At a Glance
- Tasks: Manage client queries and transactions while supporting advisers with excellent service.
- Company: Mattioli Woods is a leading name in wealth management, known for personalised strategies.
- Benefits: Enjoy hybrid working, flexible hours, extra holidays, pension, and exclusive discounts.
- Other info: Opportunity for career growth in a professional environment.
- Why this job: Join a supportive team where your skills make a real impact on client relationships.
- Qualifications: 1 year experience in IFA practice, strong communication, and organisational skills required.
The predicted salary is between 28800 - 43200 £ per year.
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 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:
- 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!
Client Relations Administrator in Stockport employer: Mattioli Woods Limited
Mattioli Woods is an exceptional employer, offering a supportive and professional environment where your contributions as a Client Relations Administrator are truly valued. With competitive salaries, flexible working hours, and a generous benefits package including extra holidays and pension contributions, you will find ample opportunities for personal and professional growth in the heart of Stockport. Join our dynamic team and make a meaningful impact in wealth management while enjoying a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relations Administrator in Stockport
✨Tip Number 1
Familiarise yourself with the specific pension and investment products that Mattioli Woods offers. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since the role involves handling client queries, being articulate and professional on calls can set you apart from other candidates.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or deadlines in previous roles. This will highlight your ability to multitask effectively, which is crucial for this position.
✨Tip Number 4
Research Mattioli Woods' company culture and values. Understanding their approach to client relationships will allow you to align your answers during the interview, demonstrating that you're a good fit for their team.
We think you need these skills to ace Client Relations Administrator in Stockport
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience, especially your time in an IFA practice or provider environment. Emphasise your understanding of pension and investment products, as well as any experience with IO systems.
Craft a Compelling Cover Letter:Write a cover letter that showcases your interpersonal and communication skills. Mention specific examples of how your attention to detail and organisational skills have positively impacted your previous roles.
Highlight Relevant Skills:In your application, clearly outline your ability to multitask, manage workloads, and handle client queries effectively. Use bullet points for clarity and ensure you demonstrate a proactive approach.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial for this role.
How to prepare for a job interview at Mattioli Woods Limited
✨Showcase Your Experience
Make sure to highlight your previous experience in an IFA practice or provider environment. Be prepared to discuss specific examples of how you've handled client transactions and supported advisers, as this will demonstrate your suitability for the role.
✨Demonstrate Attention to Detail
Since the role requires a high level of accuracy, be ready to provide examples of how you've maintained meticulous records or managed complex tasks. This could include discussing your methods for ensuring accuracy in processing transactions.
✨Prepare for Client Interaction Scenarios
Given that you'll be handling client queries via phone and email, think about potential scenarios you might face. Practise your responses to common client questions or concerns to show your excellent interpersonal skills during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the Client Relations Administrator role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
