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Client relations administrator

Stockport
Posted: 13 June
Offer description

We'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 environment Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!

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