## Client Relations AdministratorApplylocations: Stockport (Cullen Wealth)time type: Full timeposted on: Posted Todayjob requisition id: R3936We're hiring a detail-driven administrator to keep our client operations running smoothly at Cullen Wealth, part of the Mattioli Woods Group.This isn't a back-office role where you disappear into paperwork. You'll be front and centre – handling transfers, withdrawals, fund switches, ISAs, pensions, and protection cases, while being a key point of contact for clients and consultants alike.**What you'll be doing:*** managing a busy workload of financial transactions end to end* answering client and consultant queries by phone and email* maintaining accurate records and keeping cases moving* working across third-party provider platforms with confidence**What we’re looking for:*** at least one year’s experience in an IFA practice or with a financial services provider* a solid grasp of pension and investment products* exceptional organisation and an eye for detail* a calm, professional phone manner* Intelligent Office (IO) experience is a bonus**Why join us?**At Cullen Wealth, part of the Mattioli Woods Group, you'll be a valued part of a close-knit team where your work directly shapes the client experience. This role offers real variety, the chance to build deep product knowledge, and a supportive environment where taking initiative is recognised and rewarded.**Perks and benefits:** competitive salary 34.5-hour working week hybrid working – a blend of home and office time 5% employer/5% employee pension 4x salary life assurance and group income protection health cash plan (Core Level 1) 25 days’ holiday plus statutory (increasing with service) training and development opportunities a supportive, collaborative team environmentInterested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
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