Business Manager (Wealth Management) - London, Lombard Street

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 corre...