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!
TPBN1_UKTJ