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- Tasks: Support advisers and manage client cases 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 strong relationships and outstanding service.
- Qualifications: Experience in Wealth Management, 2 CII RO exams, and excellent communication skills required.
- Other info: Ideal for proactive individuals who thrive in a fast-paced, collaborative setting.
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 documents / 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
Business Manager (Wealth Management) - London, Lombard Street employer: Artemis Recruitment Consultants Ltd
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 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 managed client relationships and driven business development in previous roles. Highlight your ability to handle multiple tasks and maintain organisation under pressure.
✨Tip Number 4
Showcase your IT skills by being ready to discuss how you've used tools like Excel and PowerPoint in your past work. Consider preparing a brief presentation that demonstrates your analytical skills and attention to detail.
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 they are easy to find on your CV.
Showcase Soft Skills: In your application, emphasise your interpersonal skills and ability to manage time effectively. Provide examples of how you've handled conflicting demands or worked autonomously, as these traits are essential for the Business Manager role.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Wealth Management Knowledge
Make sure to brush up on your knowledge of wealth management and financial services. Be prepared to discuss relevant regulations, market trends, and any experience you have with SJP-related processes. This will demonstrate your expertise and commitment to the role.
✨Highlight Your Organisational Skills
Given the nature of the Business Manager role, it's crucial to showcase your organisational skills. Prepare examples of how you've managed multiple tasks or projects simultaneously, and how you ensure that nothing falls through the cracks.
✨Prepare for Client Interaction Scenarios
Since the role involves dealing with client queries and managing relationships, think of scenarios where you've successfully handled client interactions. Be ready to discuss how you approach problem-solving and maintain professionalism under pressure.
✨Demonstrate Your IT Proficiency
As the position requires advanced IT skills, particularly in MS Office applications, be prepared to discuss your experience with these tools. You might even want to mention specific projects where you've used Excel for data analysis or PowerPoint for presentations.
