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Client Relations Administrator, Stockport
Client:
Location:
Stockport, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
5c362404e970
Job Views:
5
Posted:
19.08.2025
Expiry Date:
03.10.2025
Job Description:
Client Relations Administrator
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, 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! Job ID R3185
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