Senior Wealth Management Support
London | Hybrid | £40,000-£47,000 + Bonus
An excellent opportunity with an established and ambitious St. James's Place practice in London.
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.
The role will cover a broad mix of:
Managing and progressing new business from submission through to completion
Client servicing, including reviews, withdrawals and drawdown
Supporting with paraplanning where necessary, transfer analysis and cash-flow modelling
Business tracking, forecasting and client-bank analysis
Identifying business development opportunities
Supporting and mentoring junior team members
Improving processes and overall team efficiency
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.
Level 4, SJP experience, FE Analytics and Voyant knowledge would all be advantageous.
Package
£40,000-£47,000 + Bonus, depending on experience.
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
Salary description
£40000.00 - £47000.00 per year