Vacancy Description
Support Practice Manager (Finance)
Salary: £25k + depending on experience (plus car allowance)
Hours: Monday – Friday 9am – 5pm
About us:
At Cheetham Jackson, we have one sole focus: saving clients. We aim to protect them and their families from the financial impacts of poor decisions, no decisions, or incorrect advice received in the past. This passion is shared by everyone who works for us.
We believe that at the core of financial services are people wanting to empower others to take control of their finances, enabling them to lead better, more fulfilled lives. We seek positive, tenacious individuals willing to build strong relationships with colleagues and clients.
The Opportunity:
As we embark on this exciting chapter, we are looking for professional, enthusiastic people to join our team. You will support two offices in Glossop and Sale, working alongside their Practice Managers. Your weekly schedule may vary based on business needs, and you will be notified in advance. You should be prepared to spend equal time in each office weekly.
As a Support Practice Manager, you’ll play a key role in the success of these offices. You’ll work with experienced Independent Financial Advisers and Client Administrators to deliver exceptional service and handle general office management tasks within a fast-paced, entrepreneurial environment.
You will be trained and mentored to develop knowledge of our systems, processes, and range of propositions, quickly understanding the Cheetham Jackson client journey.
The Role:
This is a high-profile, client-centric role. Creating a positive first impression with clients is vital, and you will be a driving force behind this. With excellent communication and organizational skills, you will ensure the smooth operation of the office and support clients on their financial journey.
Main duties and responsibilities:
1. Office management duties
2. Hosting and delivering weekly office meetings and driving actions to deliver results
3. Networking and organizing client events
4. Providing timely and accurate reports for finance and stakeholders
5. People leadership, including training and mentoring
6. Processing administration related to new/existing business and queries
7. Liaising with providers and the wider business for information requests
8. Producing valuations and preparing client packs
9. Preparing suitability letters
10. Analyzing report results and taking action
11. Responding to written and telephone inquiries from clients and providers
12. Maintaining client records systematically
13. Ensuring all documentation is on file
14. Completing meeting follow-up work within deadlines
15. Working within the compliance framework
Person Specification:
1. Excellent verbal and written communication skills, including proficiency in Microsoft Word, Excel, in-house IFA systems, and provider websites
2. Ability to prioritize and organize workload effectively
3. Team-oriented with a high standard of client experience and a helpful attitude
4. Excellent telephone manner and interpersonal skills
5. High attention to detail and accuracy
6. Responsible approach, ownership of tasks, and effective problem-solving
7. Self-managed and adaptable with good organizational skills
Additional Information:
Employment is subject to satisfactory DBS, credit, and background checks as necessary.
Equal Opportunities:
We are committed to supporting equal opportunities and encourage applications from diverse backgrounds. Please inform us if you require reasonable adjustments for the recruitment process.
What’s great about us:
* Friendly and supportive culture
* Generous paid leave, increasing with service, plus a birthday day off and Christmas closure
* Group Income Protection
* Private Health Insurance with Vitality
* Death In Service benefit
* Non-adviser bonus schemes
* Employee Ownership model, with input from Employee Owners and participation in an Ownership Bonus scheme
* Annual social events
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