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.
What you'll be doing:
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
What we’re looking for:
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?
At Cullen Wealth, part of the Mattioli Woods Group, you'll be a valued part of a close-knit team where your work directly shapes the client experience. This role offers real variety, the chance to build deep product knowledge, and a supportive environment where taking initiative is recognised and rewarded.
Perks and 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 environment
Interested? Apply now to take the next step in your career while supporting consultants in deli
Client Relationship Manager in Stockport employer: Mattioli Woods
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment for our Financial Services Administrators. With a focus on career progression, competitive benefits including hybrid working options, and a collaborative team culture, you will have the opportunity to develop your expertise while making a meaningful impact on our clients. Join us to be part of a team that values your contributions and supports your professional growth.
