Job Description

We are working with an Appointed Representative of St. James's Place Wealth Management who are looking to take on a new Business Manager at their London office. You will become a core part of the business, building strong external relationships and supporting advisers. Our client offers great benefits including hybrid working and a competitive salary.
Responsibilities:

• Manage and drive cases on the go
• Chasing clients on outstanding docs / confirmation happy to proceed
• Manage Final Salary cases through / non transfer proposals
• Manage withdrawals / encashments
• Manage any drawdown cases
• Deal with client queries where able
• Ensure all clients have their annual review meetings booked with a view to provide outstanding service and protect ongoing advice charges
• Manage Turnover - business issued correctly
• Update Business Tracker and track business issued
• Supporting on paraplanning where necessary
• Undertaking analysis of investment transfers via FE Analytics and preparing transfer proposals
• Running Cash Flow models via Voyant to support review meetings or transfers
• Supporting in preparation of review documentation
• Business Development & Marketing projects surrounding existing or prospective clients
• Analysis of source of issued business to refine business development strategy
• Analysis of Costs
• Support the Operations Manager and the T&D Manager where needed

Experience & Requirements

• Relevant experience in Wealth Management or regulated Financial Services
• Candidates with SJP related experience would be of particular interest
• At least 2 CII RO exams
• High level of attention to detail & excellent organisation skills
• High standard of written & verbal communication skills
• Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skill
• Keeps calm when faced with conflicting demands and handles these effectively
• Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
• Ability to work autonomously as well as working on shared goals as part of a team
• Manages time effectively with the ability to multi-task

If you are interested in this position then please submit a copy of your CV to

Skills Required