Senior Financial Services Manager
4 days ago
Informed Financial Planning is a reputable financial services company seeking an experienced Senior Financial Services Manager to lead our Paraplanner Team. This challenging role offers the opportunity to work in a dynamic environment and contribute to the growth of our organization.
About the RoleThis full-time, permanent position involves overseeing the new business journey, ensuring that every step – from research to report writing and form preparation to submitting final recommendations - is handled with care and precision. The successful candidate will attend management meetings, provide support and training to other staff members, and authorise and manage cover for team leave. Additional responsibilities include writing financial planning and suitability reports, completing tax calculations, and achieving CII Level 6 Chartered Financial Planner status within three years.
Key Responsibilities- Oversight of the new business journey to ensure high-quality results
- Attending management meetings to share key information and proposals
- Providing guidance and support to junior staff members
- Authorising and managing cover for team leave
- Writing financial planning and suitability reports
- Completing tax calculations as necessary
We are looking for a highly skilled and experienced individual who holds a CII Level 4 Diploma in Regulated Financial Planning and is working towards or has achieved CII Level 6 Chartered Financial Planner status. Excellent knowledge of Microsoft 365 programmes and strong mathematical concepts are essential. A good grasp of English language and attention to detail are also required.
Benefits- Quarterly bonus
- Additional leave options
- Company pension scheme
- Cycle to work scheme
- Enhanced maternity leave
- Financial planning services
- Free parking
- Gym membership
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private medical insurance
- Work from home option
The estimated annual salary for this role is approximately £45,000-£55,000 depending on experience and qualifications.
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Senior Financial Planning Manager
1 week ago
Hessle, United Kingdom Informed Financial Planning Full timeJob OverviewInformed Financial Planning is seeking a highly skilled Senior Financial Planning Manager to lead our Paraplanning team in Hessle, East Riding of Yorkshire.Salary and BenefitsWe offer a competitive salary range of £32,760.00-£39,520.00 per year, plus additional benefits such as quarterly bonuses, flexible working hours, and access to company...
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Financial Planning Specialist
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Senior Wealth Planning Specialist
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