Central Opportunities Adviser

6 months ago


Chorley, United Kingdom Cheetham Jackson Ltd Full time

**Central Opportunity Adviser**

**Hours**:Monday to Friday 9am to 5pm

**Salary**:£45,000 basic with bonus structure OTE £80,000

**Location: North West / Hybrid**

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 long-term relationships with our clients and continue the great standing Cheetham Jackson has in our local communities.

**Main duties and responsibilities**:

- Organising meeting with our joint venture clients remotely
- Gaining full understanding of clients circumstances to enable you to provide full holistic advice
- Maintenance of compliant up to date client records
- Accurate production of suitability reports
- Compliance with all required regulatory procedures and testing
- Maintaining strong relationships with our joint venture partners
- GCSEs in English and Maths at a grade C or equivalent
- Excellent written and verbal communication skills
- Level 4 diploma qualified
- Knowledge of Intelliflo is advantageous but not essential

**Job Types**: Full-time, Permanent

**Salary**: From £45,000.00 per year

**Benefits**:

- Additional leave
- Company pension
- Health & wellbeing programme
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Education**:

- Diploma of Higher Education (preferred)

**Experience**:

- financial advice: 2 years (preferred)

Licence/Certification:

- Driving Licence (preferred)
- Level 4 Financial Advice Diploma (preferred)

Work Location: Hybrid remote in Chorley, PR7 2SY


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