Client Relations Administrator page is loaded
Client Relations Administrator
Apply locations Stockport (Cullen Wealth) posted on Posted 3 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 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 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:
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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