Practice Manager (Financial Services)

Practice Manager

Location: Office-based – Chorley

Hours: Full-time Monday – Friday 9am – 5pm (35 Hours a week)

Salary: Starting at £27,000 PA plus enrolment into a generous bonus structure

About us:

Cheetham Jackson is a well-respected financial services business, focused on helping our clients achieve their aims, goals and ambitions. We do this by providing high-quality financial advice in a way that makes every client feel heard, valued and genuinely cared for.

You’ll be joining us as part of our established office in Chorley. We’re passionate about making a positive difference to the people we work with, both within our business and in the wider community.

We’re looking for brilliant people who share our values, thrive in our culture and want to play an important part in shaping the next chapter of the Cheetham Jackson story.

We’re also incredibly proud to be an Employee-Owned business. This means everyone who joins Cheetham Jackson has a meaningful voice in how our business develops and operates. We believe that when our Employee Owners feel empowered, valued and fulfilled in their work, our clients benefit too — creating a culture where our people can thrive and our clients receive an exceptional service.

The Opportunity:

We’re looking for a Practice Manager to take ownership of the standards, performance and day-to-day operation of our office.

As Practice Manager, you’ll play a key role in making sure our clients and advisers receive consistently excellent support. You’ll support our office team, manage the office pipeline, monitor service and quality standards, and make sure potential risks or issues are identified and dealt with quickly.

This is a role for someone who enjoys taking ownership, developing people and making things work better.

What you’ll be doing

You’ll be responsible for:

• Championing the client advice journey, ensuring a consistent, positive and professional experience for every client.
• Leading, coaching and developing within the Client Fulfilment team, building confidence, capability and performance through ongoing support and development.
• Ensuring administration is accurate, timely and compliant, with client records maintained to a high standard and in line with agreed processes.
• Providing day-to-day oversight of service, data, compliance and capacity, identifying risks and taking appropriate action where required.
• Taking ownership of pipeline delivery and management, working closely with advisers to identify priorities, manage actions and prevent delays.
• Monitoring SLAs and service standards, identifying and challenging shortfalls and ensuring agreed actions are followed through.
• Maintaining professional communication with clients, advisers and external providers.
• Ensuring the firm’s compliance, operational and quality procedures are consistently followed across the office.
• Managing the effective day-to-day running of the office, including facilities, maintenance and operational requirements.
• Taking responsibility for your continued professional development, continually building your knowledge, skills and capability.

What we’re looking for

We’re looking for someone who can combine strong operational understanding with great people skills.

You’ll need:

• Excellent attention to detail.
• Strong IT skills, including I.O. or equivalent CRM, Microsoft Office and MI/reporting tools.
• Excellent written and verbal communication skills.
• Strong organisational skills, with the ability to prioritise and manage workload effectively.
• Proven ability to coach, develop and empower people.
• A strong sense of ownership and accountability, with the ability to identify issues and deal with them effectively.

*Experience or an understanding in investments, pensions, protection or a related legal area such as wills, probate or powers of attorney, along with Strong understanding of the end-to-end client journey and back-office administration within a financial planning business would be desirable.

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.

Pay: From £27,000.00 per year

Benefits:

• Additional leave
• Company events
• Employee discount
• Enhanced maternity leave
• Enhanced paternity leave
• Financial planning services
• Health & wellbeing programme
• Life insurance
• Private medical insurance
• Referral programme

Work Location: In person