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How many Financial Planning Manager jobs are available on Pertemps?

There are 33 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.

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