4 days ago Be among the first 25 applicants
Are you ready to join a dynamic Client Relationship Team where your attention to detail and organisational skills will make a real difference?
Mattioli Woods is looking for a motivated Client Relations Administrator to help ensure smooth, accurate, and timely processing of client transactions and support our advisers and clients with excellence.
What Were Looking For
* Experience:
* Minimum 1 years 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 Youll Be Doing
* Managing your workload using a personal diary system to meet deadlines.
* Handling client and consultant queries via phone and email.
* Managing new business post and maintaining client records on back-office systems.
* Supporting internal compliance procedures and third-party provider requirements.
* Covering receptionist duties such as post handling, answering phones, greeting clients, and liaising with suppliers.
* Processing Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA, and Protection transactions accurately and efficiently.
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!
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Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Other
* Industries
Administrative and Support Services
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