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 out

• You'll become a key part of the advice process, supporting advisers and clients directly
• You'll gain exposure to all areas of financial planning and wealth management
• You'll be encouraged to work towards a Level 4 financial advice qualification
• You'll join a supportive team that values initiative, accuracy, and strong communication

What you'll be doing

You'll play a central role in ensuring clients receive a seamless, professional service. Your responsibilities will include:

Client Coordination & Review Management

• Identifying clients due for review and arranging appointments
• Preparing and maintaining client files
• Gathering missing information and ensuring data is accurately uploaded to Intelliflo

Case Management & Administration

• Supporting advisers with new business applications
• Liaising with providers, lenders, and clients to progress cases
• Uploading documents, chasing outstanding information, and ensuring nothing stalls

Operational Support

• Managing the central diary and booking internal meetings
• Handling incoming calls and enquiries
• Greeting clients and preparing meeting rooms
• Sorting daily post and managing secure data storage

Ongoing Client Servicing

• Processing top-ups, withdrawals, and platform transactions
• Monitoring transfers, claiming fees, and investing client monies
• Preparing annual review packs and supporting paraplanners with compliance submissions

What we're looking for

• Experience in financial services as a IFA Administrator
• A genuine interest in UK financial planning and wealth management
• Outstanding organisation skills and meticulous attention to detail
• Confident communicator who builds strong relationships with ease
• Strong written skills and the ability to work under pressure
• A proactive mindset and willingness to learn

Education & Development

An undergraduate degree (or equivalent) is desirable, but the standout factor is your attitude and ambition. You'll be supported to work towards a Level 4 financial advice qualification, opening the door to future progression within the firm.

Ready to take the next step?

If you're looking for a role where you can grow, contribute, and become an integral part of a professional financial-services team, we'd love to hear from you.

Apply today and start building your future.