Client Relations Administrator
External
Mattioliwoods · Stockport (cullen Wealth)Full-timeHybrid6d ago
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Responsibilities
- 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
Requirements
- 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?
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 environmentInterested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!Health insurancePerformance bonus
Additional Information
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.
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