Business Manager - Financial Planning - London / Hybrid - £40k + benefits
Are you an exceptionally organised, detail-driven professional who thrives in a fast-paced environment? Do you enjoy being the central point of coordination that keeps a team running smoothly? If you''re looking to build a long-term career in financial services, this is a brilliant opportunity to step into a pivotal role with genuine progression potential.We''re recruiting on behalf of a respected and growing financial-services firm seeking a Business Manager to support advisers, paraplanners, and clients across the business. This is a varied, people-focused role where no two days look the same - perfect for someone who loves responsibility, problem-solving, and making things happen. Why this role stands outYou''ll become a key part of the advice process, supporting advisers and clients directlyYou''ll gain exposure to all areas of financial planning and wealth managementYou''ll be encouraged to work towards a Level 4 financial advice qualificationYou''ll join a supportive team that values initiative, accuracy, and strong communicationWhat you''ll be doingYou''ll play a central role in ensuring clients receive a seamless, professional service. Your responsibilities will include:Client Coordination and Review ManagementIdentifying clients due for review and arranging appointmentsPreparing and maintaining client filesGathering missing information and ensuring data is accurately uploaded to IntellifloCase Management and AdministrationSupporting advisers with new business applica
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