Job description
Administrator (Financial Adviser Support) Role
Starting from £24,000 PA
Location: Sale
Hours: Monday - Friday 9am - 5pm plus unpaid lunch break (35 hours a week)
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.
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 who will excel in our culture and thrive with our 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.
You will be joining us in an exciting chapter of growth in our established Sale office. As part of the CJ Group, we have established a separate Appointed Representative (AR) business, Wealthplan, which provides contractors with high-quality, holistic financial advice and we need a proactive administrator to join this growing team.
The Opportunity:
We seek to appoint an administrator, who will work alongside and support a small team of Independent Financial Advisers, supporting the delivery of flawless administrative services to provide a singularly brilliant client experience.
The successful candidate will have a positive attitude towards change and improvement in both personal and team delivery, alongside an appetite to learn.
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.
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.
Benefits:
The successful candidate will be provided with structured training and an opportunity for career development whilst working for a successful, well-established organisation.
· 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
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 £24,000.00 per year
Benefits:
- Company events
- Health & wellbeing programme
- Life insurance
- Private medical insurance
Work Location: In person
