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 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 will excel in 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 Practice Manager. As Practice 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:

• Office management duties.
• 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.