Vacancy Description

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:  

• Meeting clients both face to face and remotely in multiple sites 
• 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

We would like a candidate to have:  

• GCSEs in English and Maths at a grade C or equivalent 
• Excellent written and verbal communication skills 
• Knowledge of Intelliflo is advantageous but not essential 

Whilst we would expect advisers to hold a full level 4 diploma qualification, we are keen to hear from people who have successful backgrounds in other industries and looking for a career change. 

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