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. At the heart of our proposition is our belief, that our clients deserve an excellent, high -level service and we pride ourselves on providing this.

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.

• Communicating with providers by email and telephone
• Keeping paperwork tidy and organised
• Answer enquires in person, by phone and by email
• Open the post, scan and upload to the client database
• Clerical work including photocopying, scanning and faxing documents
• Using different software to obtain and collate information
• Complete data capture forms with provider’s over the phone
• Populating client recommendation letters

• Excellent telephone manner and interpersonal skills
• Warm and friendly personality
• Smart, professional appearance
• A confident, positive, pro-active and ‘can do’ attitude
• Ability to multi task and work calmly under pressure
• A good sense of client and company confidentiality
• Organised
• Good verbal and written communication skills
• Able to use own initiative and common sense
• Reliable and diligent
• Good sense of client care and desire to help others
• A mature and responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively
• Awareness of the importance of a positive client experience
• Ability to prioritise and organise own workload
• Able to work accurately, with excellent attention to detail.

Minimum Grade 4/C in both English and Maths.

• Private Medical Insurance
• Life Insurance
• Income Protection
• Quarterly Company Events
• Annual Birthday Day Off
• Progression Opportunities
• Bonus scheme
• On site parking
• Employee Owned Business
• 25 days annual leave, increase with length of service
• Company pension scheme
• Small friendly team