View All Jobs
Management
New!
Financial Planning Manager
7 October by Recruitment Works
Full Time (35 hrs/wk)
Reference ID: 224049
Duration:
Permanent
Salary: To be advised
End Date: 11 Dec 2026
Job Description
An exciting opportunity exists for an experienced Financial Planning Manager to join a growing financial services business.
Your key duties include:
- Managing a portfolio of personal and corporate clients.
- Providing regulated financial advice across various planning areas.
- Identifying business growth opportunities.
Requirements include Level 4 CII, CISI, or LIBF qualification and proven experience in financial planning.
