ABOUT US:

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 team, you will be responsible for supporting two of our offices in Glossop and Sale working alongside their Practice Managers to provide further support. Your working weeks in each office may vary depending on the needs to the business, and you will be notified in advance, but you must be prepared to spend equal time in each office on a weekly basis.
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