular Job Searches
- Senior Financial Planning Manager
- Financial Planning
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- Financial Planning Clients
- Financial Planning Assistant
- Financial Planning Analyst
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