At a Glance
- Tasks: Manage and progress new business while supporting clients and tracking performance.
- Company: Dynamic wealth management firm with a focus on innovation and client success.
- Benefits: Competitive salary, bonus, private medical insurance, and generous holiday allowance.
- Other info: Enjoy hybrid working, team socials, and excellent career growth opportunities.
- Why this job: Take ownership of diverse projects and make a real impact in wealth management.
- Qualifications: Experience in financial planning and strong understanding of the advice process.
The predicted salary is between 49500 - 60500 £ per year.
This is far more than a traditional Business Manager or Client Support role.
You’ll play a key part in keeping the Senior Wealth Manager’s business moving - from managing cases through to completion and supporting clients, to business tracking, paraplanning, team development and identifying opportunities within the existing client bank.
The role would suit someone with strong experience within financial planning who enjoys having ownership, variety and influence rather than being limited to one area of the advice process.
- Managing and progressing new business from submission through to completion
- Business tracking, forecasting and client-bank analysis
- Identifying business development opportunities
We're looking for experience in financial planning / wealth management, ideally with SJP, with a strong understanding of the advice process and experience managing cases from start to finish.
Hybrid working with 4 days in the office during probation, reducing to 3 days thereafter.
Plus private medical insurance, competitive pension, 21 days' holiday increasing with service, monthly early finishes, office breakfast, team socials and Christmas closure.
Senior Business Manager in London employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team
