Job Title

Client Relations Administrator page is loaded Client Relations Administrator Apply locations Stockport (Cullen Wealth) posted on Posted 3 Days Ago job requisition id R3185We'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 environmentUnderstanding of pension and investment productsExperience with IO systems desirableSkills: Excellent interpersonal and communication skillsHigh level of accuracy and attention to detailSelf-motivated with a proactive approachStrong organisational skills with the ability to multitask effectivelyProfessional telephone mannerWhat 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!#J-18808-Ljbffr