Vacancy Description

A great Office Manager plays a key role in the success of our offices, you’ll work alongside a team of highly experienced and dedicated Independent Advisers and the Client Administration team to deliver exceptional service as well as undertaking general office management functions within a fast paced and entrepreneurial environment.   

In this role you will be influential in maintaining the efficiency and success of our organisation, with the aim that this position will create a great, lasting first impressive with our client counts at Cheetham Jackson, and you will be the driving force behind this.  You will need to be professional, enthusiastic and attentive, as well as having strong organisational skills and attention to detail, this is pivotal to ensure that you are assisting with the smooth running of the office and all matters relating to office management. We are looking for someone who 

Main duties and responsibilities: 

• Office management duties.
• Responsible for hosting and delivering weekly office meetings and driving actions to deliver results.
• Be at the forefront of networking and organising client events
• Be responsible for providing timely and accurate reports for finance and key stakeholders across the business
• People leadership responsibilities, including training and mentoring
• 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.

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