We are working with an Appointed Representative of St. James's Place Wealth Management who is 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.
Business Manager 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
Business Manager 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