Practice manager (financial services administration)

Overview

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 Glossop 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 fit with our culture and values and who can help to write the next chapter of our story.

The Opportunity

As we embark on this exciting chapter, we are looking for professional, enthusiastic people to join our team as Office Manager. As Office Manager you’ll play a key role in the success of the office. You’ll work alongside a team of highly experienced and dedicated Independent Financial Advisers and the Client Administration team to deliver exceptional service as well as undertaking 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 a high-profile role, client-centric role. Creating a great, lasting first impression with our clients counts at Cheetham Jackson and you will be a driving force behind this. With your excellent communication and organisation skills you will ensure the smooth running of the office and all matters relating to office management, as well as supporting our clients on their financial journey.

Main duties and responsibilities

• Responsible for hosting and delivering weekly office meetings and driving actions to deliver results.


• Be at the forefront of networking and organising client events


• Be responsible for providing timely and accurate reports for finance and key stakeholders across the business


• People leadership responsibilities, including training and mentoring


• 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.

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.

The successful candidate will be provided with structured training and an opportunity for career development whilst working for a successful, well-established organisation.

At Cheetham Jackson, we offer a competitive remuneration package as part of our Total Reward strategy. This includes access to private health insurance, pension, EAP scheme and a bonus scheme. Further details are available upon request.

Additional Information

Any offer of employment will be subject to satisfactory DBS, credit, and background checks, as deemed necessary.

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.

Role details

• Seniority level: Entry level


• Employment type: Full-time


• Job function: Finance and Sales