Job Description

Job Title: Client Fulfilment and Research

Salary: Starting at 22,250 PA

Hours: Monday - Friday 9am - 5pm (35 hours a week)

Location: Chorley

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 as part of our established team in our Support office in Chorley. 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 will excel working within our culture and values and who can help to write the next chapter of our story.

We are extremely proud of being an Employee Owned business, this means that all who join Cheetham Jackson have a meaningful say in how the business runs. We believe that by empowering our Employee Owners to thrive for work fulfilment we will in turn be offering a great service to our clients.

The Opportunity:

As we embark on this exciting chapter, we are looking for a professional, enthusiastic person to join our support office working in dual role within our Client Fulfilment and Research team. As Practice Manager you'll play a key role in the success of the office. In this role you be supporting our 8 offices from our support office in Chorley, working alongside the office's administrators and helping them service their clients.

The successful candidate will have a positive attitude towards change and improvement in both personal and team delivery, alongside an appetite to learn. 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.

Main duties and responsibilities:

Efficiently process all administration relating to new/existing business and servicing queries. Some receptionist responsibilities, such as greeting clients and visitors to the office and ordering office stationary and necessities. 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. Chasing providers for client information, telephone and email Accurately complete data capture forms using details from client policy documents Review and analyse policy documents to populate suitability reports

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. Able to make and maintain productive and constructive working relationships with your colleagues. 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.

Benefits:

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

Employee-Owned: Share in the firm's success and culture of collaboration.

Premium Benefits:

Group Income Protection (IP)

Group Private Medical Insurance (PMI)

Group Death in Service (DIS)

Attractive bonus and profit share schemes

Additional Information:

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

Equal Opportunities:

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.

Job Types: Full-time, Permanent

Pay: From 22,250.00 per year

Work Location: In person