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Business Manager

Ortus PSR
Posted 14 hours ago, valid for 7 days
Location

London, Greater London NW11 9NN, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This Business Manager opportunity in the financial services sector offers a salary of up to £85,000 with hybrid working arrangements in a flexible UK-based location.
  • The role involves leading a team of paraplanners, driving operational excellence, and ensuring high standards of client service.
  • Candidates should have proven experience managing teams within a wealth management, IFA, or financial planning environment.
  • The position requires exceptional organisational and leadership skills, as well as up-to-date knowledge of FCA regulations.
  • This is a chance to join a progressive firm committed to client care and team development, making a lasting impact in the industry.

Drive Excellence in Financial Services – Business Manager OpportunitySalary: Up to £85,000 + Hybrid WorkingLocation: Flexible UK-based, hybrid model with office and remote working

Are you ready to take the lead and shape a team that supports the future of wealth management? This is your chance to join a forward-thinking, client-focused organisation as a Business Manager, where you’ll play a pivotal role in building and managing a high-performing team of paraplanners.

Why Join Us?

We are a progressive firm known for our commitment to client care and team development. By joining our team, you’ll have the opportunity to:

  • Make a lasting impact: Build, lead, and mentor a team of skilled paraplanners, driving operational excellence.
  • Flexibility to thrive: Enjoy hybrid working arrangements, empowering you to balance your personal and professional life.
  • Collaborative culture: Work with like-minded professionals in an environment that values innovation, respect, and shared success.
  • Compensation that rewards excellence: Earn up to £85,000 alongside a competitive benefits package.
Your Role and Responsibilities

As a Business Manager, you’ll oversee the paraplanning function to ensure it operates efficiently and aligns with our high standards of client service. Your key responsibilities will include:

  • Recruiting, training, and managing a team of paraplanners, ensuring professional development and performance excellence.
  • Streamlining processes to enhance team productivity and ensure FCA compliance.
  • Collaborating with financial planners, administrators, and stakeholders to deliver tailored, high-quality client reports and solutions.
  • Monitoring team performance, providing regular feedback, and fostering a positive, proactive working environment.
  • Implementing technology and process improvements to keep our operations at the forefront of the industry.
What We’re Looking For

To excel in this role, you’ll need:

  • Proven experience managing teams within a wealth management, IFA, or financial planning environment.
  • A strong understanding of the paraplanning function and its importance in client service delivery.
  • Exceptional organisational and leadership skills, with the ability to motivate and inspire.
  • Up-to-date knowledge of FCA regulations and financial planning standards.
  • A solution-oriented mindset and a passion for driving excellence.
Ready to Elevate Your Career?

If you’re a results-driven leader ready to make a real impact in wealth management, we’d love to hear from you. Apply now to join a dynamic organisation where your skills and ambitions will be supported every step of the way.

Take the next step in your career journey today!

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.