Business Manager - Wealth Management

Swarm Recruitment are pleased to be supporting a well-established St James Place partner practice, specialising in wealth management, financial education, and tailored advisory solutions. Their approach focuses on empowering clients through expert guidance, education, and personalised support, helping them make informed financial decisions and achieve long‑term goals with confidence.

This is an exciting opportunity to join a fast‑paced, high‑growth business with ambitious plans for continued growth and development. The organisation places a strong emphasis on its people, investing in talent, developing capability and maintaining high standards across the business. The culture is entrepreneurial, collaborative and supportive, with a strong focus on teamwork, professional development and delivering exceptional outcomes for clients.

As part of the continued growth of the team, an excellent opportunity has arisen for a Business Manager to provide dedicated support to a Senior Wealth Manager. This is a key role for someone who is highly organised, proactive and commercially minded, with the ability to build strong relationships and operate effectively in a fast‑paced environment.

Salary & Benefits:

• Employee Assistance Programme: access to private GP appointments, savings& discounts, gym membership, financial wellbeing tools
• 21 days holiday+ annual accrual
• 12 half-days off for ‘Family Friday’(last Friday of every month)
• Christmas Closure
• Access to funded Private Medical Insurance
• Daily breakfast in the office
• Team and company-wide social events
• Charity events

Working Hours:

• Hybrid Working - 4 days in office during probation, 3 days thereafter (or more if desired)

Responsibilities:

• Business Submission

Manage and coordinate cases from end to end dealing with queries and delays Chasing on outstanding documents

Manage withdrawals and drawdown cases Client queries and review meetings

• Business tracking

Update and monitor including projections and business issued

• Paraplanning

Paraplanning support including new money cases, EIS/VCT/IHT planning Investment analysis using FE Analytics

Supporting review documentation preparation

• Project and Business Development

Business Development & Marketing projects concerning existing or prospective clients

Refine BD strategy and cost analysis

• Training support

Offering ongoing training and support to administrative team members/associates

Efficiency review and process improvement

Essential skills and experience:

• Experience in financial services administration and case management (SJP experience preferred but not essential)
• Able to manage cases from start to finish and resolve administrative issues
• Good knowledge of pensions, investments, protection, drawdown, encashments and DB/Final Salary processes
• Working knowledge of paraplanning, including new money cases and transfer analysis, IHT, EIS and VCTs
• Confident using Excel for forecasting and business tracking
• Highly organised with strong attention to detail and the ability to manage multiple cases
• Confident communicating with clients, including providing updates and following up on outstanding information
• Some experience supporting, training or mentoring junior team members
• Willing to share knowledge and best practice with colleagues

Desirable Skills and Experience:

• Level 4 Diploma qualified or currently working towards the qualification
• Previous experience within an SJP Partner Practice
• Working knowledge of FE Analytics and Voyant
• Experience supporting business development or analysing client banks
• Experience identifying and implementing process improvements and operational efficiencies

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