Client Relations Administrator page is loaded
Client Relations Administrator
Apply locations Stockport (Cullen Wealth) posted on Posted 4 Days Ago job requisition id R3185
We're Hiring: Client Relations Administrator
Location: Heaton Mersey
Full-Time, Permanent | Competitive Salary + Benefits
Are you ready to bring your attention to detail and organisational excellence to a role where you'll truly make a difference?
Mattioli Woods is seeking a motivated IFA Administrator to ensure seamless, accurate, and timely processing of client transactions while delivering exceptional support to our advisers and clients.
What We’re Looking For:
Experience:
* Minimum 1 year’s experience working within an IFA practice or provider environment
* Understanding of pension and investment products
* Experience with IO systems desirable
Skills:
* Excellent interpersonal and communication skills
* High level of accuracy and attention to detail
* Self-motivated with a proactive approach
* Strong organisational skills with the ability to multitask effectively
* Professional telephone manner
What You’ll Be Doing:
Client & Transaction Management:
* Manage your workload using a personal diary system to consistently meet deadlines
* Handle client and consultant queries professionally via phone and email
* Process complex transactions including Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA, and Protection transactions with accuracy and efficiency
Administrative Excellence:
* Manage new business post and maintain comprehensive client records on back-office systems
* Support internal compliance procedures and meet third-party provider requirements
* Cover receptionist duties including post handling, answering phones, greeting clients, and liaising with suppliers
Why Join Us?
Mattioli Woods is a trusted name in wealth management, delivering personalised strategies and excellent client service. Join our Client Relationship Team and be part of a supportive and professional environment where your contribution is valued.
Enjoy hybrid working after probation, flexible hours, and a generous benefits package including extra holidays, pension, and access to Benefit Hub discounts.
Apply Now and take the next step in your career with Mattioli Woods!
Introduce Yourself
Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.
Our selection process
We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.
Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.
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