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.