At a Glance
- Tasks: Support a Senior Wealth Manager with operational and administrative tasks in a dynamic team.
- Company: Join a successful Wealth Management team in Central London with a hybrid working model.
- Benefits: Enjoy a competitive salary, bonus, private medical insurance, and regular team socials.
- Other info: Opportunity for career growth and mentoring junior team members.
- Why this job: Make a real impact in wealth management while developing your skills in a supportive environment.
- Qualifications: Experience in SJP Partner Practice and strong financial services administration skills required.
The predicted salary is between 40000 - 47000 £ per year.
Business Manager – Wealth Management (SJP Experience)
Location: Central London – Hybrid working Salary: £40,000 – £47,000 + Bonus, depending on experience Contract: Permanent, full-time
The Opportunity
An excellent opportunity has arisen for an experienced
Business Manager to join a successful and growing Wealth Management team, providing operational, technical and administrative support to a Senior Wealth Manager.
Previous experience within a St. James's Place (SJP) Partner Practice is essential.
This is a varied role covering new business, case management, client servicing, financial planning support, business reporting and team oversight .
The successful candidate will play a key role in ensuring cases progress efficiently, clients receive a high level of service and the wider team operates effectively.
The role would suit someone currently working as a
Business Manager, Senior Associate, Wealth Manager's Associate, Wealth Management Administrator or Paraplanner within an SJP Partner Practice.
Key Responsibilities
- New Business & Case Management
- Manage and drive new business cases from submission through to completion.
- Monitor cases and proactively resolve delays or administrative issues.
- Liaise with SJP, clients and external providers to obtain outstanding information and progress cases.
- Coordinate with outsourced paraplanning partners where required.
- Review suitability letters and documentation prior to submission.
- Manage Defined Benefit/Final Salary pension cases and non-transfer proposals.
- Ensure cases are accurately recorded and progressed within required timescales.
- Client Servicing
- Manage withdrawals, encashments and pension drawdown cases.
- Respond to client queries and ensure outstanding actions are followed up promptly.
- Coordinate annual client review meetings.
- Support the Senior Wealth Manager in maintaining strong client relationships and a high level of service.
- Business Management & Reporting
- Prepare monthly business forecasts and projections.
- Monitor turnover and ensure business is recorded correctly.
- Maintain business trackers and monitor pipeline and issued business.
- Assist with analysis of business performance and costs.
- Identify opportunities to improve processes and team efficiency.
- Financial Planning Support
- Provide paraplanning support where required across new investment, pension, protection and wider financial planning cases.
- Assist with investment transfer analysis and transfer proposals.
- Support with Inheritance Tax, EIS, VCT and protection cases.
- Prepare cash-flow models and assist with client review documentation.
- Team & Business Development
- Support and train junior team members and Associates.
- Share best practice and provide day-to-day guidance where required.
- Assist with business development projects and analysis of the existing client bank.
- Identify opportunities to improve processes, technology and operational efficiency.
- Work with internal and external partners to enhance service delivery.
About You
We are looking for an experienced Wealth Management professional with strong knowledge of SJP processes and the ability to manage cases effectively from submission through to completion.
Essential Experience
Previous experience within an SJP Partner Practice.
- Strong financial services administration and case management experience.
- Good knowledge of pensions, investments, protection, drawdown and encashments.
- Experience with Defined Benefit/Final Salary pension cases.
- Working knowledge of paraplanning and financial planning processes.
- Excellent organisational skills and attention to detail.
- Confident communicating with clients, advisers and external providers.
- Strong Excel skills and experience managing business trackers or reporting.
- A proactive approach with the ability to take ownership and resolve issues.
- Experience supporting or mentoring junior colleagues.
Desirable
- Level 4 Diploma in Regulated Financial Planning or working towards it.
- Previous paraplanning experience.
- Knowledge of FE Analytics and Voyant.
- Experience with cash-flow modelling.
- Business development, client-bank analysis or process improvement experience.
What's on Offer?
£40,000 – £47,000 + bonus , depending on experience.
- Hybrid working.
- Competitive pension scheme.
- Funded private medical insurance.
- Employee Assistance Programme and financial wellbeing support.
- Monthly early-finish initiative.
- Daily office breakfast.
- Regular team socials.
- Christmas office closure.
Business Manager – Wealth Management (SJP Experience) employer: RGH-Global Ltd
Join a dynamic wealth management firm in Blackpool, where your career as an Associate Financial Planner can flourish. With a strong emphasis on professional development, you'll receive full study support towards industry qualifications and mentorship from seasoned planners, all within a collaborative and supportive work culture that values long-term growth and client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Business Manager – Wealth Management (SJP Experience)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RGH-Global Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Manager – Wealth Management (SJP Experience)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RGH-Global Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RGH-Global Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RGH-Global Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RGH-Global Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RGH-Global Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RGH-Global Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
