One Financial Planning Ltd
Business Manager
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Job Title: Business Manager
Location:
London (EC3N) - Hybrid
About Our Client:
One Financial offers a discreet and sophisticated financial planning service. They have a longstanding reputation for professional advice and exceptional levels of customer service. With a history dating back to 1987, One Financial Planning has one of the most experienced and highly qualified teams, helping people achieve their financial goals.
Package Details:
- The successful candidate will receive a basic salary of between £26,000 - £28,000 depending on experience & qualifications.
Other benefits include:
- Hybrid (1 day per week in the office)
- 4% Pension Contribution – (4% Employer/4% Employee)
- Discretionary Bonus (every 3 months)
- 20 Days Holiday + Bank Holidays (increasing by 1 day per years’ service up to 25 days)
- 4 x Death in Service
- Smart Health
- Have Your Birthday Off!
- 3pm Finish on Fridays!
- Exam Support (both financial & time - £500 per R0 exam, £1000 per AF exam added to annual salary – day off before exam)
- Annual company events
Purpose of the Role:
As a Business Manager, you will support the team by managing client communication and service delivery. This role is integral to maintaining high client satisfaction and ensuring seamless business processes.
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Duties and Responsibilities:
- Achieve a comprehensive understanding of the new business process and assist in developing where necessary.
- Submitting all forms of new business applications on relevant platforms and internal systems.
- Liaise with clients and providers in a professional manner to get access to necessary plans whether that’s pensions, investments or protection.
- Ensuring that cases are progressed to the point of transfer completion, (funds are on the platform & invested, plans are in place, client has received tax-free cash) ready for the client servicing manager.
- Keeping client details up to date across all relevant systems and platforms.
- Follow the correct procedures to close off transferred plans or setting up of platform accounts.
- Keeping client documents and notes for each case within their records.
- Send communication to client regularly to keep them updated on the movement of their transfers or funds and update once new plans are in place, along with policy documents, where applicable.
- Present weekly to your team with updates on cases, spreadsheets should be continually updated.
- Ensure all cases are signed off by the Compliance Department and all presubmissions are progressed until completion.
- Liaising with clients to arrange medical appointments when it comes to protection applications
- Ensuring your adviser’s fees are on the weekly dashboard and get paid.
- Any other reasonable task that may be asked of you such as letter posting.
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The Ideal Employee:
- Customer/Client service useful but not essential.
- Strong interpersonal skills to develop client trust and confidence, and a collaborative team-player mindset.
- Organised and methodical approach with excellent attention to detail.
- Experience with financial planning tools and back-office systems is advantageous but not essential.
- Ability to prioritise workload independently, multitask and meet deadlines.
- Excellent written and verbal communication skills
Experience Required:
No Financial Services experience necessary, but exposure to Wealth Management advantageous.
Working Hours:
8.30am – 5pm (1 hour for Lunch) 3pm Finish on Fridays.
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