Business Manager (Wealth Management) - London, Lombard Street

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 skills

·       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 sam@artemisrecruitment.co.uk 

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