At Cheetham Jackson we have one sole focus, saving clients. We save them and their families from the financial impacts of poor decisions, no decisions, or the wrong financial advice they have received in the past.It is a passion that is shared by everyone who works for us.
We are strong believers that at the core of financial services are people wanting to empower people to take control of their finances with the aim to enable them to have better and more fulfilled life. We are looking for positive and tenacious people, who are willing to build strong relationship with their colleagues and the clients we service.
The Opportunity:
As we embark on this exciting chapter, we are looking for professional, enthusiastic people to join our administration team as a Support Practice Manager based in our Support office in Chorley. In this role you be supporting our 8 offices from our Support office in Chorley, working alongside these administrators and helping them service their clients.
As a Support Practice Manager you’ll play a key role in the success of the offices you work with. You’ll work alongside a team of highly experienced and dedicated Independent Financial Advisers and Client Administrator deliver exceptional service as well as supporting with general office management functions within a fast paced and entrepreneurial environment.
You will be trained and mentored to develop your knowledge of our specific systems, process and proposition range and quickly build an understanding of the Cheetham Jackson client journey.
The Role:
This is an administration role, where you’ll work closely with our Financial Advisers and Practice Managers, with some client facing work. Creating a great, lasting first impression with our clients counts at Cheetham Jackson and you’ll be part of the driving force behind this. With your excellent communication and organisation skills you’ll help ensure the smooth running of the office, as well as supporting your colleagues and ensuring great service to our clients.
Duties and Responsibilities:
* Efficiently process all administration relating to new/existing business and servicing queries.
* Liaising with providers and the wider business to request information, as necessary.
* Producing valuations and preparing client packs in advance of client meetings.
* Preparing suitability letters.
* Analyse and action the results of reports.
* Respond to written and telephone enquiries from clients and providers.
* Maintain client records within the back-office system in an orderly and comprehensive manner.
* Ensuring all required documentation is always on file.
* Ensuring all meeting follow-up work is completed within agreed timescales.
* Working within compliance framework.
* Aiding the Practice Managers in Adviser Pipeline conversations
* Running meetings in the absence of Practice Managers
* Be responsible for providing timely and accurate reports for finance and key stakeholders across the business
* Supporting with networking and organising client events
Person Specification:
* Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel along with in house IFA systems and provider websites.
* Ability to prioritise and organise own workload.
* Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others.
* Excellent telephone manner and interpersonal skills.
* High attention to detail and accuracy.
* A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively.
* Adaptable and able to self-manage time.
* Great organisational skills.
* Office administration experience is essential
Company Benefits:
* Company social events
* Group Life Insurance
* Private medical insurance with vitality
* Group income protection
* Enhanced annual leave, and gifted days off for Christmas and Birthdays
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Advisors that talk your language... Why Cheetham Jackson
On any journey there may be many modes of transport or a variety of vehicles that can be used to reach the desired destination; successful investing is no different.
Why choose Us
Cheetham Jackson Securing a Healthy Retirement Lifestyle for Clients.
Cheetham Jackson Ltd is authorised and regulated by the Financial Conduct Authority. Our registration number is 514951. Cheetham Jackson is registered in England and Wales under Company Registration 07071622. Our registered address is 23 Market Street, Chorley, PR7 2SY.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK
Cheetham Jackson
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