Central London

Business Manager - Financial Planning

£30k - £40k + bonus

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An investment and financial planning firm is looking to bring a Business Manager to their team.

The company has an award-winning history of delivering for their clients over the course of almost 200 years, with offices present across the UK.

We are looing for someone to be based in London, working closely with a Managing Partner to grow their financial planning offering.


  • Strategising the company's offering, working with the marketing team to grow awareness, improve client retention and increase referrals.
  • Analysing the department's performance, using Management Information (MI) to measure KPIs and giving regular business review summaries to the Managing Partner.
  • Attending meetings ranging from regional board meetings, partner meetings and team meetings, ensuring all decisions are followed up and actioned post-meeting.
  • Constantly evaluating the processes used by the division, suggesting and implementing efficient changes.


  • 1 – 3 years experience, preferably within financial services.
  • Proficient user of Microsoft Office, particularly with Excel.
  • An ability to work analytically with data, but also able to come up with creative solutions to business problems.
  • Confident managing multiple stakeholders and communicating with gravitas, particularly when dealing with senior individuals.
  • An ability to work efficiently, prioritise, and driven to consistently provide high standard work .

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