Support Practice Manager (Glossop and Sale) Glossop OfficeSale Office

Salary: £25k + depending on experience (plus car allowance)

Hours: Monday – Friday 9am – 5pm

About us:

At Cheetham Jackson, we have one sole focus: saving clients. We aim to protect them and their families from the financial impacts of poor decisions, no decisions, or incorrect financial advice received in the past. This passion is shared by everyone who works for us. We believe that at the core of financial services are people; our goal is to empower individuals to take control of their finances and lead better, more fulfilled lives. We seek positive, tenacious people who are eager to build strong relationships with colleagues and clients alike.

The Opportunity:

As we embark on this exciting chapter, we are looking for professional, enthusiastic individuals to join our team. You will support two of our offices in Glossop and Sale, working alongside their Practice Managers to provide additional support. Your weekly schedule may vary based on business needs, and you will be notified in advance. You must be prepared to spend equal time in each office weekly.

As a Support Practice Manager, you'll play a key role in the success of the offices. You will collaborate with experienced Independent Financial Advisers and Client Administrators to deliver exceptional service, while managing general office functions within a fast-paced, entrepreneurial environment. You will be trained and mentored to develop your knowledge of our systems, processes, and range of propositions, gaining a thorough understanding of the Cheetham Jackson client journey.

The Role:

This is a high-profile, client-centric role. Creating a positive first impression with clients is crucial, and you will be instrumental in this. With excellent communication and organizational skills, you will ensure the smooth operation of the office and support clients throughout their financial journey.

Main duties and responsibilities:

• Host and deliver weekly office meetings, driving actions to achieve results
• Organize and network at client events
• Provide timely, accurate reports for finance and stakeholders
• Lead and mentor team members
• Handle administration related to new and existing business and queries
• Coordinate with providers and the wider team for information requests
• Prepare valuations and client packs before meetings
• Draft suitability letters
• Analyze report results and take appropriate actions
• Respond to client and provider inquiries via phone and written communication
• Maintain comprehensive and organized client records in the back-office system
• Ensure all documentation is complete and up-to-date
• Complete follow-up work within agreed timescales
• Work within the compliance framework

Person Specification:

• Excellent verbal and written communication skills, including proficiency in Microsoft Word, Excel, and in-house IFA systems and provider websites
• Strong organizational and prioritization skills
• Ability to work well in a small team and deliver high-quality client experience
• Excellent telephone manner and interpersonal skills
• High attention to detail and accuracy
• Responsible attitude with ownership of tasks
• Self-motivated and adaptable in managing time

Additional Information:

Employment is subject to satisfactory DBS, credit, and background checks as necessary. We are committed to equality and diversity, encouraging applications from diverse backgrounds. Please inform us if you require reasonable adjustments during the recruitment process.

What’s great about us:

• Friendly, supportive culture
• Generous paid leave, increasing with service, plus a birthday day off and Christmas closure
• Group Income Protection
• Private Health Insurance with Vitality
• Death in Service benefit
• Employee ownership scheme and bonus scheme participation

Apply today.