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Client Relations Administrator

Client Relations Administrator

Mattioli Woods LimitedStockport, England, United Kingdom
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

Client Relations Administrator page is loaded

Client Relations Administrator

Apply locations Stockport (Cullen Wealth) posted on Posted 4 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 bring your attention to detail and organisational excellence to a role where you'll truly make a difference?

Mattioli Woods is seeking a motivated IFA Administrator to ensure seamless, accurate, and timely processing of client transactions while delivering exceptional support to our advisers and clients.

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 :

    Client & Transaction Management :

  • Manage your workload using a personal diary system to consistently meet deadlines
  • Handle client and consultant queries professionally via phone and email
  • Process complex transactions including Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA, and Protection transactions with accuracy and efficiency

    • Administrative Excellence :

  • Manage new business post and maintain comprehensive client records on back-office systems
  • Support internal compliance procedures and meet third-party provider requirements
  • Cover receptionist duties including post handling, answering phones, greeting clients, and liaising with suppliers

    • 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!

    Introduce Yourself

    Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.

    Our selection process

    We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.

    Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.

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    Client Administrator • Stockport, England, United Kingdom