About us:
Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of. At the heart of our proposition is our belief, that our clients deserve an excellent, high-level service and we pride ourselves on providing this.
You will be joining us in an exciting chapter of growth, as part of our established team in our Stockton Heath office. We want to make a positive impact on the people with whom we work – both inside and outside of the company. We are looking for brilliant people who will excel in our culture and values and who can help to write the next chapter of our story.
We are extremely proud of being an Employee Owned business, this means that all who join Cheetham Jackson have a meaningful say in how the business runs. We believe that by empowering our Employee Owners to thrive for work fulfilment we will in turn be offering a great service to our clients.
The Opportunity:
Part of our ethos at Cheetham Jackson is that we pride ourselves on mentoring and supporting people while they gain a qualification as they work. If you're a dedicated and positive individual who is ambitious to progress or start their career then our Apprentice Client Fulfilment role is perfect for you.
The successful candidate for this role will be working alongside our Stockton Health office Practice Manager and a small team of Financial Advisers. They will be part of a team whereby offering a brilliant experience for our clients is at the forefront of our daily tasks.
The ideal candidate will have a positive attitude towards improvement, in both personal and team delivery, alongside an appetite to learn.
Key Responsibilities:
· Assist with processing all administration relating to new and existing business queries
· Liaising with providers, both over the phone and via email
· Producing valuations and preparing client packs in advance of client meetings
· Preparing suitability letters
· Maintain client records within the CRM systems
· Filing all required documents on relevant systems
· Maintaining good working relationships with your colleagues
· Maintaining participation of your apprenticeship and completing the work set out by your apprenticeship provider
Person Specification:
· Excellent verbal and written communication skills
· Great interpersonal skills
· Willingness to learn and develop new skills
· Ability to follow instructions
· GCSE in English and Maths (at a C grade equivalent)
· Reliable, punctual and well organised
· Positive attitude
Benefits:
The successful candidate will be provided with structured training and an opportunity for career development whilst working for a successful, well-established organisation.
Employee-Owned: Share in the firm's success and culture of collaboration.
Premium Benefits:
· Group Income Protection (IP)
· Group Private Medical Insurance (PMI)
· Group Death in Service (DIS)
· Attractive bonus and profit share schemes
· Birthday day off
Equal Opportunities:
At Cheetham Jackson, we are committed to supporting equal opportunities. We care deeply about being inclusive and that means we encourage applications from people with diverse backgrounds and experiences.
Please inform us if you require any reasonable adjustments to enable you to participate in the recruitment process.
Job Types: Full-time, Permanent, Apprenticeship
Pay: From £15,652.00 per year
Benefits:
* Additional leave
* Enhanced maternity leave
* Enhanced paternity leave
* Health & wellbeing programme
* Life insurance
Work Location: In person