Business Manager - Wealth Management Location: Lombard Street, London - Hybrid Salary: £40,000 - £47,000 + Bonus, depending on experience Contract: Permanent Hours: Full-time About the Role An exciting opportunity has arisen for an experienced Business Manager to join a growing Wealth Management business, supporting a Senior Wealth Manager and their team. This is a varied role combining financial services administration, case management, paraplanning, client servicing, business development and team support. The successful candidate will be highly organised, proactive and commercially aware, with strong attention to detail and the ability to manage multiple cases and priorities. Key Responsibilities Business Submission and Case Management Manage cases through the advice process from submission to completion Resolve administrative issues and address delays Liaise with providers and outsourced paraplanning teams Check suitability letters prior to submission Chase clients for outstanding documentation and confirmation to proceed Manage Final Salary / DB cases and non-transfer proposals Client Servicing Manage withdrawals, encashments and drawdown cases Respond to client queries where appropriate Arrange and manage annual client review meetings Provide a high level of client service Paraplanning Support with new business and paraplanning requirements Assist with EIS, VCT, IHT and protection cases Undertake investment transfer analysis using FE Analytics Prepare transfer ..... full job details .....