Job Description

Support Practice Manager (Finance)

Salary: starting from 26 ,000 PA

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

Location: Sale

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.

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 professional, enthusiastic people to join our administration team as a Support Practice Manager based in our office in Sale. While your work location will be in Sale, you'll also be supporting our Glossop office.

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

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. Office administration experience is essential

Company Benefits:

Company social events

Group Life Insurance

Private medical insurance with vitality

Group income protection

Job Types: Full-time, Permanent

Pay: From 25,000.00 per year

Benefits:

Additional leave Company events Enhanced maternity leave Enhanced paternity leave Health & wellbeing programme Life insurance Private medical insurance
Work Location: In person