Are you highly organised with a passion for delivering exceptional customer service? Do you thrive in a fast-paced environment and enjoy providing administrative support? If so, this could be the perfect career move for you! This is an exciting opportunity for a graduate or someone wanting to launch their career in client relationship management within the financial services industry. Joining a thriving team, you will work closely with financial planning consultants, paraplanners, and client services staff to deliver exceptional client support and build strong relationships. You will receive full training, including support to achieve industry qualifications (should you wish to go down this route) and gain hands-on experience with tasks such as generating compliance packs, dealing with letters of authority, client communication, and preparation for client meetings. What y ou’ll d o Support the review process from start to finish. Set up service cases using our in-house system. Contact clients to book their annual or six-monthly reviews. Send Letters of Authority (LOAs) and collect policy details for advisers. Update client records, making sure all information is correct. Attend client meetings with advisers when needed. Send paperwork to clients on behalf of advisers. Help manage adviser changes, updating systems and contacting providers. Assist clients with logging in or registering for their online portal. Prepare review packs, including gathering valuations and checking documents are up to date. Help with reception tasks, such as answering calls, sorting post, and welcoming visitors. What w e’re l ooking f or Experience and q ualifications Prior experience in a customer service administration role. We welcome applications from those who can demonstrate strong potential through other experiences. GCSE Grade B or above in Maths and English Language. Skills and a ttributes Genuine interest in f inancial s ervices and a desire to build a career in the industry. Growth mindset with a passion for continuous learning. Strong planning, organisation, and problem-solving skills.. Excellent numeracy and attention to detail.. Proactive, team-oriented, and able to build strong working relationships.. Ability to multitask and perform under pressure in a fast-paced environment.. Strong communication skills (both written and verbal).. Good IT proficiency, including Microsoft Office.. Commercial awareness and ability to think critically.. Initiative, ambition, and a drive to succeed.. Why j oin u s? Mattioli Woods is a leading provider of tailored wealth management and investment strategies, dedicated to achieving long-term financial goals for our clients. With our experienced team and strong industry track record, we are a trusted partner for high-net-worth individuals, trusts, and pension funds. Joining our team in Stockport, you will play an integral role in ensuring the smooth day-to-day running of our operations. You’ll have the opportunity to work with dedicated professionals across the organisation, supporting the business and contributing to its continued success. With strong opportunities for career growth and development, you’ll thrive in a collaborative environment where attention to detail, organisation, and commitment to service excellence are at the core of everything we do. and become a key part of our growing team!