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