Business Manager – Wealth Management Location: Lombard Street, London – Hybrid Salary: £40,000 – £47,000 + Bonus, depending on experience Contract: Permanent Hours: Full-time About the Role An exciting opportunity has arisen for an experienced Business Manager to join a growing Wealth Management business, supporting a Senior Wealth Manager and their team. This is a varied role combining financial services administration, case management, paraplanning, client servicing, business development and team support . The successful candidate will be highly organised, proactive and commercially aware, with strong attention to detail and the ability to manage multiple cases and priorities. Key Responsibilities Business Submission Case Management Manage cases through the advice process from submission to completion Resolve administrative issues and address delays Liaise with providers and outsourced paraplanning teams Check suitability letters prior to submission Chase clients for outstanding documentation and confirmation to proceed Manage Final Salary / DB cases and non-transfer proposals Client Servicing ...
Business Manager – Wealth Management employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
