Client Relations Administrator
Hybrid · Stockport, England, United Kingdom
Job Summary
Client Relations Administrator role at Cullen Wealth (Mattioli Woods Group) focusing on front-line client operations: handling transfers, withdrawals, fund switches, ISAs, pensions, and protection cases; serving as a key point of contact for clients and consultants; managing a busy end-to-end financial transaction workload; responding to client and consultant inquiries by phone and email; maintaining accurate records and advancing cases across third-party provider platforms. Requires experience in financial services, strong organisational skills, and proficiency with IO (Intelligent Office) is a bonus. Hybrid working blend of home and office, with a competitive salary and comprehensive benefits package.
Required Qualifications
- at least one year’s experience in an IFA practice or with a financial services provider
- solid grasp of pension and investment products
- exceptional organisation and an eye for detail
- calm, professional phone manner
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.