Financial Planning Manager recruitment
AXA Bancassurance is setting new standards in wealth management. Through our close partnerships with banks and building societies across the UK in tied distribution agreements, we”re reaching out to new customers all the time. Right at the heart of the relationship. you”ll find our Financial Planning Managers, who are there to act as mentors, coaches and advisors. Branches:Reading Locum covering: Aylesbury, Maidenhead, Newbury, Reading, SwindonThe roleBuilding relationships with key contacts within the branches; coaching and motivating them to help generate quality referrals and sales.Identifying Read more […]
Financial Planning Manager recruitment
The job holder will take responsibility for supporting the business through analysis and forecasting of its B/S, liquidity and capital requirements.The successful applicant will play an important role in developing the understanding and analysis of the capital and B/S balances and reporting process, thereby supporting the management decision making process. They will also play an important role in embedding new processes and information delivery across the business.Key responsibilities will include:• Production and enhancement of the MI and analysis, providing forecasting, planning and budgeting• Improvement Read more […]