Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers and manage client relationships in a dynamic wealth management environment.
- Company: Join a leading representative of St. James's Place Wealth Management in London.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Be part of a supportive team that values your input and fosters personal development.
- Qualifications: Experience in Wealth Management, 2 CII RO exams, and strong communication skills required.
- Other info: Ideal for those who thrive in fast-paced settings and enjoy multitasking.
The predicted salary is between 30000 - 40000 £ per year.
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
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Manager (Wealth Management) - London, Lombard Street
✨Tip Number 1
Network with professionals in the wealth management sector, especially those connected to St. James's Place. Attend industry events or webinars to meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed in a rapidly changing industry.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships or driven business development in previous roles. Tailoring your experiences to align with the responsibilities listed in the job description can make a strong impression.
✨Tip Number 4
Showcase your IT skills by being ready to discuss how you've used tools like Excel and PowerPoint in past roles. Consider preparing a brief presentation or analysis that highlights your proficiency with these tools, as it aligns with the job requirements.
We think you need these skills to ace Business Manager (Wealth Management) - London, Lombard Street
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management or regulated Financial Services. Emphasise any specific roles or responsibilities that align with the job description, particularly those related to managing client relationships and supporting advisers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with SJP-related tasks if applicable, and explain how your skills in organisation, communication, and IT literacy make you a strong candidate for the position.
Highlight Relevant Qualifications: Clearly list your qualifications, especially the CII RO exams you have completed. This is crucial as the employer is looking for candidates with at least two of these qualifications. Make sure to include any additional certifications that may enhance your application.
Showcase Your Soft Skills: In your application, provide examples of your interpersonal skills and ability to manage time effectively. Use specific instances where you successfully handled conflicting demands or worked autonomously while contributing to team goals, as these are key attributes for the role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Wealth Management Basics
Make sure you brush up on your knowledge of wealth management principles and practices. Understand the key responsibilities of a Business Manager in this field, especially those related to client management and financial products.
✨Demonstrate Strong Communication Skills
Since the role involves building relationships with clients and supporting advisers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex information in previous roles.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage multiple tasks and priorities. Use specific examples from your past experiences to illustrate your ability to stay organised and meet deadlines, especially in a fast-paced environment.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client queries or conflicts. Think of scenarios where you successfully navigated challenges in wealth management and be prepared to share these stories.
