Consulting & Corporate Strategy

Financial Advisor

Full Time

An exciting new opportunity has arisen at Cheetham Jackson Ltd. The company are looking to recruit an experienced Financial Adviser to work alongside a strong and talented team.

The Company

We are an independent financial planning business with a drive and dedication to deliver excellent financial planning to our clients. At the heart of our proposition is our belief that clients deserve the highest level of service.

We believe in providing personal face to face truly independent financial advice to clients. We are passionate about the quality of the advice we provide together with the ongoing service that we deliver. Successful financial planning is not merely the sale of an investment product but the provision of a bespoke, pro-active, long term advice service to our clients.

At our core we have 3 objectives:

  1. To be adviser of choice for all that live in the communities we serve
  2. To be employer of choice for all staff we employ now and in the future
  3. To play an integral role in the betterment of the communities in which we operate through philanthropic initiatives.

The business currently employs 70 people across 10 offices.

Due to expansion and as a result of a proven business model of joint ventures with professional connections i.e. accountants and solicitors, we are now looking to appoint further advisers. All our advisers are employed. The culture of the company is working as part of a team with flexibility to manage your own diary. In practice, when not out with clients, you will work closely with the partners/staff of the accountants/solicitors to maximise business opportunities and develop a strong working relationships with your introducers.

The Opportunity

The position is office based with a full back office support team. The benefits of working as part of the Cheetham Jackson family include relevant life plans, private medical insurance, competitive bonus structure and complimentary discounts for a wide range of leisure time activities, plus entitlement to office ownership.

We are looking for level 4 qualified IFAs who are proactive, motivated and able to identify and maximise new opportunities. Ability to build strong relationships with clients and ensure they receive the highest level of service.

The candidate must be able to develop strong working relationships with professional introducers i.e. accountants and solicitors with whom we have entered into a joint venture with us to provide our clients with financial planning advice.

There is no expectation to bring a client bank with you as structured guidance and support will be provided to attain clients along with allocated opportunity streams from our professional connections network. We have developed a very clear structured approach to working with these professional connections and create new business opportunities through regular direct marketing to the clients of the practices and educating the staff to identify financial planning opportunities.

Our advisers are provided with the highest level of support to enable them to maximise their time in front of clients. We have a centralised investment proposition and operate in a very process driven way to ensure advisers can prioritise spending time with clients including a dedicated research team, internal compliance and an investment committee for ongoing proposition due diligence.

Cheetham Jackson offer a competitive package which incorporates a salary alongside uncapped earning potential based on attainment.

If you are a highly motivated individual with a drive to offer clients the best possible service then contact us

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