Support Practice Manager (Finance)
Salary: £25,000 (Depending on Experience), plus car allowance
Hours: Monday – Friday 9am – 5pm
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 relationships 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 Sale and Glossop, working alongside their Practice Managers to provide further support. Your working weeks in each office may vary depending on the needs of 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 Administrators 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, processes, 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:
1. Efficiently process all administration relating to new/existing business and servicing queries.
2. Liaising with providers and the wider business to request information, as necessary.
3. Producing valuations and preparing client packs in advance of client meetings.
4. Preparing suitability letters.
5. Analysing and actioning the results of reports.
6. Responding to written and telephone enquiries from clients and providers.
7. Maintaining client records within the back-office system in an orderly and comprehensive manner.
8. Ensuring all required documentation is always on file.
9. Ensuring all meeting follow-up work is completed within agreed timescales.
10. Working within compliance framework.
11. Aiding the Practice Managers in Adviser Pipeline conversations.
12. Running meetings in the absence of Practice Managers.
13. Providing timely and accurate reports for finance and key stakeholders across the business.
14. Supporting with networking and organising client events.
Person Specification:
1. Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel along with in-house IFA systems and provider websites.
2. Ability to prioritise and organise own workload.
3. Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others.
4. Excellent telephone manner and interpersonal skills.
5. High attention to detail and accuracy.
6. A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively.
7. Adaptable and able to self-manage time.
8. Great organisational skills.
9. Office administration experience is essential.
Company Benefits:
* Company social events
* Group Life Insurance
* Private medical insurance with Vitality
* Group income protection
* Employee bonus scheme
* Enhanced annual leave, and gifted days off for Christmas and Birthdays
Job Types: Full-time, Permanent
Pay: From £25,000.00 per year
Additional pay:
* Bonus scheme
Benefits:
* Additional leave
* Company events
* Company pension
* Health & wellbeing programme
* Life insurance
* Private medical insurance
Schedule:
* 8 hour shift
* Monday to Friday
Experience:
* Office: 2 years (required)
* Administration: 2 years (required)
Work Location: In person
Reference ID: PMBC2407
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