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- Tasks: Manage client relationships and support advisers in wealth management.
- Company: Join a leading representative of St. James's Place Wealth Management in London.
- Benefits: Enjoy hybrid working, competitive salary, and great corporate perks.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: Experience in Wealth Management, 2 CII RO exams, and strong communication skills required.
- Other info: Work permit needed for non-passport holders; apply through the 'Apply now' button.
The predicted salary is between 43200 - 72000 £ per year.
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Business Manager (Wealth Management) – London, Lombard Street, London
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Client:
Location:
London, United Kingdom
Job Category:
Other
Job alert service
–
EU work permit required:
Yes
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Job Reference:
d2349f6d7ef5
Job Views:
12
Posted:
18.07.2025
Expiry Date:
01.09.2025
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Job Description:
Business Manager (Wealth Management) – London, Lombard Street
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
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Created on 18/07/2025 by TN United Kingdom
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Business Manager (Wealth Management) - London, Lombard Street employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants 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 make valuable connections that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships or driven business development in previous roles. Real-life scenarios can showcase your skills effectively.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailoring your conversation to align with their ethos can significantly enhance your chances of making a positive impression.
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 client management and business development.
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 and communication will benefit their team.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as attention to detail, IT literacy, and the ability to manage multiple tasks. Use specific examples from your past work to demonstrate these abilities.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Research the Company
Before your interview, take some time to research the company and its values. Understanding their approach to wealth management and their client base will help you tailor your responses and demonstrate your genuine interest in the role.
✨Prepare for Technical Questions
Given the nature of the Business Manager role, be ready to discuss your experience with financial services, particularly in wealth management. Brush up on relevant regulations and be prepared to explain how you've handled specific cases or challenges in the past.
✨Showcase Your Interpersonal Skills
This role requires strong interpersonal skills, so be sure to highlight your ability to build relationships and communicate effectively. Share examples of how you've successfully managed client queries or collaborated with colleagues to achieve shared goals.
✨Demonstrate Your Organisational Skills
With responsibilities like managing multiple cases and ensuring timely reviews, showcasing your organisational skills is crucial. Prepare to discuss your methods for prioritising tasks and managing your time effectively, especially under pressure.
