Administrator (Financial Adviser Support)
1 week ago
**Job description**
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.
You will be joining us in an exciting chapter of growth. 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 fit with our culture and values and who can help to write the next chapter of our story.
**The Opportunity**:
**Duties and Responsibilities**:
- Efficiently process all areas of customer service and administration relating to new/existing business and servicing queries
- Liaising with providers to request information as necessary
- Producing valuations and preparing client packs
- Preparing suitability letters
- Liaise with the client to conduct questionnaires for protection policies
- Respond to written and telephone enquiries from clients and providers
- Diary management: organising appointments for the adviser and the client
- Maintain client records within the back-office system in an orderly and comprehensive manner
- Ensuring all required documentation is on file at all times
- Ensuring all meeting follow-up work is completed within agreed timescales
**Person Specification**:
- Excellent verbal and written communication skills across all mediums to include Microsoft Word and Excel along with IFA systems.
- Ability to work well in a team and lead a high standard of client experience and a desire to help others
- Excellent telephone manner and interpersonal skills
- Ability to prioritise and organise own workload
- High attention to detail and accuracy
- A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively
We offer a competitive remuneration package as part of their Total Reward strategy. This includes access to private health insurance, pension, and bonus. Further details are available upon request.
**Job Types**: Full-time, Permanent
**Salary**: From £19,000.00 per year
Schedule:
- Monday to Friday
Work remotely:
- Temporarily due to COVID-19
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