Ifa administrator Work, Jobs in Manchester, Eng (with Salaries)

Client Relations Administrator
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
9d
Financial Services Administrator
Little & Georgiou —Hipperholme
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Flexitime
- Employee discount
Quick apply
10d

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Client Relations Administrator

Mattioli Woods -
Stockport

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Job details

Full-time
9 days ago

Benefits

Company pension

Qualifications

Financial services
Phone etiquette

Full job description

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 delivering exceptional financial services!

Apply Now

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